Coronavirus to further depress global LNG markets
Report summary
Table of contents
- Executive summary
- Pressure on the economy could drive down gas demand
- What will be the magnitude of gas demand loss?
- Trucking restrictions create additional constraints for LNG
- Disruptions weighs the most on LNG demand
- An over-supplied global LNG market prepares for the worst
- Further reading
- Appendix I: Economic impact
- Appendix II: Comparisons to 2003
- Appendix III: LNG contracts under force majeure
Tables and charts
This report includes 12 images and tables including:
- Regional gas demand vs Coronavirus
- China’s 2020 gas demand outlook
- Demand changes versus pre-coronavirus outlook by sector
- Demand changes versus pre-coronavirus outlook by month
- Supply loss: best case
- Supply loss: prolonged case
- Wood Mackenzie 4Q 2019 LNG Short Term APAC outlook, prior to Novel coronavirus impact
- Cumulative number of reported SARS cases by week from mid-March to mid-July 2003
- China’s gas market size and LNG imports
- Contracted LNG by Seller (2020, ACQ, mmtpa)
- Forecast Imports vs Contract ACQ
- LNG contracts to China (2020)
What's included
This report contains:
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