Insight
2018 Asia gas forum poll: Asian players predict the future of LNG (and did they call the World Cup right?)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Wood Mackenzie recently hosted its annual gas forum in Tokyo, Shenzhen and Singapore. Around 160 people attended in total, a wide mix of established LNG buyers, trading companies, incumbents and emerging LNG players. As a tradition, we posed a series of questions in Tokyo and Singapore to understand market sentiment on some key issues. (In China we unfortunately aren't permitted to carry out industry surveys).
Table of contents
- Introduction
- Diverging views on the LNG over-supply situation in the near term
- LNG demand growth: a change of guard
- LNG sourcing preference: US LNG and buying directly from projects firmly back in favour
- The next wave of US LNG: costs continue to dominate discussion but Trump plays his part
- Alternative pricing for LNG deals: Platts JKM popularity continues to win share from other options
- And how did our audience call the World Cup?
Tables and charts
This report includes the following images and tables:
- Chance of oversupply between 2019 – 2021
- Monthly Japan spot price forecast
- When will China overtake Japan?
- Fastest growing LNG demand out to 2030
- Preferred source of pre-FID LNG (2017 vs 2018)
- Who would you rather buy more LT LNG from?
- What will drive growth in Pre-FID US LNG
- Which alternative index do you think will be most prominent in long-term LNG deals?
- Japan poll: Quarter finals stage
- Singapore poll: finals stage
What's included
This report contains:
