LNG outlook reports
Discover long-term and short-term outlook reports on global gas market fundamentals, dynamics and disruptive trends. Our LNG forecasts include detailed analysis of the entire gas and liquefied natural gas value chain to provide a complete picture. Evaluate the LNG market outlook with confidence.
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LNG outlook reports
Global product markets short-term outlook October 2019
This monthly update incorporates all of the regional price forecasts and differentials, crude runs, refining margins and product-by-product supply-...
Global seaborne thermal coal outlook under the Russia ban scenario
In the April 2022 Strategic Planning Outlook for global thermal coal, we assumed that the Russia-Ukraine conflict will de-escalate during 2022. Rus...
Global short-term LNG supply tracker (Q4 2020)
Winter LNG production has recovered as quickly as it dropped this summer. However disruptions have intensified too and weigh on output. In this upd...
Hainan gas markets long-term outlook H1 2015
Located in the South China Sea, Hainan is China’s smallest province. Oil and gas play significant roles in the island’s total primary energy supply...
Hopes of a return to “normal” winter erased: ERCOT power and renewables January 2020 short-term outlook
Henry Hub moved below $2 in January as hopes of a return to normal winter fades – It’s the lowest prices since spring 2016 and lowest during Januar...
How can developers of new US LNG capacity generate double digit returns and reach FID?
Our base case valuations of new US LNG projects indicate unlevered margins are tight. Yet three projects have attracted debt and equity financing t...
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