- The strength in LNG markets has spurred a resurgence in long-term offtake agreements, which are key to advancing LNG export projects towards Final Investment Decision (FID).
- The strong macro environment for LNG and improved outlook for projects has translated into strong equity performance for those energy infrastructure names focused on liquefaction.
- Potential FIDs in 2022 would contribute to a more than two-fold increase in US LNG export capacity, which also creates more demand for natural gas infrastructure.
For further details see:
U.S. LNG Projects Sail Ahead As Long-Term Buyers Line Up