Peer Strategy

Potential Winners of Europe's US LNG Push

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  • Europe's hunt for non-Russian gas has put the spotlight on US LNG, both its current destination-flexible volumes and future projects waiting in the wings.
  • LNG portfolio players Shell and TotalEnergies, as well as major trading houses, are best positioned among suppliers to take advantage of Europe's heightened demand.
  • Among project developers, Cheniere and Sempra top the list of likely winners.

The Issue

LNG Supply, LNG Contracts, LNG Projects, Corporate Strategy , Majors
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