Coronavirus impact on gas & LNG markets in brief

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
• The great US LNG pushback arrives
• US gas demand recovery begins with gradual re-opening of the economy
• Italy LNG send-out lifts as coronavirus restrictions relax
• What's in store for China's gas storage?
• China reduced piped imports in April to make room for LNG
• Cargo cancellations weigh more heavily on spot charter rates for LNG ships higher than the prospect of floating storage
• US LNG cargo cancellations: who is most at risk?
• Signs of US gas demand recovery
• How coronavirus and the oil price crash will hit global LNG supply growth
• Egyptian LNG exports hammered by low prices
• UK summertime blues: coronavirus pushes gas market to deadlock
  • Coal-to-gas switching in Japan and South Korea: can it become reality in a low oil price world?
• China resumes US LNG imports
• Weather normalized US industrial gas demand losses get deeper
• Coronavirus curtails gas demand in Brazil: How is Petrobras managing balancing and force majeures?
• China domestic gas output rises against the odds
• Spanish LNG imports remain high, despite softening gas demand
• Chinese LNG demand enters cyclical low season in Q2
• Larger US industrial gas demand losses may be occurring due to coronavirus
• Tortue FLNG start-up delayed by one year with BP declaring force majeure
• Coronavirus and the oil price crash: a Canadian perspective
• How has coronavirus impacted US Northeast pipeline development?
• How low could Asian spot LNG prices fall this summer?
• Coronavirus has had little impact yet on US LNG exports
• Coronavirus impact on LNG supply: what to watch
• Coronavirus: boom then bust for Indian LNG demand
• Suez Canal cuts LNG tolls in response to Covid-19 and low oil prices
• Coronavirus: impact on European gas markets (2 April update)
• Chinese LNG imports bounce back in March with strong spot market appetite
• Italy LNG imports suffer as coronavirus constricts consumption
• How coronavirus will impact the gas market in Latin America
• Coronavirus: impact on US gas markets
• Coronavirus: impact on European gas markets
• Coronavirus pushes operators to delay maintenance
• Coronavirus hampers commercial progress at key pre-FID US LNG projects
• China LNG imports rise as the country heads towards recovery
• Charter rates for LNG ships higher than they were last year
• Coronavirus: impact on Italian gas demand
• North America Gas Short-Term Outlook: Henry Hub reaches a 25-year low
• Can the US gas markets absorb the impact of US LNG under-utilization in Summer 2020?
• Recent insights:

Tables and charts

This report includes 50 images and tables including:

• Preliminary Chinese LNG imports in August
• China preliminary LNG imports in July 2020
• US gas burn in power sector vs. temperature

What's included

This report contains:

• Coronavirus impact on gas & LNG markets in brief

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