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LNG Tool Key Changes - Q4 2022

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We are pleased to let you know that the new quarterly Q4 2022 update of the LNG Tool is now complete. Highlights of this quarter's changes include: New LNG Tool enhancements to our supply economics data. This included the splitting of the FOB cost breakeven into plant upstream, grid and transport breakeven. We have split the total breakeven out to increase client visibility of data. Updates of our short-term view of supply and demand, consistent with our LNG ST Analytics product Updates to regas and liquefaction project status, economics and project information, new contracts, and up-to-date LNG fleet information Our long-term LNG demand forecast from 2025 onwards was updated in the Q3 LNG tool refresh in October. This aligned our forecast to the Global gas 10-year investment horizon outlook, our flagship report articulating Wood Mackenzie's view on global gas and LNG demand.

Table of contents

  • New LNG Tool Enhancements
    • Project Start-up Dates
    • Project Status Changes
    • Upstream supply
    • Brent Oil Price Assumption
    • European Regas Developments
    • Regas Developments Outside of Europe
  • LNG demand
  • Shipping
    • New contracts
    • Mergers and Acquisitions Activity
    • What's the difference between nominal capacity, effective capacity and LNG output?

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    LNG Tool Key Changes - Q4 2022

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