5 LNG megaprojects poised to power the next gas boom
Large LNG projects promise new future supply capacity for liquefied natural gas.
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 benefitMore LNG megaproject capacity should increase demand for LNG import and peak-shaving equipment, and Chart has the largest listed share with low substitutability.
88% confidenceLNG peak-shaving and import facilities →supply upA larger LNG supply base should increase the availability of natural gas delivered through peak-shaving and import systems.
86% confidenceLNG peak-shaving and import facilities →supply upThe United States has the largest listed share of these facilities, so it should see the biggest supply-side benefit.
81% confidenceLNG peak-shaving and import facilities →Stands to benefitAir Products and Chemicals, Inc.APD
Air Products supplies a meaningful share of LNG-related equipment, so a bigger LNG buildout should support its project demand.
79% confidenceLNG peak-shaving and import facilities →Stands to benefitLinde Engineering (Linde plc)LIN
Linde Engineering should benefit from more LNG project activity, though its listed share is smaller than Chart's or Air Products'.
75% confidenceLNG peak-shaving and import facilities →Stands to benefitConstellation Energy (Everett LNG)CEG
Everett LNG's sole-qualified-supplier status makes it highly levered to stronger LNG import and peak-shaving throughput.
72% confidenceLNG peak-shaving and import facilities →supply upThe UK's listed share is substantial enough that more LNG capacity should modestly improve local supply availability.
71% confidenceQatarEnergy (Qatar Energy) →supply upNatural gas wellhead production
QatarEnergy’s North Field expansion is part of the LNG buildout, and the cited article says these megaprojects are unlocking new gas supplies, which should increase feedgas availability into QatarEnergy.
69% confidenceLNG peak-shaving and import facilities →Stands to benefitNew LNG supply capacity should modestly support LNG infrastructure and terminal activity, but its listed share is relatively small.
68% confidenceLNG peak-shaving and import facilities →supply upIreland's smaller but still direct exposure suggests a modest supply-up effect from greater LNG availability.
66% confidenceLNG peak-shaving and import facilities →supply upFrance has a smaller listed share, so the LNG supply improvement should be present but limited.
62% confidenceCheniere Energy Inc. →Prices riseNatural Gas (Pipeline-Grade, >95% Methane)
New LNG megaprojects increase demand for feedgas used by liquefaction plants, so Cheniere's pipeline-grade natural gas input is likely to become more expensive.
61% confidenceFreeport LNG Development LP →Prices riseAdditional LNG megaproject capacity increases competition for feed gas, which can raise the price of Freeport's natural-gas input despite moderate substitutability.
43% confidenceHop 2
Natural gas wellhead production →supply upNatural gas wellhead production is the critical upstream input for home natural gas, so added LNG-linked production capacity should increase downstream supply.
95% confidenceNatural Gas (Roasting Fuel) →Stands to benefitWith 25% of this input's supply share, the United States is a major source that should benefit from higher LNG-driven demand for feed gas.
83% confidenceNatural Gas (Roasting Fuel) →Stands to benefitQatar's 5% supply share makes it a plausible beneficiary if new LNG projects increase demand for natural gas feedstock.
Hop 3
Qatar →supply upNew LNG megaproject capacity increases future natural-gas availability, and Qatar’s 10% supply-share edge makes that transmission material.
72% confidenceCanada →supply upArgon Gas (insulating glass fill)
With 91.5% of argon gas supply coming from Canada, stronger Canadian gas availability should modestly increase this input's supply.
71% confidenceCanada →supply upWith 85.3% of supply from Canada, this HDPE compound should become more available if Canadian gas and petrochemical production is relieved.