US LNG Project Costs — Too Good to Be True?

摘要

Desperate to get the next wave of US liquefaction capacity off the ground, many project sponsors are trying to tempt the buyers required to underpin the schemes with claims they will be the "lowest-cost" and "most reliable" US producers, while poaching industry professionals to boost their credentials. The result is that buyers don't know who to believe and are taking their time choosing a supplier. If the claims look too good to be true, that's probably because they are, analysts warn, with sponsors deliberately ignoring the cost of associated facilities.