Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end Report

Insight 30 November 2018

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Report summary

The year 2018 is a bridging year between the last Pacific projects and the final wave of Atlantic facilities. LNG output is expected to reach 324 Mt of LNG (+9% y-o-y). After a surprisingly tight summer, supply growth will accelerate during winter 2018/19 as six new trains are set to hit the market. The focus will shift to the Atlantic in 2019. LNG supply growth will accelerate again, adding some 41 Mt. This will be the strongest year ever for supply growth in the LNG market. However, output is expected to remain seasonal with limited incremental month-on-month growth in summer 2019.

Highlights
- Downside risks to our view
  - Existing producers
  - New projects
- Upside risks to our view
  - Existing projects
  - New projects
  - Key changes to Asia-Pacific LNG supply
    - Australia
    - Brunei
    - Indonesia
    - Malaysia
    - PNG
    - Russia East
    - Peru
  - Key changes to Middle East and North Africa (MENA) supply
    - Oman
    - Qatar
    - UAE
    - Yemen
    - Egypt
  - Key changes to Atlantic supply
    - Russia West
    - Nigeria
    - Algeria
    - Cameroon
    - Equatorial Guinea
    - Angola
    - Trinidad and Tobago
    - US East

Tables and charts

This report includes the following images and tables:

Monthly global FOB supply (annualised)
Global LNG supply (mmtpa annualised)
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 2

Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 3
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 4
Global LNG supply and y-o-y changes
Recent Project start-ups
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Table 3
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 6
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 7
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 8
Global LNG supply tracker Q4 2018: the Pacific supply wave comes to its end: Image 9
2 more item(s)...