Japan’s Takahama nuclear power plant. Reactors 3 and 4 are scheduled to restart in the next few months. (PA) Market Drivers

Japan’s nuclear output to rise this summer

Reactors 3 and 4 at the Takahama nuclear power plant are set to restart by early Q3, boosting Japanese generation capacity.

By Catriona Scott 27 April 2017
Ras Laffan in Qatar. Qatar’s liquefaction plants are running at capacity. (Statoil)

Qatar eyes greater exports as North Dome moratorium ends

Qatar is intent on defending its share of LNG and gas exports after lifting a self-imposed moratorium on North Dome.

US LNG has inundated Mexico’s Manzanillo terminal since exports started up at Sabine Pass Train 3. (Samsung C&T)

US LNG floods Mexico’s Manzanillo terminal

US LNG has inundated Mexico’s Manzanillo terminal since exports started up at Sabine Pass Train 3.

Gorgon's third train will start up before the end of the month. (Chevron)

Gorgon Train 3 ramp-up cargoes to hit market early

The final train at Australia’s Gorgon LNG project is set to start operations ahead of schedule.

Henry Hub prices under pressure from stronger injections

Depleted gas stocks in the US will remain a concern even though flows into the country’s storage facilities are improving.

Stronger offtake supports European prices

Cooler temperatures across Europe have boosted weather-related gas consumption while storage levels have fallen in the UK.

High Henry Hub prices dent US gas-to-power demand

Coal is becoming more competitive than gas in the US power sector as Henry Hub prices remain high.

Analysis & Forecasts

Executive summary

Overview of the fundamental and technical factors underpinning our global forecasts

More Executive Summary  

Regional analysis

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

Shale gas operation in New England (Nexen)

Challenges ahead for Canadian gas

Canada’s struggle to find customers for its gas will persist as growing shale output in the US provides tough competition.

LNG carrier Golar Viking delivering LNG at Map Ta Phut LNG terminal, Thailand. (Qatargas)

Thailand faces a growing need for LNG

Thailand is set to become increasingly dependent on imported LNG and could be vulnerable to price spikes as the market tightens.

Gate LNG terminal, Netherlands. (Gate LNG)

The LNG supply glut – the role of Europe

The outlook for global LNG supply and demand and Europe’s future as an LNG market is explored in this contributed feature by Mike Fulwood from Nexant.

Dunkirk LNG. (EDF)

Gas in France – challenges for future growth

Potential changes in energy strategy will shape both the gas and power sectors in France - but the prospects for gas demand growth will remain weak.

Research Notes

Gas to dominate the GCC’s power sector

Gas demand by the GCC’s power sector is set to grow over the coming years despite plans to diversify the region’s power-generation mix.

Emission reductions: supportive of gas

Increasing gas use is key to emissions reductions plans in some of the world’s largest gas markets.

Latin America’s structural shift away from LNG

Latin America’s dependence on LNG imports is set to diminish in the coming years as key regional consumers move away from the fuel.

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.