While relatively immaterial from a economic perspective, I think the fact that EDP is willing to sign a 20-year LNG purchase agreement in the midst of $60 crude prices speaks to the robustness of the LNG trade... login to read the rest
straw,
See my response to lpartners for some of the answers here. Basically, for an already-built facility, we would have to see very low crude prices (think early 2009) for shipping LNG from the U.S. to Asia to... login to read the rest
lpartners,
I'm not sure if this is strictly the case for 100% of liquefaction facilities, but my understanding is that the standard model is for the vast majority of capacity to be contracted in advance under long-term... login to read the rest
mrmgr,
I am new to the story here (so this might be crazy-talk), but isn't the risk that for uncontracted boat-time now and in future, both the shippers and the buyers agree to cancel contracts (for... login to read the rest
Yes, I would say that it is a negative, although one that has been more than factored into the current stock price.
If oil prices got low enough for long enough (lower than anyone is expecting... login to read the rest
Thanks for sharing the article.
In general, lower oil prices hurt import dynamics and make the LNG "arb" trade less attractive. However, to the extent this persists, it will primarily impact the decision to construct new liquefaction facilities rather... login to read the rest
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