Tellurian's Houston on Business Strategy and Outlook

The video discusses the impact of geopolitical tensions on oil prices, noting a moderate increase. It addresses inflation's effect on construction costs and strategies to mitigate risks, emphasizing the importance of reliable contractors. The trend towards long-term energy contracts post-Russia-Ukraine crisis is highlighted, with gas playing a crucial role in the energy transition. The video concludes with an outlook on gas prices, considering factors like cold winters in Europe and Asia that could affect demand and prices.

How have the ongoing geopolitical tensions affected the energy markets according to the speaker?

• They have caused a dramatic increase in oil prices.

• They have caused a complete halt in energy trading.

• They have led to a stable energy market.

• They have resulted in a significant decrease in oil prices.

What strategy is Tellurian using to manage construction costs amid inflation?

• Hiring more contractors

• Using lump sum turnkey contracts

• Delaying projects until inflation decreases

• Reducing the scale of projects

Why is it important for developers to have quality contractors for large infrastructure projects?

• To ensure projects are completed quickly

• To increase the project's visibility

• To manage risks and ensure projects are on time and budget

• To reduce the number of workers needed

What trend has been observed in the LNG market post-Russia-Ukraine crisis?

• There is a move towards longer-term contracts

• Short-term contracts are becoming more popular

• There is no change in contract trends

• Contracts are being canceled frequently

What factors could significantly impact gas prices according to the speaker?

• New renewable energy sources

• Cold winters in Europe and Asia

• Increased production in the US

• Decreased demand in Africa