Full Title: The Potential Impact of North American LNG Exports
Author(s): James Henderson
Publisher(s): Oxford Energy Institute
Publication Date: October 1, 2012
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Description (excerpt):
This paper by James Henderson focuses on future North American LNG exports which, while subject to political and production performance uncertainty, have the potential to create considerable impact in the likely destination markets of Asia, and also (through displacement of other Middle East or African – sourced LNG) Europe. Whilst it is unlikely that all the identified US and Canadian LNG export projects will proceed, there is the potential that sufficient investment will be forthcoming to allow arbitrage to proceed to its ‘equilibrium’, given favourable policy decisions.