Western Majors Look to US for Flexible LNG

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  • The likes of Shell and Exxon Mobil are increasing exposure to US LNG in light of market changes driven by Russia’s invasion of Ukraine.
  • Portfolio players like the flexibility of US LNG cargoes that could go to Europe in the medium term but be redirected as the energy transition there gathers pace.
  • Many majors are looking to integrate North American shale gas output with liquefaction capacity or offtake deals to capture upside through the value chain.

The Issue

Liquefaction, LNG Supply, Corporate Strategy , Majors, LNG Contracts, LNG Trade
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