Commodity market report

Global gas markets long-term outlook - Base Case - H2 2016

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Report summary

Global gas and LNG rallied ahead of winter 2016/17 supported by high coal prices and booming LNG demand in China. With global LNG supply increasing by more than 10% in 2017 we expect LNG prices will soon come under pressure despite increasing oil prices. But while an oversupplied global gas/LNG market remains inevitable for the next years our H2 2016 update is for a tighter global gas market post 2019. Higher Asian LNG demand lower European domestic production and higher coal prices all combine for higher LNG prices particularly in Asia.

What's included

This report contains

  • Document

    Global gas markets - Prices - H2 2016.xls

    XLS 205.00 KB

  • Document

    Global gas markets - base case - H2 2016.xls

    XLS 2.75 MB

  • Document

    global gas markets - macro assumptions - h2 2016.xls

    XLS 716.50 KB

  • Document

    Global gas markets long-term outlook - Base Case - H2 2016

    PDF 616.71 KB

  • Document

    Global gas markets long-term outlook - Base Case - H2 2016

    ZIP 1.25 MB

  • Document

    Executive summary

    PDF 82.50 KB

  • Document

    Prices

    PDF 339.93 KB

  • Document

    Trade

    PDF 171.74 KB

  • Document

    Economic outlook

    PDF 113.75 KB

Table of contents

  • Executive summary
  • Prices
  • Trade
  • Economic outlook

Tables and charts

This report includes 29 images and tables including:

Images

  • Global gas spot price forecast
  • H2 2016 Regional GDP growth
  • Regional GDP growth - CAGR 2015-2035
  • Economics of Russia pipe gas vs US LNG
  • Coal to gas switching in Europe
  • Global LNG availability and Pacific/ME market
  • Net LNG available to Atlantic
  • Brent oil price
  • Global coal prices
  • Prices: Image 4
  • US post-FID LNG flows by destination
  • Global spot price differentials
  • Global LNG supply and demand delivered to Japan (2025)
  • Global LNG supply and demand delivered to Japan (2030)
  • 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
  • EU ETS carbon price
  • US carbon prices

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