The tightening gas market in Louisiana will buoy prices at the Henry Hub over the coming years, discouraging its use as an index in long-term gas and LNG contracts.18 August 2017
Analysis & Forecasts
Overview of the fundamental and technical factors underpinning our global forecastsMore Executive Summary
As Europe becomes increasingly dependent on imports, changes will be seen in the region’s mix of imports. However, the pace of change is likely to be slow.
South Korea’s new government is rolling out new energy policies – with big implications for the power sector. These changes could create opportunities for gas-fired power generation.
The growing emphasis on coal and renewables in Turkey’s power sector presents a major challenge for the country’s gas-fired infrastructure.
Brazil’s deteriorating political climate has the potential to reduce the country’s need for imported gas and LNG even further.
The power sectors in Japan and South Korea are currently set on contrasting paths when it comes to nuclear and coal. How the generation mix in both countries develops has implications for gas demand and LNG imports.
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.
Increasing gas use is key to emissions reductions plans in some of the world’s largest gas markets.
Latin America’s dependence on LNG imports is set to diminish in the coming years as key regional consumers move away from the fuel.
Soaring lithium demand for batteries has led to fears supply may fall short, prompting a surge in investment in production of the mineral.
The Panama Canal will become increasingly critical for the global LNG trade as US liquefaction plants ramp up production towards the end of the decade.