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Get in-depth data and insights on market fundamentals to inform investment decisions in the Southern Cone
In a highly competitive gas and power global market, the Southern Cone (Argentina, Bolivia, Brazil and Chile) has become an increasingly attractive region with promising investment opportunities for local and international buyers. Executives rely on you to accurately analyse the regional gas and power markets to support their investment decisions.
The Southern Cone Gas, Power & Renewables Service offers unrivalled insights into the natural gas, power and renewables industry, enabling you to identify the right opportunities. Access to our data, proprietary modelling and timely analysis on market fundamentals, prices and regulations, and the competitive landscape empower you to anticipate trends, identify areas of growth, evaluate potential opportunities and make sound recommendations that deliver value.
Features at a glance
The Southern Cone Gas, Power & Renewables Service offers comprehensive commercial data, sophisticated modelling and integrated energy market analysis. It is the only integrated gas, power & renewables solution that delivers the data and analysis you need to make informed decisions.
The service delivers:
Comprehensive data covering gas spot market prices, as well as historical and future supply and demand drivers
Sophisticated modelling using an hourly, unit-by-unit power dispatch power model together with our proprietary Gas Network Flow Model
Detailed analysis of gas pipeline, regasification terminal and natural gas processing plants
An informed view of the Southern Cone within a broader context, integrating intelligence from our energy experts across the globe
Up-to-date commercial intelligence including contracts, pricing formulas, breakeven costs and more
Gas market overview with comprehensive analysis of pricing regimes and regulations
sub-regions across Argentina, Bolivia, Brazil and Chile
plant-by plant dispatch analysis
year short-term market outlook
Designed for you
Learn how the Southern Cone Gas, Power & Renewables Service can help.
Understand the regional gas & power market dynamics, evolution and the interplays
Benchmark internal forecasts against a “second opinion” or third party view
Identify investments opportunities for infrastructure expansion
Analyse regulatory, economic and technological uncertainties on market fundamentals
Use the data provided as inputs for your own models
Test, contrast and refine internal views on market fundamentals
Southern Cone gas and power short-term outlook: January 2024
In Argentina, delays in the Gasoducto del Norte reversal tender raise concerns about this winter's gas supply to Northwest provinces. The 5 Mcmd Enarsa agreed with YPFB until July will not be enough for the peak of the cold season. Meanwhile, despite the increased flexibility in the new addendum of YPFB-Petrobras GSA, Brazil will import a similar amount of gas from Bolivia as in 2023: 15 Mcmd. With the El Niño phenomenon expected to end in the coming months, Brazil's reservoir levels decreased 51 % y-o-y. In the opposite direction, Chile's reservoir levels continued the 2023 upward trajectory, reaching the highest value in 15 years in January 2024. On the demand side, heatwaves are increasing the power load in the Southern Cone.
This report contains:
Southern Cone Gas And Power Short Term Outlook Jan 2024.xlsm
Southern Cone Gas And Power Short Term Outlook Jan 2024.pdf
In 2023, the Southern Cone was marked by above-average hydrology and critical infrastructure development positively impacting gas and markets. Renewable generation gained momentum in Brazil and Chile with the replenishment of reservoir levels and lower thermal generation. At the same time, both countries sought to reduce infrastructure bottlenecks by promoting transmission auctions. In Argentina, the development of transport pipelines unleashed the potential of Vaca Muerta fields, increasing gas production in the region. The new infrastructure also set the basis for the country to reduce gas imports and become a regional supplier, given Bolivia continues to register a decline in gas production.