Santos Sees Both Opportunities and Risks From Trade War

The video discusses the current global LNG price environment, highlighting the cyclical nature of the market and expectations for future price adjustments. It addresses concerns about supply gluts and the impact of large LNG projects proceeding without full contracts. The discussion also covers the potential effects of the US-China trade war on Australian LNG producers, emphasizing the importance of maintaining a low cost of supply to remain competitive.

What is the current state of the global LNG price environment?

• Unpredictable and volatile

• Soft and cyclical

• High and stable

• Increasing rapidly

What is a key concern for LNG projects with upcoming FID decisions?

• Not fully contracting all their gas

• Lack of government support

• High operational costs

• Environmental regulations

How do Brownfield projects benefit companies like Santos?

• They require less initial investment

• They are more environmentally friendly

• They offer better tax incentives

• They have higher operational costs

How might the US-China trade war affect Australian LNG producers?

• It could create both risks and opportunities

• It will only create opportunities

• It will have no impact

• It will only create risks

What is the primary focus for LNG producers to remain competitive?

• Increasing production capacity

• Reducing the cost of supply

• Expanding into new markets

• Enhancing marketing strategies