Commodity market report

Global gas markets long-term outlook - Base case - H1 2015

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Report summary

In the medium term we see upside in European and Asian spot prices as Europe continues to require discretionary Russian gas and oil prices recover. In the period 2018 2023 we forecast a collapse in spot price as a result of a global oversupply with growing LNG output from Australia and the US. Thereafter market fundamentals are expected to rebalance but abundant global gas and LNG supply will result in prices being consistent with the cost of new supply

What's included

This report contains

  • Document

    global gas markets- macro assumptions-h1 2015.xls

    XLS 712.50 KB

  • Document

    Global Gas Markets - Prices - H1 2015.xls

    XLS 194.00 KB

  • Document

    Global Gas Markets - Base Case - H1 2015.xls

    XLS 1.25 MB

  • Document

    Global gas markets long-term outlook - Base case - H1 2015

    PDF 511.97 KB

  • Document

    Global gas markets long-term outlook - Base case - H1 2015

    ZIP 1.04 MB

  • Document

    Executive summary

    PDF 94.82 KB

  • Document

    Executive summary

    PDF 104.16 KB

  • Document

    Prices

    PDF 625.23 KB

  • Document

    Prices

    PDF 211.15 KB

  • Document

    Trade

    PDF 230.04 KB

  • Document

    Trade

    PDF 180.38 KB

  • Document

    Economic outlook

    PDF 108.53 KB

  • Document

    Economic outlook

    PDF 110.20 KB

Table of contents

Tables and charts

This report includes 34 images and tables including:

Images

  • Global gas spot price forecast
  • Q1 2015 Regional GDP growth
  • Regional GDP growth - CAGR 2015-2035
  • Prices: Image 2
  • Russian contract prices, Gazprom price and NBP
  • Real rouble exchange rate forecast vs. oil price
  • Gazprom delivered cost curve into Europe - 2025
  • Global LNG supply and demand delivered to Japan (2025)
  • Global LNG supply and demand delivered to Japan (2030)
  • Pacific LNG Demand by market
  • Pacific contestable demand by market
  • Pacific LNG demand and supply
  • Pacific LNG contestable demand and competing available supply
  • Pacific LNG flows by source
  • Brent oil price
  • Global coal prices
  • Global contestable market
  • Global competing supply availability
  • Excess capacity
  • Global LNG availability and Pacific/ME market
  • Net LNG available to Atlantic
  • Europe demand v contracted supply
  • Europe contestable demand and competing supply
  • Europe demand and supply mix
  • Europe contestable demand and supply mix
  • North America LNG Imports
  • South America LNG Imports*
  • US Gulf Coast LNG exports by destination
  • West Canada, Alaska and US West Coast LNG exports by destination
  • LNG Flows from Atlantic to Pacific
  • EU ETS carbon price
  • US and Canada carbon price

Tables

  • Trade: Table 1
  • Trade: Table 2

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