Commodity market report
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40 Pages

Vietnam gas markets long-term full report H1 2014

Vietnam gas markets long-term full report H1 2014

Report summary

PV Gas is moving ahead with the development of the Nam Con Son 2 pipeline.  This infrastructure will provide additional capacity to allow more gas from the Cuu Long basin to be monetised.  At the same time, we have seen the government taking initial steps towards market based pricing for end-user gas prices.

What's included?

This report includes 2 file(s)

  • Vietnam gas markets long-term full report H1 2014 PDF - 942.43 KB 40 Pages, 14 Tables, 32 Figures
  • Vietnam Gas Data.xls XLS - 795.16 KB


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
    • Data summary
      • Vietnam gas demand by sector
    • Market overview
    • New gas pricing roadmap
    • Divestment of Block B&52
    • LNG Master Sales Agreement with Shell
  • Economic outlook
  • Policy and regulation
    • In this section
    • Key Offices
    • Policy drivers
    • Competition
    • Fuel mix
    • Pricing
    • Upstream
    • Transmission
    • Distribution
    • Key players
  • Supply
    • In this section
    • Supply from South West Vietnam
    • Supply from South East Vietnam
    • Supply from North Vietnam
    • Potential uncontracted supply from South West Vietnam
    • Potential uncontracted supply from South East Vietnam
    • Potential uncontracted supply from Central/North Vietnam
  • Infrastructure
    • In this section
    • Vietnam
    • Block B&52 – O Mon
    • Nam Con Son 2
    • North/Central Vietnam pipeline
    • Current regasification status
    • Future regasification terminal development
  • Demand
    • In this section
    • Southeast Vietnam gas demand (power)
    • Southeast Vietnam gas demand (nonpower)
    • Southwest Vietnam gas demand (Power)
    • Southwest Vietnam gas demand (Nonpower)
    • North Vietnam gas demand (Power)
    • North Vietnam gas demand (Nonpower)
    • Central Vietnam gas demand
  • Supply-demand balances
    • In this section
    • Short term LNG outlook
    • Medium and long term LNG outlook
    • Southeast Vietnam gas market balance
    • Southwest Vietnam gas market balance
    • North Vietnam gas market balance
    • Central Vietnam gas market balance
  • Prices
    • In this section:
    • Current LNG price contracts
    • South West Vietnam
    • South East Vietnam
    • Power Sector
    • Fertiliser
    • Industry
  • Risks and uncertainties
    • This section provides the key analysis on:
    • Vietnam/China Maritime Border Dispute
    • Block B&52
    • Nam Con Son basin discoveries

In this report there are 46 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Vietnam gas demand by region
    • Vietnam gas market balance
    • Key changes to analysis from H2 2013 publication:
  • Economic outlook
    • GDP forecast - Vietnam
    • Economic outlook: Table 1
  • Policy and regulation
    • Major energy legislation
    • Vietnam’s energy policy and regulatory structure
    • Policy and regulation: Image 2
  • Supply
    • Total potential gas supply available - Vietnam
    • Vietnam gas reserves – top 20 reserve holders*
  • Infrastructure
    • South Vietnam gas pipelines and fields
    • North Vietnam gas pipelines and fields
  • Demand
    • Southeast Vietnam total gas demand
    • Power sector gas users
    • Industry sector gas users
    • Southwest Vietnam total gas demand
    • Power sector gas users
    • Industry sector gas users
    • North Vietnam total gas demand
    • Power sector gas users
    • Industry sector gas users
    • Central Vietnam total gas demand
    • Power sector gas users
  • Supply-demand balances
    • Vietnam LNG Demand
    • Local supply demand gap
    • Southeast Vietnam balance
    • Cuu Long gas pipeline
    • Nam Con Son gas pipeline
    • Local supply demand gap
    • Southwest Vietnam balance
    • Pipeline Utilisation (Malaysia Vietnam CAA)*
    • Local supply demand gap
    • North Vietnam balance
    • Local supply demand gap
    • Central Vietnam balance
  • Prices
    • Vietnam end-user gas prices against fuel oil
    • Gas price outlook to 2035
    • Current gas pricing - key upstream gas contracts
    • Current gas price - delivered
  • 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
    • Vietnam grid gas and coal demand
    • Southeast Vietnam gas sensitivity
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