Insight
Coronavirus impact on gas & LNG markets in brief
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Rolling analysis of the impact of coronavirus on gas and LNG markets. Our take on the impact of coronavirus on LNG supply, LNG shipping and trade, gas demand and prices from our gas and LNG analysts across the globe. Includes map of recent events and what to watch. Recent updates include: - China LNG imports up by a quarter in April - US LNG cargo cancellations - How coronavirus and the oil price crash will hit global LNG supply growth - UK summertime blues: coronavirus pushes gas market to deadlock - Coal-to-gas switching in Japan and South Korea - Signs of gas demand recovery are emerging in Europe - Record domestic gas production in China - India boom then bust for LNG demand - Suez Canal announce temporary toll rebate for LNG - Delays to maintenance could see more LNG output in 2Q - Impact on European and USA gas markets - Hampers commercial progress at key pre-FID US LNG projects - Ship charter rates are higher than this time last year
Table of contents
- Gas demand deceleration couldn’t stop LNG from climbing in August
- China's LNG imports cool in July
- Gas demand recovery continues but may be stymied by slower return to business as usual
- US industrial gas demand continues lower but shows improvement
- US and Mexico demand is recovering but gas power burns would have been even higher
- Yamal LNG chalks 500 th export but exports dip to lowest level in 18 months
- Coronavirus: impact on European gas markets (week 16)
- China LNG imports sustained by lower costs in June
- US-to-Mexico pipeline gas exports reach pre-coronavirus levels on growing power demand
- Panama Canal LNG traffic plummets in May as US output drops
- Chinese LNG imports jump by one-fifth in May
- Ethanol run rates rebound sharply despite more gradual US industrial gas demand recovery
- 40 more item(s)...
Tables and charts
This report includes the following images and tables:
- Preliminary Chinese LNG imports in August
- China preliminary LNG imports in July 2020
- US gas burn in power sector vs. temperature
- Industrial gas demand vs. temperature
- Industrial gas demand by sector
- US daily gas power burns
- US gas burn vs. temperature
- First 500 Yamal LNG exports by initial destination
- Non-power demand has recovered in most European markets
- US-to-Mexico pipeline gas export flows by region
- Panama Canal LNG transits (laden + ballast)
- US LNG cancellations
- 38 more item(s)...
What's included
This report contains:
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