Commodity Market Report
Global gas markets long-term outlook: Base Case - H1 2017
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Report summary
There are signs of market recovery in the Pacific Basin as demand in China and South Asia looks increasingly promising and LNG supply shortfalls provide headroom for increased Atlantic LNG imports. But it is a different story in Europe where not only Russia but also Norway and Algeria seem now determined to maintain market share. We see the risk for a subdued European market to drag Asian spot prices down in the medium term. In the long-term global prices will recover as new supply is required to meet demand.
What's included
This report contains
Table of contents
- Executive summary
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Prices
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North America
- NBP, Henry Hub and the economics of US LNG into Europe
- Pacific
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North America
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Trade
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Pacific Basin - LNG
- Pacific and Middle East LNG Demand by market
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Atlantic Basin - LNG
- Atlantic Basin - Europe
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Americas
- LNG Imports
- LNG Exports
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Pacific Basin - LNG
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Economic outlook
- Coal price assumption
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Carbon price assumption
- US Carbon prices
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European carbon prices
- EU ETS carbon price
Tables and charts
This report includes 30 images and tables including:
Tables
- Prices: Table 1
- Economic outlook: Table 1
Images
- Global gas spot price forecast
- Brent oil price
- Supply into Europe
- US LNG Utilisation versus capacity (post-FID)
- Atlantic LNG to Asia
- Global spot price differentials
- Prices: Image 9
- Global LNG supply and demand delivered to Japan (2030)
- Global LNG availability and Pacific/ME market
- Net LNG available to Atlantic
- Global coal prices
- Prices: Image 4
- NBP long-term outlook versus Russia target price
- Russia pipe flows into Europe
- Trade: Image 1
- Pacific contestable demand by market
- Pacific LNG demand and supply
- Pacific LNG contestable demand and competing available supply
- Pacific LNG flows by source
- Europe supply-demand gap
- 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 Lower 48 LNG exports by destination
- Canada and Alaska LNG exports by destination
- Economic outlook: Image 3
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Questions about this report?
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Americas:+1 713 470 1600
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Asia Pacific:+65 6518 0800