The Potential Impact of North American LNG Exports

This paper by James Henderson assesses the status and possible future impact of the growing list of potential LNG export projects in the US and Canada.It focuses on future North American LNG exports which, while subject to political and production performance uncertainty, have the potential to create considerable impact in the likely destination markets of Asia, and also (through displacement of Middle East or African sourced LNG) Europe.  Whilst it is unlikely that all the identified US and Canadian LNG export projects will proceed, there is the potential that sufficient investment will be forthcoming to allow arbitrage to proceed to its ‘equilibrium’, given favourable policy decisions.

By: James Henderson

Latest Tweets from @OxfordEnergy

  • Bassam Fattouh speaking in Abu Dhabi on the key trends shaping the oil market and the implications for the GCC https://t.co/DhJjiB0czd

    March 22nd

  • New publication: Russian LNG: Progress and delay in 2017 https://t.co/YIjjMgkv0n

    March 22nd

  • B Fattouh on the main factors shaping Saudi oil policy and the Kingdom’s oil policy since 2008 in Oil Magazine - https://t.co/Hs5Qx0lZCJ

    March 21st

Sign up for our Newsletter

Register your email address here and we will send you notification of new publications, comment, articles etc. automatically.