Commodity market report

North American LNG: can global markets keep up with North America's budding gas exports?

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Report summary

The 2017 H1 North America gas long term outlook will include a series of reports taking a deeper look into the key drivers from our latest forecast. This report will explore our LNG capacity build out and factors in utilization. For more information on the long term outlook please see our 2017 H1 North America gas long term outlook report series. About 70 mmtpa of LNG export capacity is coming online in North America from 2016 2020. While we expect LNG demand worldwide to rise it will not keep pace with growing export capacity. The supply glut will lead to depressed global prices and reduced utilization before demand catches up around 2023 2024 at which time a second wave of US LNG will compete with global projects to meet that rising demand. We discuss this as well as risks to our forecast including implications of higher utilization.

What's included

This report contains

  • Document

    North American LNG: can global markets keep up with North America's budding gas exports?

    PDF 413.33 KB

  • Document

    North American LNG: can global markets keep up with North America's budding gas exports?

    PDF 113.25 KB

  • Document

    Executive summary

    PDF 75.24 KB

  • Document

    Global demand growth doesn’t keep pace with new US capacity

    PDF 118.05 KB

  • Document

    Risk

    PDF 116.13 KB

  • Document

    Second-wave LNG

    PDF 113.56 KB

Table of contents

  • Executive summary
  • Global demand growth doesn’t keep pace with new US capacity
  • Near-term build – fastest capacity addition in a single country ever
  • Risk
  • Second-wave LNG

Tables and charts

This report includes 10 images and tables including:

Images

  • Global Gas Demand
  • LNG Demand by Region
  • Range of cash costs delivered into Europe
  • Utilization vs capacity
  • LNG demand and supply
  • Second-wave LNG
  • Contracts by category
  • Contracts by liquefaction plant, 2020
  • Henry Hub price change

Tables

  • North American capacity additions at time of H1 2017 update

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