Commodity Market Report
Japan LNG long-term outlook 2020
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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
-
Short-term outlook ( 2020-2021 )
- 2020 and the Covid-19 outbreak
- 2021-2022
- Coal-to-gas switching
-
Long-term outlook (2021- 2040)
- 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:
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