Pressure on US LNG as Asian Market Fundamentals Grow Softer

Wednesday, 05 February 2020

Important Asian market for LNG has recently only seen sporadic growth with major competitors to US LNG occupying precious market share whilst optimism among US LNG developers is no longer universal.

The story of installed US LNG capacity is certainly one of success – riding a wave of cheap domestic gas made possible through ultra-low interest rates amid robust Asian demand growth meant those US projects first out of the gate could bind portfolio players in long-term take-or-pay contracts that generate healthy returns for capacity developers.

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