GAZB - U.S. LNG Exports: Outlook Improves As Macro Headwinds Ease
It has been a rough stretch for US liquefied natural gas ((LNG)) exporters dealing with pricing woes, the demand impacts of COVID-19, and even a hurricane landfall on the Gulf Coast near major facilities. However, LNG fundamentals have shown signs of improvement lately. Today's piece broadly updates the landscape for US LNG, including an analysis of prices, cargo cancellations, and recent project updates. With the macro environment turning the corner and seasonal tailwinds looming, US LNG exporters have reasons for optimism moving forward.
LNG prices have begun to rebound in recent weeks.
Global LNG exporters