The Disconnect Between U.S. Gas Prices & Recent LNG Deals

The transcript covers discussions from a major LNG conference, highlighting market tightening due to growing demand and limited new supply. Peter Coleman of Woodside Petroleum predicts a tighter market in 2020. The US LNG industry faces challenges with low global prices and higher domestic costs, impacting exports. Tolarian's new model with Total involves equity stakes instead of tolling fees, aiming to commoditize LNG like oil. Investment is crucial for project development, with cornerstone customers being key. The Permian region's negative gas prices and the resurgence of Brent oil deals are also discussed.

What new model did Total propose regarding LNG sales?

What impact does the volatility of natural gas prices in the US have on the LNG market?