LNG liquefaction: the economics?

…variables such as: LNG sales price, Capex/tpa, Opex/mcf, Utilization, Thermal Efficiency, LNG shipping distance, LNG tanker rates, and liquids cuts. A detailed capex breakdown is also provided (below). A base…

Long-Term LNG Supplies: Devastating Shortages?

Our LNG supply model looks project-by-project, across 120 LNG facilites: including c40 mature plants, c10 under development, c20 in design and c30 under discussion. Our base case supply estimates come…

Costs of an LNG fuelling station

We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average…

LNG in transport: scaling up by scaling down?

Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics…

LNG plant footprints: compaction costs?

This data file tabulates the acreage footprints and peak worker counts at c20 recent LNG projects. It is interesting how these variables are likely to change over time, to lower…

Long-Term LNG Demand: technology-led?

This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…

LNG: deep disruptions?

There is now a potential 100MTpa shortfall in 2024-26 LNG supplies: deeply negative for energy transition, but positive for LNG incumbents. The last oil industry crisis, in 2014-16, slowed down…