Southern Cone gas and LNG: what to watch in 2021
*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
- Introduction
-
Argentina
- Domestic production response to Gas Scheme 2020-24 will determine level of gas imports
- Winter peak demand management still rife with uncertainty
-
Bolivia
- YPFB plays safe with lower take-or-pay and Henry Hub-indexed price in IEASA contract fifth addendum
- Argentina take-or-pay level will determine YPFB appetite for new commercialisation opportunities with Brazil
-
Brazil
- After delays in regulatory schedule, effective regulations will be issued
- ‘Gas Law’ approval expected following great progress in 2020
- Transport companies’ open season unlocks new gas supply agreements
- End of LDCs’ gas supply agreements will open more than 10 Mcmd of uncontracted demand
- Four power auctions increase possibilities for long-term gas supply agreements
- Petrobras will still hold the largest M&A opportunities
-
Chile
- Availability of Argentinian gas will depend on pace of implementation after the Gas Scheme
- Ongoing coal plant decommissioning schedule will open more room for gas-fired power plants
- but strong deployment of renewables is more likely to absorb such space
Tables and charts
This report includes the following images and tables:
- Production capacity by basin
- Monthly gas imports by source
- Available volumes to be exported to Brazil considering Argentina requirements
- LDC demand to be uncontracted in the end of 2021 (Mcmd)
What's included
This report contains:
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