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 factors contribute to the cyclical nature of the LNG business?

How do long-term contracts impact the LNG supply and pricing outlook?

What are the implications of a supply shortfall in the LNG market?

What strategies can LNG companies employ to maintain competitive margins?

In what ways can the US-China trade war affect Australian LNG producers?