Commodity Market Report

Global gas markets long-term outlook 2018: Costs

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10 December 2018

Global gas markets long-term outlook 2018: Costs

Report summary

In this report, we look at how cost of gas evolves over the forecast period and how this impacts our view of gas pricing.  In our 2018 update, supply-demand fundamentals are strengthening and growing optimism in the global gas and LNG industries means the market now needs more LNG than previously expected - some 65 mmtpa of new LNG by 2025. Crucially this means the prospect of an LNG oversupply between 2019 and 2021 has diminished and shifted to a more modest market rebalancing.

Table of contents

    • Medium term - market rebalancing and the cost of supply delivery
    • Long term – opportunity opens up for new supply
    • Global LNG supply and demand delivered to Japan (2030)
    • Delivered cost to Europe
      • Chart 9: Northwest Europe cost of supply for select pre-FID projects (2030)
      • Chart 11: Delivered cost to Northwest Europe (2030)

Tables and charts

This report includes 14 images and tables including:

  • Chart 1: Russia gas to Europe via Nord Stream
  • Chart 2: Russian revenue and piped exports (2020)
  • Executive summary: Table 1
  • Executive summary: Image 3
  • Executive summary: Image 4
  • Chart 3: Delivered cost of Norwegian supply (2022)
  • Chart 4: Breakeven cost of Algerian gas, excl. transport to Europe (2025)
  • Chart 6: LNG cost stack DES to Asia
  • Chart 7: Global LNG supply and demand delivered to Japan (2025)
  • Chart 8: Global LNG supply and demand delivered to Japan (2030)
  • Executive summary: Image 10
  • Chart 10: Southern Europe cost of supply for select pre-FID projects (2030)
  • Executive summary: Image 12
  • Chart 12: Delivered cost to Southern Europe (2030)

What's included

This report contains:

  • Document

    Global gas markets long-term outlook 2018: Costs

    PDF 1.01 MB

  • Document

    Executive summary

    PDF 1.01 MB

  • Document

    Global gas markets long term outlook costs 2018.xlsx

    XLSX 176.36 KB

  • Document

    Global gas markets long-term outlook 2018: Costs

    ZIP 1.07 MB

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