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An LNG tanker off Qatar. (Equinor)
Market Drivers

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.

By Abhishek Kumar 6 December 2018
Kårstø processing plant, Norway Research Note

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.

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.

CNOOC's Dapeng LNG terminal Market Drivers

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.

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

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.

LNG

Argentina’s FSRUs: one down, one to go

The departure of Excelerate’s Exemplar FSRU from Argentina is a setback for Latin America’s LNG import prospects, but a victory for the government’s energy policy.

LNG

MEA LNG imports facing sharp downturn

The Middle East and Africa’s declining LNG demand is defining a new norm in the global LNG trade, which will be a concern for key suppliers of the fuel.

Analytical Features

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.

Artist's impression of LNG Canada's liquefaction facility in Britisg Colombia Opinion

Freight economics to favour Canadian LNG

Cargoes from liquefaction plants on Canada’s west coast could reach Northeast Asia in 8-9 days compared with 20 days for those from the US Gulf Coast, giving Canadian LNG a significant market advantage.

Oil rig in Permian Basin, Andrews, Texas Contributed Feature

Permian: Pulling the rug from oil-indexed LNG prices?

The Permian is already changing international LNG pricing. How future production could impact oil-indexation in LNG contracts going forward is examined in this contributed feature by Robert Beck of Baker & O’Brien.

Research Notes

Gas installation

Non-associated gas heralds MENA’s energy transformation

The MENA region's rising gas demand, together with its growing focus on LNG and pipeline gas exports, will further boost the importance of non-associated gas.

More Research Notes

Economic Calendar

Wednesday, 12 December
BRA Brazil’s central bank interest rate decision
CAN Capacity utilisation rate
EUR Industrial production
IND Industrial production
IND Manufacturing 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