Discuss why U.S. LNG imports have been falling,
not rising as predicted.
•
Consider whether this is a temporary lull
or a fundamental shift. If the shift is temporary, discuss
when the tide will turn and the leading indicators signaling
the shift.
•
Address U.S. production economics relative
to LNG delivery economics. Focus specifically on unconventional
natural gas production, such as shale, tight sands and
coal-bed methane.
•
Determine why offshore production has not
been falling as predicted.
•
Consider why such countries as Spain, Japan
and the U.K. can outbid the U.S. for LNG cargoes. Consider
what factors will determine European and Asian prices
in the future.
•
Chronicle new LNG supplies and match those
supplies to market demand to
determine when all world demand for LNG will be met.
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