Natural Gas Intelligence: U.S. LNG Output Sailing for Record Despite Rising Supply Costs
June 25, 2021
“At these price levels, every source of supply should be switched on, whether it’s gas or LNG,” said Oleg Vukmanovic, head of business intelligence at Poten & Partners. “U.S. supply is in the money on a full cost basis. Egyptian supply, which has more or less a $5/MMBtu breakeven, should also be on, but they’re experiencing some issues.”
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