ARTICLE
10 February 2016

The Global Context For Alaskan LNG

The crude oil price has collapsed and the oil/gas price "gap" has closed...
United States Energy and Natural Resources
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Presented to: LSI Energy in Alaska Conference

Agenda

  • 12-18 months into the oil price collapse

    - What have we learned?
  • Will the "gap" in oil and gas prices return?
  • Recent changes in LNG markets – temporary or permanent?
  • Alaska LNG Project risks

    - Insufficient demand, supply competition, or both?
  • Key indicators to watch going forward

Previous themes at this conference

  • 2011: Shale gas creates massive uncertainty for pipeline project to Lower-48
  • 2012: Shift in focus of Alaska P/L project to LNG exports due to the rise of North American shale gas.

    - The potential effect of shale on global LNG prices
    - The rise of LNG supply competition
  • 2014: Collapse in oil prices and the closing of the oil/gas price "gap"

    - New uncertainties for Alaska LNG project
  • 2015: ??

The crude oil price has collapsed and the oil/gas price "gap" has closed

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