UBS-Midstream Natural Gas Liquified Natural Gas Production Tracker-Vol 16-20251001
这篇研报讲什么?
摘要原文摘录About the UBS Evidence Lab US LNG Terminal Gas Inflow Tracker
机构观点归属瑞银集团,研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录,内容以原始报告为准。
研报摘要
About the UBS Evidence Lab US LNG Terminal Gas Inflow Tracker
This monitor estimates daily US terminal-level LNG production using data from EIA and FERC regulated pipeline informational postings. This data covers the volume of natural gas (MMcf/d) delivered by pipelines each day to the major US LNG export terminals listed below. The data is refreshed weekly and covers the full history of US LNG exports,starting in January 2016.
Why is This Unique?
This monitor estimates the amount of daily LNG produced at each major export terminal based on analysis of the relationship between historical gas deliveries and LNG exports (from EIA). The coefficients for LNG production losses are then used to estimate current LNG production by applying the LNG conversion loss coefficients to the daily feedstock volumes. This monitor also uses train (LNG production unit) level capacity data from EIA to track changes in baseload and peak capacity to produce LNG at the terminal level as new trains are brought into service.
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。