BNEF Brief: The Bottleneck at the Panama Canal

The video discusses the challenges of exporting LNG from the US to Asia, focusing on the limitations of the Panama Canal, which can only handle one LNG ship per day. With US export capacity expected to double, alternative solutions such as securing canal slots, swapping cargoes, or rerouting around the Cape of Good Hope are considered. These options involve additional costs and logistical considerations.

How does the capacity of the Panama Canal affect the number of LNG ships that can pass through daily?

What is the expected impact of the Panama Canal's limitations on US LNG exports by 2020?

What challenges do US exporters face in meeting the demand for LNG in Asia?

What are the three options mentioned for US sellers and Asian buyers to manage LNG exports?

What are the potential costs associated with routing LNG shipments around the Cape of Good Hope?