Aurex Insight: US LNG Practice

Q3 2019

LNG Specialists

Welcome to the latest edition of the Aurex Group quarterly update for the US LNG market. In this issue we will be providing market commentary and highlighting notable market moves from the last quarter. If you would like to request further information or receive a full version of this report please email: info@aurexgroup.com.

Aurex Group is a global team of recruitment professionals specializing in the Energy, Natural Resources and Supply Chain sectors. Based out of Houston, our US LNG recruitment team specializes in sourcing business-critical and niche skillsets for participants involved in every aspect of the ongoing LNG project lifecycle. Specifically, our clients include LNG Portfolio Players, EPC Platforms, LNG Owners, Law Firms, Merchant Traders and Investment Funds. Please see below a summary of our coverage and example roles that we source for:

US LNG Market Trends

US LNG Export Projects Fully Approved by the DOE and FERC in 2019

Project

Location

Proposed Design Capacity (Bcf/d)

Cameron LNG – Trains 4 & 5

Hackberry, LA

1.41 Bcf/d

Corpus Christi – Train 3

Corpus Christi, TX

0.70 Bcf/d

Driftwood LNG

Calcasieu Parish, LA

4.00 Bcf/d

Freeport LNG- Train 4

Freeport, TX

0.72 Bcf/d

Golden Pass Products

Sabine Pass, TX

2.10 Bcf/d

Gulf LNG Liquefaction

Pascagoula, MS

1.50 Bcf/d

Lake Charles LNG

Lake Charles, LA

2.20 Bcf/d

Magnolia LNG

Lake Charles, LA

1.08 Bcf/d

Port Arthur LNG- Trains 1&2

Port Arthur, TX

1.86 Bcf/d

Sabine Pass – Train 6

Sabine Pass, LA

0.70 Bcf/d

Venture Global Calcasieu Pass

Cameron Parish, LA

1.41 Bcf/d

Total

 

17.68 Bcf/d

US LNG grabs 10% market share as January-August exports equal 2018 volumes

In the rest three quarters of 2019 the US has accounted for 10% of the global LNG supply at approximately 22MT. This is equal to the total amount of LNG the US produced in 2018.

Zawadzki, S. (2019) U.S. LNG grabs 10% market share as January-August exports equal 2018 volumes. Reuters.

CME launches US LNG futures contract with physical delivery

The CME will launch a 24 delivery months futures contract for LNG that is physically delivered at Cheniere Energy’s Sabine Pass export terminal. This contract is a new mechanism created to provide an additional and enhanced approach to managing their risks.

Zawadzki, S. (2019) CME launches U.S. LNG futures contract with physical delivery. Reuters.

What does the US-China trade war mean for US LNG projects?

Wood Mackenzie expects the US-China trade war to have a limited short-term impact on US LNG projects. Their reasoning for this is two-fold:

  • US producers already have long term contracts in place with non-Chinese buyers
  • Shipping economics are more advantageous delivering US LNG into Europe, rather than the Pacific Basin

Cullen, L. (2019) What does the US-China trade war mean for US LNG projects? Wood Mackenzie.

Notable Market Moves (Q3 ’19)

Commercial/Marketing and Trading

  • Ronnie Jones left Toshiba America LNG and joined Atlantic, Gulf & Pacific Company (AG&P), in Houston, TX, as Vice President of LNG Operations.
  • Brian Allen left Toshiba America LNG and joined JERA Americas, in Houston, TX, as Senior Manager, Freeport LNG Business.
  • Toriano Hicks left Toshiba America LNG and joined Osaka Gas USA, in Houston, TX, as Senior Manager, LNG Tolling Operations.
  • Ty Webb left TechnipFMC and joined Chart Energy & Chemicals, Inc., in Houston, TX, as Vice President, LNG Business Development.
  • Kristen Thomas left Halliburton and joined Cheniere Energy, in Houston, TX, as Associate Scheduler, Gas.
  • Lynnsey Lin left Wood Mackenzie and joined Cheniere Energy, in Houston, TX, as Analyst – Market Research.
  • Kasciandro Senem left Petrobras America Inc. and joined Golar LNG, in Houston, TX, as Executive Vice President – LNG Origination and Trading.
  • Matthew Romero left Glencore and joined Uniper, in Houston, TX, as Director Origination.
  • Cristina Cordeddu left ENI and joined Gaffney, Cline & Associates, in Houston, TX, as Principal, Gas & LNG.
  • Lukasz Szczepankowski left Osaka Gas USA and joined Uniper, in Houston, TX, as Director, Commercial LNG.

