Insight
Changes in LNG seasonality: the growing impact of weather
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The LNG supply profile is changing. The gas liquefaction process is sensitive to temperature and the greater geographic spread of new LNG projects means weather will increasingly drive the seasonality of LNG supply. Impacts will vary but most striking is growing risk in Asia-Pacific, particularly in the winter. However, greater risk brings some opportunities as well.
Table of contents
- Executive summary
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Background: technology and geography
- Changes in the global seasonal supply shape
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Impacts of seasonality in the Atlantic and Pacific will vary
- While in the Pacific it will expose the market to greater risk...
- ...making the market more susceptible to shocks
- Winter supply risks create opportunities for Canada, Russia and other suppliers
- Fundamentals point to a summer surplus deepening counter seasonal market opportunities
- Conclusions
Tables and charts
This report includes the following images and tables:
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Table 1: Combined impact of a 1 °C change in ambient temperature on LNG outputMap 1: Average annual temperature variation (ºC) and LNG plant locationChanges in LNG seasonality: the growing impact of weather: Image 2
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Map 2: Seasonal LNG flowsChanges in LNG seasonality: the growing impact of weather: Table 2Chart 2: Seasonal LNG supply shape of traditional LNG projectsChart 3: Seasonal LNG supply shape with new projectsChart 5: Share of Asia LNG from local suppliersChart 6: Asia-Pacific LNG demand by season
What's included
This report contains:
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