Golar LNG's deal to develop the Delfin gas field off the US is a "potential game-changer" for the company, one analyst believes.

Wells Fargo Securities said: "We view it as a significant positive. However we'll continue to proceed cautiously as a number of forward dynamics still need to fall into place."

Golar signed a deal with Delfin Midstream on Wednesday to provide up to four FLNG units for the project off the coast of Louisiana, which will produce up to 13m tonnes of LNG per year from 2021 or 2022.