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Coronavirus impact on gas & LNG markets in brief

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03 July 2020

Coronavirus impact on gas & LNG markets in brief

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

  • 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
    • 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 43 images and tables including:

  • Non-power demand has recovered in most European markets
  • Key events and what to watch (open image in new tab for better view)
  • US-to-Mexico pipeline gas export flows by region
  • Panama Canal LNG transits (laden + ballast)
  • US LNG cancellations
  • Chinese LNG demand - monthly forecast
  • Ethanol run rates vs gas demand
  • US LNG feed gas vs. capacity
  • MISO actual demand vs forecast
  • Italy LNG send-out
  • Spot/short-term LNG charter rates
  • Ethylene cracker capacity status
  • Gas demand shows signs of recovery after a peak-low around Easter
  • Summary of impact on LNG supply
  • UK summer gas supply-demand balance
  • Key events and things to watch (open image in new tab for better view)
  • US LNG cargoes scheduled to China
  • Industrial demand vs. temperature
  • Industrial gas demand by sector.
  • Italy: Easter seems to have formed the peak-low for industrial gas demand
  • Monthly gas demand variation by sector
  • Map: Spain gas infrastructure, capacity utilisation
  • Key takeaways: country-by-country
  • China gas market balance Q1 2020 vs 2019
  • Refinery run rates
  • Daily flows from Europe's major piped gas suppliers
  • Risk for delay or cancelation relative to our estimated In-Service Date (ISD)
  • Feedgas to US LNG plants (7 days rolling average)
  • Coronavirus cases vs expected LNG output in 2020
  • India: The rise and fall (...and rise again?)
  • Italian gas supply mix and PSV-TTF differential
  • March LNG imports by terminal
  • Italian LNG imports
  • Gas demand forecasts in the Southern Cone for April-August 2020
  • US demand so far not showcasing drastic demand loss
  • European gas demand by major markets under containment
  • Maintenance schedule (pre-coronavirus)
  • China LNG imports by source country
  • Spot/short-term LNG charter rates
  • Italian demand by sector (7-day average)
  • US summer balances 2020 vs. 2019
  • US LNG gas feed level have ramped up beyond 9 bcfd
  • Coal-to-gas switching economics (Japan and South Korea)

What's included

This report contains:

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    Coronavirus impact on gas & LNG markets in brief

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