Tellurian Investments CEO on LNG Prices

The video discusses the global LNG market, highlighting the increased demand from countries like China and Japan. It explores the downward trend in LNG prices due to oversupply and how this affects demand. The US is expected to double its LNG capacity, driven by increased gas production. The strategy for resource acquisition focuses on the Haynesville and Permian regions, emphasizing low acquisition and transport costs.

What is the main reason for the downward pressure on LNG prices this year?

• Increase in LNG supply

• Reduction in production costs

• Rise in oil prices

• Decrease in global demand

How does a low price environment affect LNG demand according to the transcript?

• It has no significant impact on demand

• It leads to a permanent demand foundation

• It decreases demand temporarily

• It causes demand to fluctuate unpredictably

What is the estimated additional LNG capacity needed in the US?

• 150 million tons

• 100 million tons

• 80 million tons

• 50 million tons

Which region is a major focus for resource acquisition due to its low costs?

• Permian

• Haynesville

• Appalachian

• Marcellus

What strategic development is prioritized due to negative gas prices in the Permian?

• Expanding overseas exports

• Developing a pipeline to South Louisiana

• Building a new refinery

• Increasing oil production