Insight
The new balance: long term implications of Asia gas and LNG
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
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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
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