• Global Gas Analytics
A platform off the Norwegian coast
Market Drivers

Minimal gains ahead for Norwegian production

Growth in Norway’s output will be marginal in the coming years and will help provide a floor to European prices.

By Catriona Scott 11 January 2019
FSRU Independence in the port of Klaipeda, Lithuania Features

MEA’s enthusiasm for FSRUs fizzling out

The number of operational FSRUs in the MEA is set to fall sharply over the coming years because of growing gas production, geopolitics and cost considerations.

Landfall of the Nord Stream pipeline in Germany Features

Europe’s weakening gas security

European gas production is forecast to fall while gas demand could be supported by changes in power generation in the mid-term. With flexibility of supply also weakening, there are risks to future winter supply security.

Novatek’s Yamal LNG project Opinion

Saudi Arabia extends its Russian connections

Saudi Arabia’s growing cooperation with Russia on oil production will help speed up the kingdom’s plans to invest in LNG.

Analysis & Forecasts

Finance

Executive summary

Overview of the fundamental and technical factors underpinning our global forecasts

Regional analysis

Focus on macroeconomic trends, gas demand data, storage trends, the outlook for production, and trade movements

Market Drivers

LNG

Qatar aims high for LNG after leaving OPEC

Qatar sees a brighter future for its energy sector once it leaves OPEC, especially by further consolidating its position as an LNG supplier.

Global Markets

China’s US LNG imports to decline

China imported 2 mt of US LNG over the first 10 months of 2018, but US LNG exports to China are set to slump in Q4.

Global Markets

Markets stunned as Henry Hub approaches $5/MMBtu

The Henry Hub front-month futures price is rising towards $5/MMBtu, rattling gas and LNG markets given the US has yet to see the worst of the winter weather.

Analytical Features

Saudi energy  minister Khalid  al-Falih (left) and  his UAE counterpart Suhail Mohamed  al-Mazrouei (PA) The Analyst

Fuel oil strength could support LNG demand

The unexpected strength in fuel oil prices could prompt generators in Northeast Asia to buy more gas over the winter.

The Rough storage facility The Analyst

UK unlikely to incentivise creation of new gas storage

The UK’s storage capacity has dropped to just 2% of demand, but it is doubtful the government will step in to encourage more to be built.

Natural gas storage at Changbei, China Features

Beijing backs gas – but what about LNG?

Gas will be critical to China’s energy transition, and the market is set for considerable expansion. However, continued massive LNG import growth is not guaranteed.

Aerial view of Freeport LNG regas facility Features

Project delays to impair US LNG ambitions

Several US liquefaction projects face significant delays as the outlook of global LNG demand becomes uncertain and volumes sourced from the US remain expensive in the Asian market.

Research Notes

Kårstø processing plant, Norway

What role for gas in the energy transition?

The outlook for the role of gas in the world's three largest energy markets - China, the US and India - is varied. However, gas demand still looks set to grow in all three.

More Research Notes

Economic Calendar

Wednesday, 23 January
AUS Manufacturing PMI
AUS Services PMI
AUS Composite PMI
JPN Bank of Japan interest rate decision
RUS Industrial production
Access the full economic calendar for the week.

This economic calendar is provided for general information only and is believed to be correct at the time of publication. Interfax Global Energy accepts no responsibility or liability for its completeness or accuracy.
Special Report

The Permian and the outlook for US LNG

LNG tanker, offshore South Africa

This special report includes insights and conclusions from a roundtable hosted by Interfax Global Energy and Baker & O’Brien on the outlook for the Permian and international LNG pricing.

Find out more More Special Reports