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Global gas markets long-term outlook - Costs - H1 2017

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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. A period of oversupply is on the horizon for the global gas market. The key determinants of global price formation over this period are expected to be competition between Russia and US exports into Europe. At the same time Europe's other major piped suppliers will also defend their own market share with cost competitive supply. Longer term oversupply will ease and a supply demand gap will emerge. This will create opportunities for new supply to enter the mix. Picking which projects win is difficult. However it is the cost of these new more expensive projects which will underpin price rises post 2025. .

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    Global gas markets long-term outlook - Costs - H1 2017

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    Executive summary

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Table of contents

  • Executive summary

Tables and charts

This report includes 12 images and tables including:

Images

  • Chart 1: US LNG cash cost range to Europe
  • Chart 2: Russia gas to Europe via Nord Stream
  • Chart 3: Delivered cost of Norwegian gas to Europe (2022)
  • Chart 4: Breakeven cost of Algerian gas, excl. transport to Europe (2025)
  • Chart 5: European spot price vs. the delivered cost of US LNG
  • Chart 6: Pre-FID 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)
  • Chart 9: Northwest Europe cost of supply (2030)
  • Chart 10: Southern Europe cost of supply (2030)
  • Chart 11: Delivered cost to Northwest Europe (2030)
  • Chart 12: Delivered cost to Southern Europe (2030)

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