Which commercial models are best placed to succeed in North American LNG export?

HKA Director Caryn Fuller will be moderating the Petroleum Economist’s LNG to Power Forum North America panel discussing:

• Commercial implications of the ongoing commoditisation of LNG
• Will LNG export projects ever be financed in the absence of long-term contracts?
• Are North American export projects destined to be swing suppliers?
• Which projects are the most likely contenders for FID in 2021/22?

Covid-19 has been a dark cloud over the North American LNG liquefaction industry, threatening the business models of both existing and planned capacity as it erodes rosy gas demand growth forecasts in destination markets.

But, longer-term, the transition to a low/zero-carbon global energy economy will continue, and will require widespread electrification of energy supply over coming decades: natural gas will play a growing role as an electricity generation fuel. We must consider:

• What is the short-, medium-, and long-term outlook for US LNG exports?
• How will technology play a role in increasing the attractiveness of LNG?
• Will capital availability be the crucial element in the LNG export story?

Petroleum Economist’s LNG to Power Forum North America will explore these questions, and more, via this a virtual event taking the discussion online while continuing to offer the same high-quality content for which the series is known.