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Gladstone FOB: Asia's New LNG Spot Price?


Gladstone FOB: Asia's New LNG Spot Price?

Report summary

With an impending oversupply in the Pacific, the conditions are right for an LNG pricing point and hub to emerge in Asia. Multiple candidates are proposed and those positioning include Singapore, Tokyo and Shanghai. But a suitable pricing point in the Pacific need not be a market, e.g. the established pricing point for coal in the region is a supply source, Newcastle FOB.

Indeed Eastern Australia ticks a lot of the boxes cited by the IEA as key tenets of a potential gas trading hub. We foresee the potential for the creation of as much as 8 mmtpa of flexible LNG export capacity at Gladstone, linked to the domestic market in Eastern Australia. This LNG capacity could become a flexible source of LNG supply to the Pacific market, with investment in upstream drilling and tie-back development reacting to price signals in the Asian market. We explore the pros and cons of "Gladstone FOB".

What's included?

This report includes 1 file(s)

  • Gladstone FOB: Asia's New LNG Spot Price? PDF - 279.70 KB 4 Pages, 0 Tables, 1 Figures

Description

This LNG Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

If you want to look at the trends, risks and implications of this topic, this report gives you an alternative point of view to help inform your decision making.

Offering bottom-up market analysis for over 150 LNG supply assets, 28 LNG-importing countries and more than 500 LNG contracts, Wood Mackenzie is the definitive and trusted resource for the LNG industry.

We use our robust database and expert industry knowledge to help you understand the dynamics of the global LNG industry and identify emerging trends and opportunities.

  • Executive Summary
  • Introduction
  • Better credentials than Singapore?
  • Queensland's CSG LNG flexibility
  • Suppliers will determine whether Gladstone FOB and an Eastern Australia trading hub progresses

In this report there is 1 table or chart, including:

  • Executive Summary
  • Introduction
  • Better credentials than Singapore?
  • Queensland's CSG LNG flexibility
    • CSG play breakevens by operated acreage*
  • Suppliers will determine whether Gladstone FOB and an Eastern Australia trading hub progresses
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