Supply Chain/Procurement - Owner/Operator

  • Icksoo Ahn left BP and joined Cheniere Energy, in Houston, TX, as Senior Category Specialist.
  • Cody Burkett left US Ocean, LLC and joined Cheniere Energy, in Houston, TX, as Logistics Specialist.
  • Derek Jeanes left Phillips 66 and joined Cheniere Energy, in Houston, TX, as Senior Contract Specialist – Capital Projects.
  • Cheryl Rankin left Toshiba Americas LNG and joined Energy Transfer, in Houston, TX, as Analyst-Contract Administration.
  • Gonzalo Pineda left Canadian Natural Resources Limited (CNRL) and joined LNG Canada, in Canada, as Contracts Analyst.
  • Jodie Burr left Energy XXI and joined NextDecade, in Houston, TX, as Sr. Manager – Contracts & Procurement.
  • Frank Zaid left McDermott International Inc. and joined NextDecade, in Houston, TX, as Project Controls.
  • Moeed Afzal left Freeport LNG and joined Scientific Drilling, in Houston, TX, as SAP COE FICO Lead.
  • Desira Rayburn left Bechtel Corporation and joined Woodfibre LNG Limited, in Houston, TX, as Contracts Manager.

EPC

  • Ed Andrade left TRC Companies, Inc. and joined Audubon Companies, in Houston, TX, as Sr Project Engineering Manager – NextDecade’s Rio Grande LNG Owner’s Engineer.
  • Marcus Beckford left Bechtel Corporation and joined Black & Veatch, in Houston, TX, as Project Procurement Manager.
  • Herbert Duke left Oscar and joined Black & Veatch, in Houston, TX, as Engineering Manager.
  • Hidemichi Iizuka left Bechtel Oil, Gas, & Chemicals and joined Black & Veatch, in Houston, TX, as Engineering Manager.
  • Timothy Cannon left Fluor and joined Calculated Controls, in Houston, TX, as Sr. Scheduler.
  • Alexandra Wang left Bechtel Oil, Gas & Chemicals and joined CEMEX USA, in Houston, TX, as Director Procurement, Strategic Sourcing
  • Chris Chierchio left Rio Tinto and joined Fluor Corporation, in Canada, as Contracts Supervisor.
  • Wilson Villarey left SNC-Lavalin and joined Fluor Corporation, in Edmonton, AB, as Project Controls.
  • Sujit Singh left Kinder Morgan, Inc. and joined Fluor Corporation, in Calgary, AB, as Director 1, Contracts Management (LNG Project).
  • Yael I_ergan left Quanta Telecommunication Services and joined INFINITalent Partners, LLC, in Houston, TX, as Managing Director.
  • Jason Farmer left Chiyoda International Corporation and joined Kiewit, in Houston, TX, as Senior Project Engineer.
  • John Salinardo left Pepco Holdings and joined Kiewit, in Houston, TX, as Lake Calcasiue LNG Power Block Lead Scheduler.
  • Eleonora Le Blanc left KBR, Inc. and joined McDermott International Inc, in Houston, TX, as Sr. Subcontracts Specialist.
  • Asad Khan left Atlantic LNG and joined McDermott International Inc., in Houston, TX, as Senior Project Manager.
  • Joseph Composto left Bechtel Corporation and joined McDermott International Inc., in Houston, TX, as Supply Chain Manager – Category Manager -Americas.
  • Clark Dunlap left Wood and joined McDermott International Inc., in Houston, TX, as Sr. Technical Acquisition Specialist.
  • Carla Ruotsi left KBR Careers – Gov Solutions and joined McDermott International Inc., in Houston, TX, as Sr. Subcontracts Specialist.
  • Sonya Martinez left Bechtel Oil, Gas, & Chemicals and joined McDermott International Inc., in Houston, TX, as Senior Subcontracts Specialist.
  • Preeti Jain left Jacobs and joined Worley, in Houston, TX, as Vice President, Energy & Chemicals – US Central.
  • Paul Zeman left Jacobs and joined Worley, in Calgary, AB, as Senior Project Controls Specialist.
  • Angela Thomson left Husky Oil Operations Limited and joined Fluor Corporation, in Calgary, AB, as Director, Contracts Management (Claims).
  • Daria Hasselmann left Barkerville Gold Mines Ltd (BGM) and joined Fluor Corporation, in Houston, TX, as Community Impact Manager.
  • San Rao left Cheniere Energy, Inc. and joined GR2 Engineering Inc., in Houston, TX, as SR. Vice President.
  • Shelina Khureshi left IHI E&C International Corporation and joined Kiewit, in Houston, TX, as Project Buyer.
  • Arch A.C. left McDermott International Inc. and joined Kiewit, in Houston, TX, as Sr. Estimator.
  • Jose Torres left EnSiteUSA and joined Kiewit, in Houston, TX, as Structural Designer.
  • Phil Natland left Semi Retired and joined McDermott International Inc., in Houston, TX, as Engineering Manager.
  • Keira Markle left JGC America, Inc. and joined McDermott International Inc., in Houston, TX, as NCSA Subcontracts Operations Director.
  • Brent Schier left Jacobs and joined McDermott International Inc., in Houston, TX, as Global Vice President.
  • Mohammad Nazrul Islam left Kiewit Engineering Group Inc and joined McDermott International Inc., in Houston, TX, as Principal Electrical Engineer.
  • Scott Johnson left Technip and joined McDermott International Inc., in Houston, TX, as Senior Principal Estimator.
  • David Wene left Cameron LNG and joined Polaris Engineering, in Sulphur, LA, as Manager.
  • Ruchika Bhardwaj left Fluor Corporation and joined Siemens, in USA, as Supply Chain Management Professional.
  • Chad Cahoon left Jacobs and joined Worley, in Calgary, AB, as Principal Project Controls Specialist.
  • Jeff_Jenkins left Canaport LNG LP and joined Worley, in Quispamsis, NB, as Business Manager.

Operations & Technical - Owner/Operator

  • Marshall Reed left Subsea 7 and joined Anadarko Petroleum Corporation, in Houston, TX, as Offshore Planner for the Mozamique LNG Project.
  • Emily Barrett left Noble Energy and joined Anadarko Petroleum Corporation, in Houston, TX, as Principal Consultant.
  • Lisa Leland left CFE International LLC and joined Annova LNG, LLC, in Houston, TX, as SVP Gas Supply.
  • Melanie Melkus left Mercuria Energy Trading S.A. and joined Cameron LNG, in Houston, TX, as Director, Human Resources.
  • Bridget Guillory left Cameron and joined Cameron LNG, in Ville Platte, LA, as Financial Analyst.
  • Franz Field left Shell and joined Cameron LNG, in Lake Charles, LA, as Plant IT Manager.
  • Cornelis Van der Linden left Total and joined Cameron LNG (Seconded by TOTAL), in Houston, TX, as Executive Advisor.
  • Bobby Barnett left Southwestern Energy and joined Cheniere Energy, Inc., in Conway, AR, as Lead HSSE Coordinator.
  • Jenna Palfrey left TransCanada and joined Cheniere Energy, Inc., in Houston, TX, as Manager, External Communications.
  • Felicia Compian left iSymphony and joined Cheniere Energy, Inc., in Houston, TX, as Consultant – Corporate Philanthropy & Events.
  • Kristin Bean left MaloneBailey, LLP and joined Cheniere Energy, Inc., in Houston, TX, as Associate Accountant, Tax.
  • Chantal Ortiz left The Port of Corpus Christi and joined Cheniere Energy, Inc., in Corpus Christi, TX, as Associate Human Resources Business Partner.
  • Brandon Chaudhury left Guggenheim Partners and joined Cheniere Energy, Inc., in Houston, TX, as Financial Analyst.
  • Ian Faulk left EY and joined Cheniere Energy, Inc., in Houston, TX, as Accountant, LNG Liquefaction & Regasification.
  • Jim Stevens left Shell and joined Cheniere Energy, Inc., in Houston, TX, as Managing Counsel.
  • Nazokat Alimova left Scotiabank and joined Cheniere Energy, Inc., in Houston, TX, as Senior Accountant.
  • Daisy Triana left The Sterling Group and joined Cheniere Energy, Inc., in Houston, TX, as Senior Specialist Internal Controls.
  • Carson Burdine left MacDermid Performance Solutions and joined Cheniere Energy, Inc., in Houston, TX, as Business Planning Lead.
  • Nicole Hartman left EP Energy and joined Cheniere Energy, Inc., in Houston, TX, as HR.
  • Robert Gray left ExxonMobil Corporation and joined Cheniere Energy, Inc., in Nederland, TX, as Senior Environmental Coordinator.
  • Samuel Reavis left Viking Advisory Group LLC and joined Eagle LNG Partners, in Houston, TX, as Commercial Development Analyst.
  • Komi Hassan left NextDecade, LLC and joined EXP, in Houston, TX, as Senior Program Manager.
  • Jerry van Vuuren left TechnipFMC and joined Freeport LNG, in Houston, TX, as HCM SuccessFactors Lead.
  • Paul Miles left Direct Energy and joined Freeport LNG, in Houston, TX, as Manager, Financial Planning &Analysis.
  • Nor D. left Qatar Petroleum and joined Golden Pass LNG Terminal, in USA, as Commercial Executive Administrator.
  • Megan Peterson left Whataburger and joined Golden Pass LNG Terminal, in San Antonio, TX, as Above Field Training Coordinator.
  • Hang Ngo left Alta Mesa Resources and joined JERA Americas, in Houston, TX, as Treasury Manager.
  • Alexander Brovkin left Furniture Connection and joined LNG Canada, in Kitimat, BC, as Project Marine Advisor – Operations Directorate.
  • Tariro Mpoperi left Canadian Vocational Association and joined LNG Canada, in Canada, as Manager, Learning and Development.
  • Crystal Enriquez left CLEAResult and joined NextDecade, in Houston, TX, as Human Resources Assistant.
  • David Waterfield left Spencer Ogden and joined NextDecade, in Houston, TX, as Head of Resourcing.
  • Toni Beck left Waste Management and joined NextDecade, in Houston, TX, as Vice President Corporate Communications & Community Relations.
  • Melinda Rodríguez left Texas Southmost College and joined NextDecade, in Brownsville, TX, as Director of Community Relations.
  • Matthew Farr left Black & Veatch and joined NextDecade, in Houston, TX, as Commissioning & Startup Manager.
  • Raj Kondapaneni left Cameron LNG and joined NextDecade, in Houston, TX, as Senior Director Information Technology.
  • Angus Turner was promoted to Director, Modeling and Planning, in Calgary, AB from Financial Modeling Consultant
  • Lori Bobye left Black Horse Energy Corp and joined Pieridae Energy Limited, in Calgary, AB, as Consultant.
  • Santos Sanchez left Sempra LNG & Midstream and work as Operations Management Consultant (Self-employed), in Houston, TX.
  • Jason Brower left Nevium Intellectual Property Consultants and joined Sempra LNG, in San Diego, CA, as Senior Financial Analyst.
  • Jennifer Brown left Oakwood Village and joined Tellurian, in Oregon, WI, as HR Director.
  • Matthew Phillips left Guggenheim Partners and joined Tellurian Inc., in Houston, TX, as Sr Manager -Office of the Chairman.
  • Rachal John left Zachry Industrial, Inc. and joined Venture Global LNG, in USA, as Project Manager.
  • David Heard left Exelon and joined Venture Global LNG, in Washington D.C., as Project Delivery Manager, PMP®.
  • Adam Wilkinson left Hilton and joined Venture Global LNG, in Washington D.C., as Manager, Technical Accounting.
  • Rio Ishii left Anadarko Petroleum Corporation and joined Venture Global LNG, in Singapore, as Vice President, LNG Marketing – Asia.
  • Dennis Egger left EnSiteUSA and joined Venture Global LNG, in Arlington, VA, as Director of Construction.
  • Amr Khalil left McDermott International Inc. and joined Venture Global LNG, in Houston, TX, as Project Interface Manager.
  • John Van der Put left Peters Energy Solutions Inc and joined Woodfibre LNG Limited, in Calgary, AB, as Project Manager, Pipeline.
  • James Wilkinson left Innergex and joined Woodfibre LNG Limited, in Vancouver, BC, as Senior Regulatory Manager.
  • Rebecca Scott left BC Liberal Opposition Leader’s Office and Caucus and joined Wood_bre LNG Limited, in Vancouver, Canada, as Director of Communications.
  • Graham Lawton left Paci_c Oil & Gas and joined Anadarko Petroleum Corporation, in Houston, TX, as Project Director, Mozambique LNG.
  • Michael Birch left PT Donggi Senoro LNG and joined Anadarko Petroleum Corporation, in Houston, TX, as Maintenance Manager MZLNG.
  • Alaric Harrell left American Midstream, LP and joined Cameron LNG, in Houston, TX, as Assistant Controller.
  • Aaron Orlando left ENSTOR Gas, LLC and joined Cameron LNG, in Houston, TX, as Analyst, Regulatory & Compliance.
  • Sofia Roberts left Consultant and joined Cameron LNG, in Houston, TX, as HR Business Partner.
  • Robert Vincent left Total Petrochemicals & Refining USA and joined Cameron LNG, in Port Arthur, TX, as Lead QA/QC.
  • Victor Trejo left YES Prep Public Schools and joined Cheniere Energy, Inc., in Houston, TX, as Associate Developer, Business Intelligence.
  • Kayla Johnston left Westlake Chemical and joined Cheniere Energy, Inc., in Houston, TX, as Analyst, HR Services.
  • Cynthia Herrington left Insperity and joined Cheniere Energy, Inc., in Houston, TX, as Litigation Paralegal.
  • Emily Rose Gordinier left PwC and joined Cheniere Energy, Inc., in Houston, TX, as Senior Tax Analyst.
  • Casey Koplik left Koch Supply & Trading and joined Cheniere Energy, Inc., in Houston, TX, as Senior Risk Analyst.
  • Eric Uquillas left Resource Environmental Solutions LLC and joined Cheniere Energy, Inc., in Houston, TX, as Senior Analyst – FP&A.
  • Lisa Walley left Pepperl+Fuchs, Inc. and joined Cheniere Energy, Inc., in Houston, TX, as HR Administrator (Contractor).
  • Andrew Holleman left Federal Energy Regulatory Commission and joined Cheniere Energy, Inc., in Washington D.C., as Lead Representative, Government Affairs.
  • Tyler Silva left PwC and joined Cheniere Energy, Inc., in Houston, TX, as Senior Accountant, Technical Accounting.
  • Rob Smith left Department of Energy and joined Cheniere Energy, Inc., in Washington D.C., as Vice President, Regulatory Affairs.
  • Laura Otto left EDF Energy Services and joined Cheniere Energy, Inc., in Houston, TX, as Senior Paralegal.
  • Hector Miranda left MIECO Inc. and joined Cheniere Energy, Inc., in Houston, TX, as Senior Representative, Gas Supply.
  • Natalie Toves left KLX Energy Services and joined Cheniere Energy, Inc., in Houston, TX, as Senior Accountant.
  • Scott Kilmer left Kilmer & Associates, LLC. and joined Cheniere Energy, Inc., in Houston, TX, as Pipeline Safety Advisor.
  • Frank Moreno left Generac Power Systems and joined Eagle LNG Partners, in Miami, FL, as Director Sales and Marketing.
  • Asad Imran left Freeport LNG and joined ExxonMobil, in Houston, TX, as LNG Advisor.
  • Angela Kovar left Westlake Chemical and joined Freeport LNG, in Houston, TX, as Health & Welfare Benefits Lead.
  • Ben Spencer left American Midstream, LP and joined Golden Pass LNG Terminal, in Houston, TX, as Lead Financial Analyst.
  • Randy Moreland left UniversalPegasus International and joined Golden Pass LNG Terminal, in Houston, TX, as Quality Inspection Advisor.
  • Jessica Haryu left Shell and joined LNG Canada, in Vancouver, BC, as Marine Technical Advisor.
  • Brett O’Neil left Canadian Natural Resources Limited (CNRL) and joined LNG Canada, in Alberta, Canada, as Learning Systems Advisor.
  • Peter Zebedee left Shell and joined LNG Canada, in Vancouver, Canada, as CEO.
  • Jerry Schafer left McDermott International Inc. and joined NextDecade, in Houston, TX, as Senior Regulatory and Permitting Manager.
  • Theresa Branney left Uniper and joined NextDecade, in Houston, TX, as Vice President Gas Supply and Transportation.
  • Cassie H. left Audubon Companies and joined NextDecade, in USA, as Senior Project Engineer.
  • Onder Akinci left Atkins and joined NextDecade, in Houston, TX, as Sr. Civil Engineer.
  • Vikrum Subra left CAM Integrated Solutions and joined NextDecade, in Houston, TX, as Senior Project Engineer.
  • Erik Ludtke left NextDecade and joined NOVA Infrastructure, in Houston, TX, as Operating Partner.
  • Michael Bartley left Canlin Energy Corporation and joined Pieridae Energy Limited, in Calgary, AB, as Director, Human Resources.
  • James Millar left Calgary Bid Corporation and joined Pieridae Energy Limited, in Canada, as Director of External Relations – ABC.
  • Mark Vance left Cheniere Energy, Inc. and joined QIS/Targa, in Mandaree, ND, as Site Inspector/Welding, Civil, I&E.
  • Shekhar Maraj left Cheniere Energy, Inc. and joined Sempra LNG, in Houston, TX, as Operations Manager.
  • Amirhossein Chaeiforoush left Linde Engineering North America Inc. and joined Sempra LNG, in Houston, TX, as Principal Civil Structural Engineer.
  • Octavio Simoes left Sempra Energy and joined Tellurian Inc., in Diego, CA, as Senior Advisor to the CEO.
  • Patrick Becker left Enbridge and joined Tellurian Inc., in Houston, TX, as Project Director (c).
  • Alexander Tuchinsky left Cisco Sakhalin and joined Venture Global LNG, in USA, as Construction Manager.
  • Jeffrey Boodoo left Airswift (Cheniere Corpus Christi Liquefaction Project) and joined Venture
  • Global LNG, in Houston, TX, as Director, Operations Engineering.
  • Jeanna Baer left Cheniere Energy, Inc. and joined Venture Global LNG, in Houston, TX, as Human Resources & Recruiting Manager.
  • Ngoni Murandu left Southwest Gas Corporation and joined Venture Global LNG, in Arlington, VA, as Chief Information Officer.
  • John Thomson left Orrick, Herrington & Sutcliffe LLP and joined Venture Global LNG, in Washington, DC, as Assistant General Counsel.
  • Mark Digby left BHGE TMS and joined Venture Global LNG, in Houston, TX, as Director of Power Island.
  • Hemraj Gaidhani left McDermott International Inc. and joined Wood_bre LNG Limited, in Houston, TX, as Lead Engineer – LNG.
  • Dennis Smith left Sea to Sky Community Services and joined Wood_bre LNG Limited, in Squamish, BC, as Facilities Manager.
  • Elias “Eli” Alvarez left Cheniere Energy, Inc. and joined XTO Energy, in Corpus Christi, TX, as Flowback Integrity Consultant.

Our Team

Adam Skinner

Partner, Global Energy &

Head of LNG

Morgan Scott

Research Associate,

LNG Practice

Sophie Rao

Research Associate,

LNG Practice

Alexa Montagna

Research Associate,

LNG Practice

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Australia

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