Commodity Market Report

Global gas markets long-term outlook H1 2020: Base Case

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08 September 2020

Global gas markets long-term outlook H1 2020: Base Case

Report summary

Even before the coronavirus pandemic, oil price crash and ensuing economic upheaval, 2020 was already shaping up to be one of oversupply for the global gas market. As countries around the world went into lockdown, the impact to gas demand was immediate, but as restrictions loosen demand is already showing signs of recovery. The supply impacts however will be longer lasting. In the H1 2020 Base Case, we analyze the impact of coronavirus on global gas markets and the investment climate, the consequences of today’s supply project delays and cancellations on prices in the medium term, and how the energy transition will drive demand growth and long-term market dynamics to 2040. Full H1 2020 supply-demand balance dataset now available.

Table of contents

  • Coronavirus strikes both demand and supply
  • A cooler investment climate limits downside in the next price cycle
  • Risks to the view
  • Data

Tables and charts

This report includes 2 images and tables including:

  • LNG supply-demand gap
  • Long-Term Global Gas Prices - H1 2020 (annual, real 2020 terms)

What's included

This report contains:

  • Document

    commodity-prices-h1-2020.xlsx

    XLSX 819.17 KB

  • Document

    global gas service_base case_h1 2020.xlsx

    XLSX 493.34 KB

  • Document

    Global gas markets long-term outlook H1 2020: Base Case

    PDF 1.05 MB