Commodity market report
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98 Pages

Europe gas markets long-term outlook H2 2013


Europe gas markets long-term outlook H2 2013

Report summary

Wood Mackenzie provides a regional overview of European gas markets, covering 33 countries in Europe out to 2030. 

What's included?

This report includes 2 file(s)

  • Europe gas markets long-term outlook H2 2013 PDF - 39.75 MB 98 Pages, 14 Tables, 94 Figures
  • EGAPS Pan Europe Gas.xls XLS - 3.00 MB

Description

Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
  • Demand
    • Recent trends and outlook
    • European gas demand forecast summary
      • Power Sector
      • Non Power Sectors
        • Industrial Sector
        • Residential/commercial sector
      • Other sector
      • LNG marine bunkers
  • Infrastructure
    • Planned pipeline projects - Russia
    • Nord Stream III & IV
      • South Stream
    • Planned pipeline projects - North Africa
      • Algeria - GALSI
      • Libya - Green Stream expansion
      • Project Background
      • Key challenges and uncertainties
      • LNG import infrastructure
  • Supply
    • Indigenous production
      • Unconventional production
      • Outlook
      • Strategy
      • Export potential
      • Outlook
      • Strategy
    • LNG supply
      • Recent trends
        • LNG Liquefaction capacity
      • Arctic
      • West Africa
      • North Africa
      • Latin America
      • East Mediterranean
      • USA
      • Middle East
      • Outlook
  • Contracts
    • Gas contracting trends – piped gas
      • Contract changes in 2009
      • Gas contracting trends - LNG
  • Prices
    • Price outlook – short to medium term
    • Price outlook – long term
  • Supply-demand balances
    • Europe supply mix
  • Risks and uncertainties
  • Policy and regulation
    • Competition
      • Third Package implementation
    • Anti-trust enforcement
    • Environment
      • Renewable energy targets
      • Energy Efficiency targets
      • Emission targets
    • Security
      • State aid and security of electricity supply
    • EU emissions trading and price forecast
      • Carbon price background
      • Emissions trading scheme development
      • Market balance and the influence of supply-side adjustments
      • General modelling assumptions
        • ETS emissions and cap (unadjusted allowance supply)
      • Emissions price forecast
        • Carbon (EUA) price and cost of fuel-switching in European power
        • Uncertainties
  • Economic outlook
    • Economic indicators (2000-2030)
    • Oil product price forecast
    • Summary
    • Prices weaken on growing oversupply (2013 to 2016)
    • Supply rationalisation prompts modest price recovery (2017 to 2018)
    • Market equilibrium causes prices to stabilise (2019 to 2022)
    • Real price growth follows dramatic reductions in oversupply (2023 to 2030 and beyond)
    • Carbon (EUA) price forecast

In this report there are 108 tables or charts, including:

  • Executive summary
  • Demand
    • Demand: Image 1
    • Demand: Image 2
    • Demand: Image 3
    • Gas demand into power by sub region*
    • Change in gas into power demand compared to 2013
    • Demand: Image 6
    • Demand: Image 7
    • Industrial demand by sub region*
    • Change in industrial demand compared to 2013*
    • Residential/ commercial demand by sub region*
    • Change in res/ com demand compared to 2013*
  • Infrastructure
    • Infrastructure: Image 1
    • Infrastructure: Image 2
    • Infrastructure: Image 3
    • Infrastructure: Table 1
    • Infrastructure: Table 2
    • Infrastructure: Table 3
    • Planned pipeline projects - Southern Corridor
    • Infrastructure: Table 4
    • Infrastructure: Image 5
    • Infrastructure: Image 6
  • Supply
    • Supply: Image 1
    • Supply: Image 2
    • Supply: Image 3
    • Supply: Table 1
    • Supply: Image 4
    • Supply: Image 5
    • Supply: Image 6
    • Supply: Image 7
    • Supply: Image 8
    • Supply: Image 9
    • Supply: Image 10
    • Supply: Image 11
    • Supply: Image 12
    • Supply: Image 13
    • Supply: Image 14
    • Supply: Image 15
    • Supply: Image 16
    • Supply: Image 17
    • Supply: Image 18
    • Supply: Image 19
    • Supply: Image 20
    • Supply: Image 21
    • Supply: Image 22
    • Supply: Image 23
    • Supply: Image 24
    • Supply: Image 25
    • Supply: Image 26
    • Supply: Image 27
    • Global LNG Supply and Pacific/Middle East Demand
    • Net LNG Available to Atlantic and Europe
  • Contracts
    • NBP and oil indexed contracts*
    • Contracts: Image 2
    • Contracts: Image 3
    • Contracts: Image 4
    • Contracts: Image 5
    • Contracts: Image 6
    • Contracts: Image 7
    • Contracts: Image 8
    • Contracts: Image 9
    • Contracts: Image 10
    • Contracts: Image 11
    • Contracts: Image 12
    • Europe pipe contracting – recent activities
    • Contracts: Table 2
  • Prices
    • NBP and Russian oil indexed contract
    • Prices: Image 2
    • Prices: Image 3
    • Prices: Image 4
    • European price and potential premium
    • Supply-demand gap
    • Europe contestable demand and competing supply
    • Global gas spot price forecast
  • Supply-demand balances
    • Supply-demand balances: Image 1
    • Russia contracted and uncontracted flows into Europe
    • Russia flows by major pipelines into Europe
    • Supply-demand balances: Image 4
    • Supply-demand balances: Image 5
    • Supply-demand balances: Image 6
    • Supply-demand balances: Image 7
    • Supply-demand balances: Image 8
    • Supply-demand balances: Image 9
    • Supply-demand balances: Image 10
    • Supply-demand balances: Image 11
    • Supply-demand balances: Image 12
    • Supply-demand balances: Image 13
  • Risks and uncertainties
  • Policy and regulation
    • Policy and regulation: Table 1
    • Policy and regulation: Table 2
    • Third package adoptions by member states (as of June 2013)
    • Policy and regulation: Table 4
    • Policy and regulation: Image 1
    • Progress towards NREAP targets for selected member states in electricity sector
    • Policy and regulation: Table 5
    • Policy and regulation: Table 6
    • Historical carbon (EUA) prices in ETS phase 1 (2005 to 07) and phase 2 (2008 to 12)
    • Policy and regulation: Image 4
    • Policy and regulation: Image 5
    • Cost of fuel switching in European power and outturn EUA prices
    • Carbon (EUA) price forecast
    • Policy and regulation: Image 8
    • ETS allowance supply-demand balance scenarios
  • Economic outlook
    • Economic outlook: Table 1
    • GDP growth
    • Crude oil price outlook (Brent)
    • Oil product price outlook (NW Europe FOB)
    • Gas price forecast
    • Coal price forecast – cost and freight (CFR) ARA
    • Economic outlook: Image 6
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