Supply Chain Research

China’s demand for LNG took a step forward in July, climbing 165% on a year earlier and by 45% on a sequential, quarterly basis. Growth was led by supplies from Papua New Guinea and Australia, with no U.S. supplies for the second time this year. U.S. exports in July meanwhile climbed 5% vs. June – including shipments to China that will have arrived in August. Cheniere Energy’s fourth train at its Sabine Pass facility came online in July, so volumes should have risen in August. The impact of Hurricanes Harvey and Irma remains to be seen, but there has been no permanent damage to the termi...