Can Canadian LNG Compete in Europe Once Today’s Emergency Gas Prices Fade?

Can Canadian LNG compete in Europe once today’s emergency gas prices fade?

Energy Flux analyst Seb Kennedy joins Markham Hislop to examine the economics of proposed British Columbia LNG exports.

They discuss 2030 European gas futures, the cost of Ksi Lisims infrastructure, shipping via the Panama Canal, and why European buyers may send Canadian cargoes to Asia instead. The conversation also covers the Strait of Hormuz supply shock, the delayed prospect of an LNG glut, take-or-pay contracts and the potential taxpayer exposure behind politically supported energy projects.

A detailed look at the tension between market economics and energy security.