Commodity market report
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18 Pages

Global gas markets long-term supply outlook - North America LNG -  H1 2016


Global gas markets long-term supply outlook - North America LNG -  H1 2016

Report summary

US LNG capacity is scheduled to ramp up from 14 liquefaction trains, each around 4.5 – 5.0 mmtpa capacity, over the next four years. This rapid capacity build in combination with additional Australian supply and a weaker demand outlook could result in US LNG being underutilised during the early years of production. The global oversupply is also expected to delay the start of a second wave of US LNG to 2025, compared to 2022 in our H1 2015 forecast.  Longer-term, the outlook for North America LNG (including Canada and Alaska) remains one of strong growth, with capacity more than doubling between 2020 and 2035.

What's included?

This report includes 2 file(s)

  • Global gas markets long-term supply outlook - North America LNG - H1 2016 PDF - 11.86 MB 18 Pages, 3 Tables, 8 Figures
  • GGS Gas Exports - North America.xls XLS - 451.50 KB

Description

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
    • Outlook
  • Supply
  • Demand
  • Policy and regulation
    • Regulatory policy
      • US
      • LNG Export Licence
      • Construction (FERC) Permit
    • Canada
      • LNG Export Licence
      • Construction permit
      • First Nations
  • Infrastructure
    • Export capacity
      • US LNG
      • Canada LNG
      • Alaska LNG
      • Mexico LNG
  • Contracts
    • US
      • Pricing
    • Canada
  • Trade
    • Outlook
      • United States (L48)
      • Canada
      • Alaska
  • Risks and uncertainties
    • US
    • Canada
    • Alaska

In this report there are 11 tables or charts, including:

  • Executive summary
    • Map - key export infrastructure
  • Supply
  • Demand
  • Policy and regulation
    • FERC queue - order of export approvals by earliest possible FERC authorisation date
    • Regulatory status of Canada sourced LNG export projects
  • Infrastructure
    • Proposed North American LNG export capacity
    • Proposed US supply projects
    • Proposed Canada supply projects
  • Contracts
    • Contracted exports
  • Trade
    • Trade: Table 1
    • US L48 export outlook
    • Canada export outlook
    • Alaska export outlook
  • Risks and uncertainties
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