BTU Analytics - COVID-19 Puts Wave 2 LNG in Jeopardy

Just under a year ago, BTU Analytics released Getting to the Gulf, an in-depth analysis of Wave 2 LNG facilities and the potential infrastructure bottlenecks that could hinder growth. At the time, US LNG demand had been on a steady upward trend with feedgas deliveries growing over 90% in 2019. However, the COVID-19 pandemic has disproportionately hit US LNG exports and as a result significantly altered the trajectory of US LNG forecasts. In today’s Energy Market Insight, BTU Analytics revisits Wave 2 LNG facilities’ progress, or lack thereof, that could put Wave 2 LNG in jeopardy.

https://btuanalytics.com/natural-gas-pricing/covid-19-puts-wave-2-lng-in-jeopardy/