Global gas and LNG themes - Q4 2016

Table of contents

• Q4 2016 - Global gas and LNG themes
• To drill or not to drill? Australia’s CSG-LNG question
• US gas drilling is showing signs of recovery
• FLNG making an impact
• The growing impact of LNG supply seasonality
• Egypt: from major LNG exporter to importer
• FSRUs overtake China’s LNG imports
• The development of new importers will provide a boost to an oversupplied LNG market
• Pakistan has serious LNG import ambitions
• European regas access continues to offer flexible market
• With North-west Europe regas capacity booked up, attention will shift to emerging importers in peripheral Europe
• OPEC deal means higher LNG import prices
• LNG contract prices fell through 2016
• US LNG output – costs, markets, and offtakers suggest different utilization risks across terminals
• Sinking costs make LNG trade more buoyant
• Japan’s power utilities under pressure
• Qatargas and RasGas to merge
• Young dragons: China’s gas players are investing overseas
• Gazprom exports to Europe hit a new record in 2016

Tables and charts

This report includes 19 images and tables including:

• Global gas and LNG themes - Q4 2016: Image 1
• Global gas and LNG themes - Q4 2016: Image 2
• Global gas and LNG themes - Q4 2016: Image 3

What's included

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• Global gas and LNG themes - Q4 2016.pdf

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