Commodity Market Report
Thailand gas markets long-term outlook H1 2020
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Report summary
Coronavirus-induced lockdown measures have put a dent on power and industrial gas demand in the near term, but the continued dominance of gas in the power mix drives longer term gas demand growth. LNG plays an increasingly important role in the gas supply mix given declining Gulf of Thailand supply and piped imports from Myanmar. Gas market liberalisation has begun to take shape, with EGAT having imported its first cargo via TPA in December 2019, breaking PTT's long-held monopoly. Gulf Energy Development, Hin Kong Power and B.Grimm Power received LNG shipper licences in May 2020, as low spot and contracted LNG prices may have provided an impetus for the government to accelerate the process of gas market liberalisation.
Table of contents
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Recent developments since the last report
- Gas demand sees a sharp decline in the near term due to coronavirus
- Gas market liberalisation makes progress – EGAT successfully imports first LNG cargo under TPA regime in Dec 2019; new LNG shipper licences issued in 2020
- 23 rd licensing round postponed indefinitely, comprised entirely of offshore blocks
- Dispute between Chevron and operators and Thai energy ministry over Erawan/Bongkot decommissioning cost remains unresolved
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Key stakeholders
- Key offices
- Ministries/agencies
-
Energy policy
- Third-party access
- Power generation fuel mix
- Gas pricing
- Environmental and carbon policy
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Gas market regulation
- Upstream
- Transmission and distribution
- Upstream
-
Midstream and downstream
- PTT
- EGAT
- Gulf Energy Development
- Gas supply overview
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Existing gas infrastructure
- Key pipelines
- Connecting pipelines
- I mport pipelines
- Under development and proposed gas infrastructure
- Gas demand overview and impact of coronavirus
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Central and South Thailand gas demand
- Power sector
- Industrial sector
- Transport
- Other demand: Gas separation plants
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North and Northeast Thailand gas demand
- Power sector
- Non-power sector
- Central and South Thailand gas balance
- North and Northeast Thailand gas balance
- Gas pricing overview
-
Gas price forecast
- Upstream gas prices
- LNG prices
- Midstream gas prices
- Power and gas separation plants
- Other sectors
Tables and charts
This report includes 34 images and tables including:
- Summary of plans under 2015 Integrated Energy Blueprint
- Thailand gas reserves – top 15 reserve holders (as of May 2020)
- Total potential gas supply available – Thailand
- Thailand regional supply
- Thailand gas pipelines and fields
- Onshore Thailand gas pipelines and fields
- Central and South Thailand total gas demand
- North and Northeast Thailand total gas demand
- Local supply demand gap
- Central and South Thailand balance
- Gulf of Thailand gas pipeline
- Myanmar-Thailand gas pipeline
- Local supply demand gap
- North and Northeast Thailand balance
- Current gas pricing trends
- Pricing price outlook to 2035
- Regional map of Thailand
- Thailand regional summary
- GDP Forecast – Thailand
- Thailand Generation Mix
- Thailand’s energy policy and regulatory structure
- Thai gas market value chain
- PTT natural gas customer breakdown
- PTT natural gas sales by quarter
- EGAT power generation and purchases
- EGAT power geneartion by type of power plant
- Gas users in power sector
- Gas users in non-power sector
- Gas users in power sector
- Gas users in non-power sector
- Domestic wellhead gas price in Thailand (2019)
- Imported gas price (2019)
- Current gas price - delivered / end-user by sector (2019)
- PTT pool prices
What's included
This report contains:
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