Commodity market report
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36 Pages

Thailand gas markets long-term outlook H2 2013


Thailand gas markets long-term outlook H2 2013

Report summary

With 5,400 MW of new gas-fired power plants planned for installation by 2025, Thailand is positioning itself with the next revision of the power development plan.  There are indications that coal and renewables are being prioritised to ensure long-term power security and affordability.  The looming threat of a sharp decline in domestic gas supply continues to weigh on policy makers and various options are still being explored to mitigate this.

What's included?

This report includes 4 file(s)

  • Thailand gas markets long-term outlook H2 2013 PDF - 1.99 MB 36 Pages, 10 Tables, 30 Figures
  • Thailand Gas Data.xls XLS - 754.98 KB
  • Appendix - Thailand gas markets long-term outlook H2 2013.pdf PDF - 102.93 KB
  • Storyboard - Thailand gas and power market long-term outlook H2 2013.pdf PDF - 1.36 MB

Description

Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
    • Demand for natural gas is still growing rapidly
    • But is piped gas supply secure?
    • Thailand is also exploring various options for long-term energy security
    • Data summary
  • Economic outlook
  • Policy and regulation
    • In this section
    • Key Offices
    • Policy drivers
    • Competition
    • Fuel mix
    • Renewables
    • Pricing
    • Upstream
    • Transmission
    • Distribution
  • Supply
    • In this section
    • Supply from the Gulf of Thailand
    • Supply from Onshore Thailand
    • Supply from MTJDA
    • Supply from Myanmar
    • Supply from LNG
    • Potential uncontracted supply from the Gulf of Thailand
    • Potential uncontracted supply from Onshore Thailand
    • Potential uncontracted supply from MTJDA
    • Potential uncontracted supply from Myanmar
  • Infrastructure
    • In this section
    • Thailand
    • Onshore Thailand
    • Gulf of Thailand and Import
    • Onshore Thailand
    • Current regasification development
    • Future regasification terminal development
  • Demand
    • In this section
    • Central and South Thailand gas demand (Power)
    • Central and South Thailand gas demand (Non-power)
      • Industry
      • Transport
      • Gas separation plants (GSP)
      • North and Northeast Thailand gas demand
        • North and Northeast Thailand gas demand (Power)
        • North and Northeast Thailand gas demand (Nonpower)
  • Supply-demand balances
    • In this section
    • Short term LNG outlook
    • Medium & long term LNG outlook
    • Central and South Thailand gas market balance
    • North and Northeast Thailand gas market balance
  • Prices
    • In this section
    • Higher gas prices is seen in 2013
    • Current LNG price contracts
    • Pool price forecast
    • Power and Gas Separation Plant
    • Other sectors
  • Risks and uncertainties
    • GDP sensitivity on gas demand
    • Coal sensitivity on gas demand
    • Gas supply sensitivities (Central & South Thailand)
    • Other sensitivities
      • Raising of LPG prices
      • OCA and Cambodia Yet-to-find
      • North/North East yet-to find gas and gas new builds

In this report there are 40 tables or charts, including:

  • Executive summary
    • Thailand gas demand by sector
    • Thailand gas demand by region
    • Thailand gas market balance
    • Key changes to analysis from H1 2013 publication:
  • Economic outlook
    • GDP Forecast - Thailand
    • Economic Indicators (2000-2030)
  • Policy and regulation
    • Major Energy Legislation
    • Thailand’s energy policy and regulatory structure
    • Policy and regulation: Image 2
  • Supply
    • Total potential gas supply available – Thailand*
    • Thailand gas reserves holders*
  • Infrastructure
    • Thailand gas pipelines and fields
    • Onshore Thailand gas pipelines and fields
  • Demand
    • Central and South Thailand total gas demand
    • Power sector gas users
    • Industry sector gas users
    • North and Northeast Thailand total gas demand
    • Power sector gas users
    • Industry sector gas users
  • Supply-demand balances
    • Thailand LNG demand
    • Historical LNG imports
    • LNG seasonality
    • 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
  • Prices
    • Prices: Image 1
    • Pricing price outlook to 2031
    • Domestic wellhead gas price in Thailand (2013)
    • Imported gas price (2013)
    • Imported LNG cargo prices to Thailand
    • PTT pool prices
    • Current gas price - delivered (2013)
  • Risks and uncertainties
    • GDP growth assumptions for high and low case
    • Power demand sensitivity on gas
    • Coal growth assumptions for high and low case
    • Coal demand sensitivity on gas in the power sector
    • Central and South Thailand LNG Sensitivity
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