Commodity market report
| |
47 Pages

Vietnam gas markets long-term outlook H1 2013

Vietnam gas markets long-term outlook H1 2013

Report summary

Vietnam continues to struggle to expedite timely investment in the gas and power sector.

What's included?

This report includes 4 file(s)

  • Vietnam gas markets long-term outlook H1 2013 PDF - 2.17 MB 47 Pages, 26 Tables, 41 Figures
  • Storyboard Vietnam gas and power markets long term outlook H1 2013.pdf PDF - 391.22 KB
  • Appendix Vietnam gas markets long term outlook H1 2013.pdf PDF - 148.04 KB
  • Vietnam Gas Data.xls XLS - 772.54 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
    • Gas infrastructure stymied in the south, some progress in the north
    • Inadequate power supply
    • Increase in Russian presence
      • Vietnam gas demand by sector
  • Economic outlook
  • Policy and regulation
    • In this section
    • Overview
    • Policy drivers
    • Competition
    • Fuel mix
    • Renewables
    • Pricing
    • Upstream
    • Transmission
    • Distribution
    • Regulation
    • In this section
    • Regulatory structure
    • Gas market value chain
  • Supply
    • In this section
    • Gas supply availability
    • Contracted gas
      • Supply from South West Vietnam
      • Supply from South East Vietnam
      • Supply from North Vietnam
    • Uncontracted gas
      • Potential uncontracted supply from South West Vietnam
      • Potential uncontracted supply from South East Vietnam
      • Potential uncontracted supply from Central/North Vietnam
    • Yet-to-find gas
    • Appendix
  • Contracts
    • In this section
    • Into South West Vietnam
    • Into South East Vietnam
    • Into North Vietnam
  • Infrastructure
    • In this section
    • Vietnam
    • Block B&52 - O Mon
    • Nam Con Son 2
    • North/Central Vietnam pipeline
    • Interconnector Southwest - Southeast
  • Demand
    • In this section
    • Southeast Vietnam gas demand (Power)
    • Southeast Vietnam gas demand (nonpower)
    • Southwest Vietnam
      • Southwest Vietnam total gas demand
    • Southwest Vietnam gas demand (Power)
    • Southwest Vietnam gas demand (Nonpower)
      • North Vietnam total gas demand
    • North Vietnam gas demand (Power)
    • North Vietnam gas demand (Nonpower)
    • Central Vietnam gas demand
  • Supply-demand balances
    • In this section
    • Southeast Vietnam gas market balance
    • Southwest Vietnam gas market balance
    • North Vietnam gas market balance
    • Central Vietnam gas market balance
    • Charts and tables
    • Current regasification status
    • Future regasification terminal development
    • LNG demand outlook
    • Contracts
    • Pricing
  • Prices
    • In this section:
    • Power sector
    • Fertiliser
    • Industry
    • Gas price outlook to 2031
    • Current spot market pricing (mark to market)
    • Lower boundary based on gas LRMC
    • Upper boundary where oil products represent the alternative fuel
    • Upper boundary where coal is the alternative fuel
    • Vietnam LNG price benchmark
  • Risks and uncertainties
    • This section provides the key analysis on:
    • Seasonality and gas demand swing
    • Vietnam/China maritime border dispute
    • Block B&52
    • Nam Con Son basin discoveries

In this report there are 67 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Table 2
    • Vietnam gas demand by region
    • Vietnam gas market balance
    • Vietnam power available capacity
    • Vietnam power market balance
    • Key changes to analysis from H2 2012 publication
  • Economic outlook
    • GDP forecast - Vietnam
    • Economic indicators (2000-2030)
  • Policy and regulation
    • Key offices
    • Major energy legislation
    • Vietnam's energy policy and regulatory structure
    • Vietnam gas market value chain
  • Supply
    • Total potential gas supply available - Vietnam
  • Contracts
  • Infrastructure
    • Infrastructure: Image 1
  • Demand
    • Demand: Image 1
    • Demand: Image 2
    • Southeast Vietnam total gas demand
    • Power sector gas users
    • Industry sector gas users
    • Gas demand
    • Demand: Image 4
    • Power sector gas users
    • Industry sector gas users
    • Gas demand
    • Demand: Image 5
    • Power sector gas users
    • Industry sector gas users
    • Gas Demand
    • Central Vietnam total gas demand
    • Power sector gas users
    • Gas demand users
  • Supply-demand balances
    • Local supply demand gap
    • Southeast Vietnam balance
    • Supply-demand balances: Image 3
    • Supply-demand balances: Image 4
    • Regasification terminal utilisation
    • Local supply demand gap
    • Southwest Vietnam balance
    • Supply-demand balances: Image 8
    • Supply-demand balances: Image 9
    • Local supply demand gap
    • Supply-demand balances: Image 11
    • Local supply demand gap
    • Central Vietnam balance
    • Vietnam LNG Demand
    • Regasification terminals
    • LNG contracts
  • Prices
    • Vietnam end-user gas prices against fuel oil
    • Current gas pricing - key upstream gas contracts
    • Current gas price - delivered
    • Pricing outlook for delivered gas into South Vietnam power plants
    • Gas pricing boundaries
    • LRMC Supply Curve 2020 (Phu My/O Mon
    • Short-term switching gas prices
    • Long-term netback gas prices (baseload & mid-merit)
  • Risks and uncertainties
    • Risks and uncertainties: Image 1
    • Risks and uncertainties: Image 2
    • Risks and uncertainties: Image 3
    • Risks and uncertainties: Image 4
    • Risks and uncertainties: Image 5
    • Thailand grid gas and coal demand
    • Risks and uncertainties: Image 7
    • Risks and uncertainties: Image 8
    • Risks and uncertainties: Image 9
    • Risks and uncertainties: Image 10
    • Southeast Vietnam LNG Sensitivity
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.