U.S. LNG Is Booming, But Who Supplies The Gas? Alex Kimani -- December 4, 2022

Archived. 

The op-ed begins;

In the current year, five developers have signed over 20 long-term deals to supply more than 30 million metric tons/year of LNG.

Pundits are asking if the United States can ramp up production to meet future demand.  It’s going to be a real challenge for the United States to meet future LNG demand. 

Conversion:

• 30 million metric tons = 266,193,434 boe 
• /365 = 730,000 boepd
• so, we're talking a million boepd LNG exports
  
• link here

The article provides a great wrap-up for an incredible year for US LNG exports. And, yes, the Bakken is mentioned.

From wiki:

Since 2005, Qatargas has pioneered the development of two new classes of LNG carriers, referred to as Q-Flex and Q-Max.

Each ship has a cargo capacity of between 210,000 and 266,000 cubic metres (7,400,000 and 9,400,000 cu ft) and is equipped with a re-liquefaction plant. 

Today we see interest for small scale LNG bunker carriers. Some need to stay below the life rafts of Cruise ships and Ropax vessels.

Examples are the Damen LGC 3000 and the Seagas.

By 2005 a total of 203 vessels had been built, of which 193 were still in service.

At the end of 2016, the global LNG shipping fleet consisted of 439 vessels. 

In 2017, an estimated 170 vessels are in use at any one time

At the end of 2018, the global fleet was approximately 550 vessels.

In 2021—2022, an LNG shipment from USA to Europe could return a profit of $133—200 million. Shipping rates were $100,000 per day even for 5-year contracts, but can vary between $60,000—250,000.

Conversion:

• 1 cubic meter of LNG = 0.4049 tonnes
• 250,000 cubic meters = 100,000 tons
• 30 million tons / 100,000 tons = 300 Q-Max vessels

Disclaimer: I often make simple arithmetic errors. 

*************************
Prices

Tonight, Sunday night, pre-market oil (up 2%) and natural gas (down 5%):