What could sustain LNG prices “stronger for longer”?
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Report summary
Table of contents
- Executive Summary
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Introduction: structural shift on the horizon and the drivers that could change that
- WM SPO: LNG growth by year-on-year
- WM SPO: Europe gas demand vs Asia LNG demand
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Lower LNG supply growth
- Global LNG supply: WM SPO vs LNG delays scenario
- Focus on Europe balance change - LNG Delays (2030)
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No Russian gas/LNG to the EU
- Russia pipe flows to Europe: WM SPO versus Russia EU Ban
- Focus on Europe balance change - Russia EU Ban (2030)
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Higher European gas demand
- Increase in Europe Demand: WM SPO vs Europe High Demand
- Focus on Europe balance change - Europe High Demand
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Higher Asian LNG demand
- Northeast Asia
- China
- South Asia
- Southeast Asia
- Increase in Asia LNG Demand: WM SPO vs Asia High Demand
- Focus on Europe balance change - Asia High Demand
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Conclusion
- Scenarios: Impact vs Probability
- Scenario price sensitivities
Tables and charts
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What's included
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