Analysis & Forecasts

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Regional analysis

Focus on macroeconomic trends, gas demand & production, storage, prices and trade movements

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Interfuel competition

Analysis of how gas prices respond to the price of other fuels, such as coal, renewables and nuclear

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Oil market outlook

A brief analysis of the direction of crude oil prices and of oil product crack spreads

Regional Focus: Middle East & Africa

Features

Bahia Blanca LNG terminal, Argentina. (Enarsa) Latin America & Caribbean

Argentina attempts to wean itself off LNG

Argentina’s plan to end its dependence on LNG presents difficult questions for suppliers such as Trinidad, the US and Australia.

Gas pipelines, Indonesia. (PA) Asia Pacific

Indonesia facing up to future of LNG imports

Indonesia, one of the world’s leading LNG exporters, is on the path to becoming a potential net importer of gas. As domestic demand rises, production levels are likely to fall short.

South Korea’s gas demand and LNG imports have been in decline, and will continue to fall this year. (Kogas) Asia Pacific

South Korea’s gas decline – time for a turnaround

South Korea’s gas demand and LNG imports have been in decline, and although they will continue to fall this year, demand could grow between now and the end of the decade.

Trinidad and Peru are exploring new LNG markets as competition from Australia and the US ratchets up. (BP plc) Latin America & Caribbean

LNG exports from Trinidad and Peru losing steam

Trinidad and Peru are exploring new LNG markets as competition from Australia and the US ratchets up. However, attracting upstream investment could be a more significant challenge.

Research Note

The implications of Brexit

Following the result of the UK’s referendum on its membership of the EU, considerable uncertainty looks likely to persist in the short term.

By Catriona Scott 1 July 2016 9:05 GMT

Comment

The UK’s referendum on exiting the EU has turned the markets volatile. The Analyst

Market volatility will increase on EU uncertainty

The UK’s referendum on exiting the EU has turned the markets volatile, leaving traders facing risks on the oil price, UK-Continental gas spreads and macroeconomics.

Peter Stewart (far right) with Alexei Miller (far left) at SPIEF. (Gazprom) The Analyst

Russian economic forum puts focus on Europe

While discussions on supplying Russian gas to Asia continue, Moscow remains focused on northwest Europe as the key market for its gas – despite its geopolitical tensions with the EU.

Yanbajing geothermal power station. China's renewables have seen rapid growth. (Fanghong) The Analyst

China leads on renewables, but gas is power mainstay

Recent data suggests a pattern of rapid growth in renewables in China continued in 2015, supported by a switch away from coal towards gas and LNG.

The EU continues to develop its alternative fuels network. (Daimler) The Analyst

Risk of oil price spike may benefit gas

GGA Chief Energy Analyst Peter Stewart spoke at the IEA last week on the interaction between oil and gas prices. These are the main points of his speech to the standing committee on oil markets.