Commodity Market Report
LNG short-term trade and price outlook (Q4 2019)
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Report summary
The year 2019 has seen Asian spot LNG prices more than halve to eventually bottom out at an all-time low of $4.3/mmbtu in September. Many factors contributed to this, although low prices were largely a function of the ramp-up of new LNG supply, pushing large volumes of gas into the liquid, and increasingly saturated, European market. Now that the anticipated LNG oversupply has become a reality, we look at some interesting dynamics yet to play out: • Ukraine transit uncertainty vs. high European inventory • Price pressure on European gas market over next 24 months • Rising cash pressure on US tollers and offtakers • Accelerated anti-coal sentiment Find out how the global LNG market will balance over the next two years and what the implications are for prices.
Table of contents
- The oversupplied LNG market enters its second year
- NEW! The main deliverable is now in a presentation format
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