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PEER STRATEGY

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

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