Insight
14th Indonesia Energy Forum: Has COVID-19 flattened the gas and LNG price curve?
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Report summary
Attached is the gas & LNG paper presented at our 14th Indonesia Energy Forum, on 2 July 2020. It discusses our latest views on the following key themes: * The world after COVID-19: What will recovery look like? * LNG supply risks: What implications will the pandemic and oil price crash have on LNG supply development and contracting? * Changes in the supply-demand balance: How will lingering effects of 2020 change future market and price cycles? * Closer to home: What does this mean for Indonesia as an LNG supplier and future importer?
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