Commodity Market Report
Global gas market long-term outlook - Asia gas and LNG - H1 2019
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Key highlights: - Asia LNG demand grew strongly in 2018 but the tide has turned in 2019 - China's gas demand weakens but unconventionals and lack of exploration drag down production to LNG's benefit - Japan shifts away from coal boosting LNG - Reduced production expectations in key markets like Vietnam, Malaysia and Bangladesh - India's production outlook looks more positive, reducing LNG but it's still early days to see if pollution measures boost gas demand - South & South East Asia: The engine room of long-term Asian LNG demand? - Substantial contracting activity so far in 2019
Table of contents
- Asian LNG demand grew strongly in 2018 but the tide has turned in 2019
- China's gas demand weakens but unconventionals and lack of exploration drag down production to LNG's benefit
- Japan shifts away from coal boosting LNG
- Reduced production expectations in key markets like Vietnam, Malaysia and Bangladesh
- India's production outlook looks more positive, reducing LNG but it's still early days to see if pollution measures will boost gas demand
- South & South East Asia: The engine room of long-term Asian LNG demand?
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Substantial contracting activity so far in 2019
- See the supporting excel spreadsheet for gas demand by country by sector, gas market balances, power demand, generation mix, LNG demand and contracts, pipeline contracts and other key data.
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Regional demand
- JKT – Power sector competition and government fuel policy will be key drivers of LNG demand
- South Asia – new infrastructure revives latent gas demand
- South East Asia – the transition from exporter to importer will hit gas demand growth rates but benefit LNG
- China gas pipeline trade
- Other proposed transnational gas pipeline trade
- Asia has the worst air quality globally
- Carbon pricing in Japan, South Korea, China and Singapore
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
- Asia LNG imports - H2 2018 vs H1 2019
- LNG import growth from 2018 to 2040
- LNG contracting trends
- Figure 2: Gas demand by region
- Figure 3: Gas demand by region
- Figure 4: China gas demand by sector
- Figure 5: Relative growth rates power and gas
- Table 3: LNG Trade (mmtpa)
- China contracted LNG supply vs demand
- JKT contracted LNG supply vs demand
- SE Asia contracted LNG supply vs demand
- South Asia contracted LNG supply vs demand
- 22 more item(s)...
What's included
This report contains:
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