LNG ship orders pour in; but is it too little too late, or too much too soon?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
-
Introduction
- New LNG supply is creating new trade routes
- Record demand from China (and elsewhere in Asia)
- US LNG exports are creating more seasonality in shipping
- FIDs imminent on next wave of LNG supply
- Still low yard prices
- Design and technology improvements give new ships a big advantage
- Huge orderbook to be delivered
- Conclusion
Tables and charts
This report includes the following images and tables:
- LNG ship orders, deliveries and orderbook
- Vessel requirement by source and destination
- New LNG supply 2015-2023 (cumulative)
- China LNG imports by source v rates
- China LNG imports by source (annualized)
- South Korea LNG imports by source (annualized)
- Japan LNG imports by source (annualized)
- US LNG exports by destination
- US LNG export tonne-miles v charter rates
- Historic and forecast LNG FIDs
- Pre-FID LNG supply forecast
- LNG ship newbuilding price v number of orders
- 1 more item(s)...
What's included
This report contains: