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Flex LNG Ltd.
FLNG · ARCX · Oil & Gas Midstream · Bermuda
Flex LNG Ltd. is a shipping company that focuses on the transportation of liquefied natural gas (LNG). The company owns and operates a fleet of advanced, fuel-efficient LNG carriers. These vessels are integral in facilitating the global trade of natural gas, enabling the efficient and safe movement of this energy resource across the world. Flex LNG Ltd. plays a critical role in the energy sector, particularly in supporting strategies aimed at energy transition and climate change mitigation by offering cleaner alternatives to more carbon-intensive fossil fuels. The company's fleet is equipped with state-of-the-art technology, emphasizing eco-friendly operations, which is becoming increasingly important as regulatory pressures and environmental concerns grow. Flex LNG Ltd. works closely with major energy companies, ensuring reliable and flexible logistic solutions needed in the dynamically evolving energy markets. Its significant presence and operational capacity in the LNG shipping industry make it an influential player in the arena of global energy logistics, contributing to the accessibility and availability of natural gas worldwide.
Industry
Oil & Gas Midstream
Energy sector · Bermuda
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Supply Chain
Liquefied Natural Gas Supply Chain
The LNG supply chain moves natural gas from producing regions to importing countries by cooling it to -162°C for ocean transport, then reheating it for distribution through domestic pipeline networks to heat homes, generate electricity, and fuel industrial processes. The system is governed by three root constraints: liquefaction infrastructure that costs $10-20 billion per facility and takes five to seven years to build, regasification dependency that prevents importing countries from receiving LNG without their own terminal infrastructure regardless of global supply levels, and long-term contract structures requiring fifteen to twenty-year take-or-pay commitments that lock trade flows into rigid patterns that cannot quickly redirect when geopolitical or market conditions change.
Oil and Gas Supply Chain
The oil and gas supply chain moves crude oil, natural gas, gasoline, diesel, jet fuel, and plastics feedstock from subsurface reservoirs to end consumers through an infrastructure system governed by three root constraints: geological fixity of reserves that cannot be manufactured or relocated, capital cycle lengths of five to ten years that make investment decisions effectively irreversible, and infrastructure lock-in from pipelines, refineries, and terminals that are geographically fixed and take decades to build, producing a system where supply responses lag demand signals by years and physical bottlenecks determine competitive outcomes more than pricing power.
Natural Gas Pipeline Supply Chain
The natural gas pipeline supply chain moves methane from production basins to homes, power plants, and factories through networks of buried steel pipes, compressor stations, and underground storage facilities. The system is governed by three root constraints: infrastructure irreversibility that locks specific producers to specific consumers for decades once a pipeline is built, compressor station physics that make pipeline capacity a function of the entire compression chain rather than pipe diameter alone, and storage geography mismatches where seasonal demand buffering depends on underground facilities whose locations were determined by geology rather than proximity to consumption centers.