• Global Gas Analytics
Italy's Rovigo LNG terminal.
Market Drivers

Golden Pass to be a conduit for US LNG into Europe

Golden Pass, an FID on which was taken in early February, will be Qatar Petroleum’s strategic project to serve the European LNG market while freeing up more Ras Laffan volumes for key Asian customers.

By Abhishek Kumar 7 February 2019
The Golar Viking delivering Qatari LNG at Thailand's Map Ta Phut terminal Market Drivers

Asia will remain central to Qatar’s LNG strategy

Qatar is implementing LNG trading strategies that will further consolidate its position in the Asian market.

The Excelerate FSRU at Argentina's Escobar terminal Market Drivers

Argentina on the cusp of exporting LNG

Argentina is poised to start exporting LNG in 2019, but challenges lie ahead for the country’s ambition to become Latin America’s biggest LNG supplier.

Atlantic LNG, Trinidad Features

Latin America’s LNG buyers contemplate exports

The prospects of Latin America becoming a major LNG supplier remain bleak despite proposed export projects in Argentina, Chile and Mexico.

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

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.

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.

LNG

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.

Analytical Features

Taipei, Taiwan Features

Taiwan – limits for gas growth

After years of steady increases, Taiwan’s gas demand growth is expected to face challenges. Capacity limitations and potential policy changes could hit the outlook for growth.

Construction of Power of Siberia gas pipeline in progress Opinion

Investment needed to sustain Europe’s gas output

Declining gas output in Europe and Algeria will further boost Europe’s dependence on imported LNG and pipeline gas from countries such as Russia as early as 2023 unless greater upstream investment is made.

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.

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

Weekend of 16 February - 17 February
NGA Presidential and general elections
ISR Preliminary GDP
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