Insight
The new balance: long term implications of Asia gas and LNG
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Oversupply in the LNG market will not last forever as Asian gas demand continues to grow strongly. But the development of new LNG supply is being challenged by low prices and high project costs. Expect a bumpy road to market recovery.
Table of contents
-
Summary
- More bullish on Asian demand, more bearish on supply
- Expect a more seasonal North Asian gas market
- The LNG market needs new supply by 2023
- Low prices and high costs are challenging project economics
- Oil indexation of LNG is at risk
- A bumpy road to restoring the balance
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
At what price is LNG affordable in Asia?
Assessing LNG price affordability across four key Asian markets
$950
Asset Report
Pingdingshan alumina refinery
A detailed analysis of the Pingdingshan alumina refinery.
$2,250
Asset Report
Al-Zour LNG - LNG regas terminal
Plans to import on a longer-term basis were disclosed as soon as 2010, as Kuwait started to import LNG via ...
$1,450
