US LNG Exports: Outlook Improves as Macro Headwinds Ease
Summary Global LNG prices have been boosted recently by recovering demand with coronavirus lockdowns slowly easing, US LNG cargo cancellations helping to tighten the supply-demand balance, and warm...
LNG Update: What Do Recent Headwinds Mean for US Projects?
US liquefied natural gas (LNG) exports started the year out strong, reaching a record high of more than 8 billion cubic feet per day in January in spite of ongoing headwinds to prices that have...
US LNG Projects Better Sheltered from Market Headwinds, China Concerns
The current wave of US LNG project startups is nearing completion, adding cargoes to an already oversupplied market grappling with weakened Chinese demand. Meanwhile, the ink is just drying on a...
Midstream Energy Battle: What Subgroup Has Performed Best in 2019?
In a challenging macro environment for the energy space, the broad midstream universe has performed defensively this year. Today, we review midstream’s performance to date and analyze some of the...
US LNG Exports: How Does Recent Price Weakness Impact Projects?
Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...
Midstream Credit Ratings: Making the (Investment) Grade
Who is making the (investment) grade in midstream? Today, we look at credit ratings for the broad North American midstream universe as well as the weightings of companies with investment-grade credit...