Insight

Gladstone FOB: Asia's New LNG Spot Price?

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

For further information about this report submit the form below.

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 contains

  • Document

    Gladstone FOB: Asia's New LNG Spot Price?

    PDF 279.70 KB

Table of contents

Tables and charts

This report includes 1 images and tables including:

Images

  • CSG play breakevens by operated acreage*

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898