IMG.gif
PEER STRATEGY

Western Majors Look to US for Flexible LNG

Copyright © 2022 Energy Intelligence Group All rights reserved. Unauthorized access or electronic forwarding, even for internal use, is prohibited.
ss51411430-lng-tankers
  • 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

Topics:
Liquefaction, LNG Supply, Corporate Strategy , Majors, LNG Contracts, LNG Trade
Wanda Ad #2 (article footer)
#
We see Shell’s purchase of biomethane producer Nature Energy as an acknowledgement that natural gas must be cleaner to play a role in the transition.
Tue, Nov 29, 2022
Suncor is making safety the keystone of its larger strategy to reverse its fortunes following a rough 2022.
Tue, Nov 29, 2022
The Sinopec-QatarEnergy LNG deal not only shows the firm's interest in Qatar's NFE project but could set the tone for Asian price review talks.
Tue, Nov 29, 2022