YPF joins RIGI with a US$50 billion project to export liquefied gas
A large LNG export project would add future natural gas liquefaction and export capacity, increasing supply flow from Argentina.
Source →The trace
How it reaches your house.
Starting from Freeport LNG Development LP, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
LNG peak-shaving and import facilities →supply upArgentina's large LNG export project adds future gas supply to the market, making natural gas more available to LNG peak-shaving and import facilities.
63% confidenceChevron Corporation →supply upNatural gas wellhead production
The Argentina LNG project adds future natural-gas export capacity, easing the gas supply market; Chevron has a modest 4% exposure in this linked input market.
61% confidenceFreeport LNG Development LP →supply upArgentina's new LNG capacity would add gas supply and ease this input market, but the transmission to Freeport's specific natural-gas input is limited by the edge's small share and moderate substitutability.
Hop 2
Natural Gas (Roasting Fuel) →Prices easeThe added Argentine LNG capacity should increase global gas supply and put downward price pressure on the U.S., which carries a 25% supply share on this edge.
79% confidenceChart Industries, Inc. →Stands to benefitCryogenic cold boxes and heat exchangers
Liquefaction projects require cryogenic cold boxes and heat exchangers, so the new LNG capacity should support this Chart product line, which has a 35% share and limited substitutability.
76% confidenceNatural Gas (Roasting Fuel) →Prices easeHop 3
Cryogenic cold boxes and heat exchangers →Stands to benefitChart has the largest listed supply share of this specialized equipment, so a big LNG export buildout should raise orders for its cryogenic cold boxes and heat exchangers.
84% confidenceCryogenic cold boxes and heat exchangers →Stands to benefitLinde Engineering (Linde plc)LIN
Linde's 30% share and long replacement lead time make it a clear beneficiary of higher demand for these cryogenic components.
82% confidenceCryogenic cold boxes and heat exchangers →Stands to benefitHop 4
Natural Gas (Ammonia/Fertilizer Feedstock Grade) →supply upAmmonia-grade natural gas is a critical feedstock for fertilizer and crop-input production, so added LNG-linked supply should lift availability.
90% confidenceNatural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices easeCF Industries' ammonia and fertilizer production uses natural gas feedstock, so added supply eases input costs.
78% confidenceNatural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home) · Medical helium · Fertilizers and crop inputs · Electricity (residential)
In the MyPRIA app, this is checked against your own holdings.