Commodity Market Report

Bolivia gas and power long-term outlook H2 2018: win-win GSA renegotiation with Argentina

Get this report

$8,000

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQ's about online orders
- Find out more about subscriptions

26 February 2019

Bolivia gas and power long-term outlook H2 2018: win-win GSA renegotiation with Argentina

Report summary

Declining domestic gas production, Brazil's pre-salt and Argentina's Vaca Muerta are reshaping Bolivia's position in the Southern Cone. This requires creative ways to maximize the value of existing gas production – as shown in the renegotiation of the GSA with Argentina signed on 14 February. In this Southern Cone Gas and Power Service report, we have updated our views on the Margarita, San Alberto, San Antonio and Incahuasi gas fields. We also analyse how Argentina's increasing production and lack of offtake in summer is driving Bolivia’s future market balance. We have zoomed in to identify which regions Bolivian gas will continue supplying in both Brazil and Argentina. Finally, we provide analysis of new prices and estimated revenues resulting from the recent contract addendum between YPFB and IEASA.

Table of contents

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    Bolivia Gas and Power Long-term outlook H2 2018.pdf

    PDF 1.31 MB

  • Document

    Base Case - Bolivia Gas and Power long-term outlook.xlsm

    XLSM 4.32 MB

  • Document

    Bolivia gas and power long-term outlook H2 2018: win-win GSA renegotiation with Argentina

    ZIP 16.79 MB

  • Document

    Colder Winter - Bolivia Gas and Power long-term outlook.xlsm

    XLSM 4.32 MB

  • Document

    Dry Case - Bolivia Gas and Power long-term outlook.xlsm

    XLSM 4.32 MB

  • Document

    Vaca Muerta - Bolivia Gas and Power long-term outlook.xlsm

    XLSM 4.32 MB

Trusted by leading organisations