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LNG and E&P: Investment deficit looming ahead
Aug 23: Latest research seems to indicate two distinct trends
8The huge emerging gap in demand and supply of crude oil and LNG
8Both needing big investments
8One study puts the demand-supply gap emerging in 2020 for LNG, when gas prices are going to tighten.
8This is going to come as good news for the KG Basin promoters because that is around the time that their output will hit the market.
8The gap in crude demand and supply will need big investments too
8Also know more about the breakeven E&P cost curves, they have changed too in a dynamic fashion
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