April 29, 2024

Major shifts in LNG portfolio value: “Flex in focus”

2 min

Subscribe to our blog

“4 key drivers are shaping market & portfolio value evolution into 2025”

Our feature content this week is video based. You can meet some of the Timera LNG & gas team members in a recording of our recent ‘Flex in focus’ webinar focused on how shifting pricing dynamics are driving LNG portfolio value.

Click here for the slide pack from the webinar.

Click here to watch the webinar video recording.

Interested in some of the content covered? Here is a taster of a couple of excerpts from the webinar:

1. Has the recent price recovery got legs?

We discuss evolution of global gas price benchmarks and recent potential signs of price recovery after 18 months of post-crisis declines.

Chart 1: Global price benchmarks

2. 4 key drivers of global supply & demand balance into 2025

We discuss how 4 key drivers are shaping the evolution of global supply & demand balance.

Chart 2: 4 key drivers and global S&D chart (2025 case study)

Source: Timera Energy

3. How value of LNG contracts is shifting with market dynamics

We show analysis of value changes for two case study contracts (i) US toll (ii) Brent SPA to illustrate shifts in intrinsic & extrinsic value.

Chart 3: US tolling contract value breakdown for 2025 (Jan 23 vs Apr 24)

Source: Timera Energy

For more details click on the links above to see the webinar pack and view the webinar.


Timera is recruiting

Given strong demand for our services, we are actively looking to recruit:

See our Careers page for more information on available roles, life at Timera and how to apply.

Major shifts in LNG portfolio value: “Flex in focus”