Insight
Global LNG supply tracker Q3 2018: supply growth set to accelerate
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The year 2018 is a bridging year between the last Pacific projects and the final wave of Atlantic facilities. We expect LNG supply will reach 323 Mt of LNG in 2018 (+8% y-o-y). We expect huge supply growth this winter – with new trains starting every month.This is positive as it coincides with peaking demand in the main consuming regions. Despite this, we still anticipate a fairly tight winter market. The focus will shift to the Atlantic in 2019. The LNG market is set for its biggest year ever with +44 Mt of additional output (for a total of 367 Mt in 2019). LNG supply growth will accelerate again in H2 as US LNG projects ramp up. Growth will slow in 2020 as final trains are added at US LNG facilities. We forecast 399 Mt of LNG in 2020.
Table of contents
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Highlights
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Downside risks to our view
- Existing producers
- New projects
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Upside risks to our view
- Existing projects
- New projects
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Asia-Pacific LNG supply
- Australia
- Brunei
- Indonesia
- Malaysia
- PNG
- Russia East
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Downside risks to our view
Tables and charts
This report includes the following images and tables:
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Monthly global FOB supply (annualised)Global LNG supply (mmtpa annualised)Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 2
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Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 3Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 4Global LNG supply and y-o-y changesRecent Project start-upsGlobal LNG supply tracker Q3 2018: supply growth set to accelerate: Table 3Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 6Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 7Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 8Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 9
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What's included
This report contains:
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