Commodity Market Report

Japan LNG long-term outlook 2020

Get this report

$4,000

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

27 October 2020

Japan LNG long-term outlook 2020

Report summary

Japan LNG long-term market report, including details of the LNG supply-demand balance, regas infrastructure, contract developments, market structure and policy. Key highlights this update include: - Japan's LNG demand will decline but the country will stay in the top three LNG importers in the world through to 2040 -Japanese energy policy is at a crossroads, providing one of the greatest uncertainties to the LNG outlook - As new contract volumes ramp-up and demand falls, Japan risks being overcontracted in the early 2020’s - Japan remains at the forefront of Asian contracting innovation with more diverse contract formulae and indexation, shorter duration deals, joint procurement, and one of the world’s first carbon-neutral LNG cargoes - As contracts roll off from the mid-2020s, Japanese buyers will look to ensure supply security with new long-term volumes, but some bigger buyers will likely be more comfortable relying on the spot market for a share of their procurement exposure

Table of contents

  • Contracting trends
  • Contract outlook
    • 2020 and the Covid-19 outbreak
    • 2021-2022
    • Coal-to-gas switching
    • Power demand
    • Nuclear outlook
    • Non-power demand
    • Residential/Commercial
    • Industry
    • Energy security remains at the heart of Japanese energy policy in the post-Fukushima era

Tables and charts

This report includes 13 images and tables including:

  • Northeast Asia oil-indexation trend
  • Contracted LNG supply by source
  • Contracts vs LNG imports
  • Contracted LNG supply position by buyer
  • Japan regional map - areas of high population and energy demand
  • Gas demand and imports (2015-2040)
  • Japan LNG demand (monthly)
  • Stock levels
  • Short-run coal-to-gas switching curve
  • Power generation mix
  • Nuclear restarts
  • Japan electricity and gas liberalisation timeline
  • Japan energy policy targets (2030)

What's included

This report contains:

  • Document

    01_data_japan_2020_.xls

    XLS 521.50 KB

  • Document

    Japan LNG long-term outlook 2020

    PDF 1.64 MB