Ukraine wants to buy American LNG again – Minprom
A renewed purchase of US LNG would create or restore a supply route for liquefied natural gas into Ukraine.
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 →Stands to benefitConstellation Energy (Everett LNG)CEG
A restored LNG import route would increase demand for this sole-qualified LNG facility supplier, and the 60-month replacement lead time makes the exposure sticky.
89% confidenceLNG peak-shaving and import facilities →Stands to benefitExpanded LNG import activity should lift orders for this 60%-share LNG equipment supplier, with low substitutability limiting quick replacement.
84% confidenceLNG peak-shaving and import facilities →Stands to benefitA renewed American LNG route would directly raise the importance of US-origin supply in this import-facility chain, matching the 55% country share.
79% confidenceLNG peak-shaving and import facilities →Stands to benefitAir Products and Chemicals, Inc.APD
Additional LNG-route utilization should modestly increase demand for this LNG infrastructure supplier, which still has a material 15% share.
72% confidenceLNG peak-shaving and import facilities →Stands to benefitLinde Engineering (Linde plc)LIN
More LNG import-facility throughput should raise demand for this LNG engineering supplier, though the 10% share keeps the effect smaller.
68% confidenceCheniere Energy Inc. →Prices riseIf renewed Ukrainian buying lifts Cheniere's LNG sales and throughput, its demand for natural gas feedstock would rise, putting modest upward pressure on this input.
58% confidenceFreeport LNG Development LP →Prices riseIf renewed Ukraine-bound US LNG demand lifts Freeport's export throughput, its single listed fuel/input stream would face higher demand and likely firmer gas costs.
42% confidenceHop 2
Natural Gas →Stands to benefitA renewed Ukrainian purchase of American LNG would directly support Cheniere's export volumes as a U.S. LNG supplier.
89% confidenceNatural Gas →Stands to benefitWith a 22% share of natural-gas supply in the graph, a restored U.S.-to-Ukraine LNG route supports U.S. export demand.
84% confidenceNatural Gas (Roasting Fuel) →Stands to benefitA restored Ukrainian purchase of American LNG would raise demand for U.S.-sourced natural gas/LNG, benefiting the United States as the largest listed supplier on this input.
Hop 3
Interstate natural gas transmission pipelines →Stands to benefitThe restored export route should lift throughput on Kinder Morgan’s pipeline network, and its 40% share and long replacement lead time make that benefit meaningful.
72% confidenceInterstate natural gas transmission pipelines →Stands to benefitHigher LNG export demand should raise utilization on Williams’ interstate pipeline assets, and its 30% share plus low substitutability make it a likely beneficiary.
68% confidenceInterstate natural gas transmission pipelines →Stands to benefitHop 4
Kinder Morgan, Inc. →Prices riseInterstate natural gas transmission pipelines
More U.S. LNG export activity raises demand for interstate gas pipeline capacity, tightening a highly exposed input with long replacement lead time.
67% confidenceKinder Morgan, Inc. →Prices riseA renewed LNG export route increases feedgas demand, which can push up the price of pipeline-grade natural gas used in Kinder Morgan's network.
62% confidenceNatural gas (home) →supply up