Clock Is Ticking for Qatar to Sell Its LNG

No, not really. Qatar is in a league of its own when it comes to LNG. Their production cost at the delivery point is unmatched. Purely on price, they outcompete pretty much anyone on the planet and they still make money when prices hit rock bottom and everybody else is losing cash. Plus, they have pushed optimization of the entire value chain to another level and can do things that very few players can match. There are other projects – given. They will compete and create some slight squeeze but they won’t put Qatar on the edge ever. 

Linkedin Thread