BRIEFING Majors Ponder LNG Market Outlook, Cost Inflation

摘要

LNG was a key theme at full-year results presentations for Chevron, Royal Dutch Shell and BG this past week, with discussions centered on the-inflationary cost environment for in-construction liquefaction capacity in Australia, whether these ventures might be undermined by the emerging next wave of LNG supply from North America and East Africa, and what sort of global pricing environment awaits such new supplies.