North American and Australian unconventional production have remained resilient in the face of low oil prices, with both expected to bring substantial new supply to the global LNG market. We expect North American output to exceed 1,000 bcm by 2022, as technology, drilling improvements and optimisation continue to lower costs and increase well performance. Meanwhile, China's unconventional potential is receiving greater focus; although we do not expect material growth until post-2025. Output is forecast to exceed 240 bcm by 2035, meeting nearly half China's domestic demand. In contrast, unconventional prospects in Europe continue to weaken in light of public opposition.