“A lot of traditional, you know, just U.S. producers are now becoming direct LNG sellers or suppliers and vice versa to take advantage of that spread”
Ryan Pittman · Eversheds Sutherland - Legal Insights · Energy Transition Series: Energy Transition and Pricing Volatility
Play from 18:20
18:20
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What was described
pursued vertical integration by becoming direct LNG sellers to capture the Henry Hub-JKM price spread
Said nearby on the same subject
“Brendan buys the real estate along with every business… where the consolidators standardize, Brendan has run the other direction… same names, same teams… that has become the reason sellers call him”
“We rather think it's useful to instead use the direct carbon prices that sectors are subject to rather than just using a blanket shallow carbon price.”
“The only way that you can compete is by lowering the price, i.e. reducing the spread that you charge, or being more aggressive on the kinds of risks that you take.”