Global gas spot prices - what will set the floor?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive Summary
- LNG oversupply is ahead, testing new floors
-
Demand
- Trigger prices for coal displacement in continental Europe are much lower than the UK
-
Supply
- Social benefits and NOC competition will restrict the scale of high cost Chinese indigenous gas shut-in
- US LNG exporters will be scrutinising their cash costs
- Behaviour of major suppliers, most notably Russia, will remain key
- Conclusions
Tables and charts
This report includes the following images and tables:
- Global gas dynamics – key short term demand and supply responses to 2021
- Chart 1: Gas:coal competition in UK (2015-21)
- Chart 2: Gas:coal competition in Germany (2015-21)
- Chart 3: Gas:coal competition in Japan*
- Chart 4: Guangdong gas vs coal economics*
- Chart 5: US LNG economics into Europe
- Chart 6: US LNG cash costs into Europe
What's included
This report contains:
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