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21 Pages

Global gas markets long-term outlook - LNG supply - H1 2015

Global gas markets long-term outlook - LNG supply - H1 2015

Report summary

Our latest view on liquefaction project start ups.  Our analysis includes a strengthened outlook for US exports, with some 60 mmtpa of L48 exports in place by 2020 and 80 mmtpa by 2025.  However, we struggle to see sufficient demand for large volumes of additional greenfield LNG capacity in the Pacific basin before 2022 – thus slowing the pace of growth in LNG from East Africa in particular.  

What's included?

This report includes 2 file(s)

  • Global gas markets long-term outlook - LNG supply - H1 2015 PDF - 1.17 MB 21 Pages, 1 Tables, 15 Figures
  • Global gas markets long-term outlook - LNG supply - H1 2015.xls XLS - 1.17 MB


Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
  • Supply
    • LNG supply - operational and under construction
      • Australia
      • Indonesia
      • Malaysia
    • Supply outages
      • Indonesia
      • Algeria
      • Nigeria
      • Egypt
      • Yemen
      • Kenai (USA)
      • Arun and Bontang (Indonesia)
      • Marsa el Brega (Libya)
      • Damietta and ELNG (Egypt)
      • Arzew and Skikda (Algeria)
    • Projects targeting FID
      • Near term prospects (supply projects targeting FID in 2015 and 2016)
        • Atlantic Basin
        • Pacific Basin
      • Longer term prospects
        • North America
        • East Africa
        • Russia
        • Australia
        • East Mediterranean
        • West Africa
        • South East Asia
        • Which projects will proceed?
  • Trade
    • Global LNG capacity
      • LNG output
    • Project impact
    • LNG shipping
  • Risks and uncertainties
    • Oil Price
    • Global Unforeseen Outage Risk Factor
    • Pace of Australian LNG growth
    • Nigeria LNG growth
    • South East Asia LNG output
    • Upside to modest Qatari growth
    • Iran LNG potential
    • North American LNG exports
    • North African LNG exports
    • FLNG

In this report there are 16 tables or charts, including:

  • Executive summary
  • Supply
    • Map - LNG supply facilities (existing and under construction)
    • Nominal capacity v LNG output (existing and under construction)
    • Start dates of LNG supply facilities (recently commissioned and under construction)
    • Shortfall below nominal capacity
    • Summary of significant supply outages
    • Map - supply projects targeting FID in 2015 and 2016
    • LNG nominal capacity associated with projects targeting FID in 2015 and 2016
    • Map - longer term LNG supply prospects
    • LNG nominal capacity potentially available by 2030
  • Trade
    • Global LNG capacity
    • LNG supply outlook by source country
    • Atlantic potential LNG capacity - impact of market constraints
    • Pacific potential LNG Capacity - impact of market constraints
    • LNG vessel deliveries by capacity group vs short-term/spot charter rates
    • USA Exports by destination and Panama canal flows
    • Trade: Image 7
  • Risks and uncertainties
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