US LNG Price Economic Drivers in the Context of Low LNG and Tariffs

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Global energy equity and oil & gas macro analyst

Anish Kapadia

Akap Energy

Thematic (Sector/Industry)

Zimbabwe Energy / Thematic (Sector/Industry)

<p>Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely low spot LNG prices there was much focus on the impact of lower pricing and the outlook for the coming months, as well as the impact of the lower pricing on future contracts and new projects. There was a general optimism over winter pricing. Most companies remain on track to sanction new LNG liquefaction projects and take final investment decisions (FIDs) in the next 12 months (see <a href="https://www.smartkarma.com/insights/new-lng-projects-on-track-for-a-bumper-year-of-positive-lng-final-investment-decisions" target="_blank" rel="noopener" data-smartkarma-citation="insights:31326">New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions)</a>. LNG service companies echo these sentiments and many have already started to see strong order intake. </p>

Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely low spot LNG prices there was much focus on the impact of lower pricing and the outlook for the coming months, as well as the impact of the lower pricing on future contracts and new projects. There was a general optimism over winter pricing. Most companies remain on track to sanction new LNG liquefaction projects and take final investment decisions (FIDs) in the next 12 months (see New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions). LNG service companies echo these sentiments and many have already started to see strong order intake. 

LNG Companies Q2'19 Results Takeaways: Tough Market but Optimism for Winter & FIDs Progressing