Analysis & Forecasts

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Regional analysis

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

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Interfuel competition

Analysis of how gas prices respond to the price of other fuels, such as coal, renewables and nuclear

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Oil market outlook

A brief analysis of the direction of crude oil prices and of oil product crack spreads

Regional Focus: Europe & Russia

Features

South Korea’s gas demand and LNG imports have been in decline, and will continue to fall this year. (Kogas) Asia Pacific

South Korea’s gas decline – time for a turnaround

South Korea’s gas demand and LNG imports have been in decline, and although they will continue to fall this year, demand could grow between now and the end of the decade.

Trinidad and Peru are exploring new LNG markets as competition from Australia and the US ratchets up. (BP plc) Latin America & Caribbean

LNG exports from Trinidad and Peru losing steam

Trinidad and Peru are exploring new LNG markets as competition from Australia and the US ratchets up. However, attracting upstream investment could be a more significant challenge.

Contract flexibility and stakes in export projects lie at the heart of Qatar’s LNG strategy. (Shell) Middle East & East Mediterranean

Qatar boosts LNG flexibility to fend off competition

Contract flexibility and stakes in export projects lie at the heart of Qatar’s LNG strategy as it defends its market share amid intense competition from the likes of Australia.

Melkøya Snøhvit LNG-plant, Norway. With strong piped supplies expected to grow, the market for LNG could be limited. (Statoil) Europe

Europe – time for an LNG boom?

Europe’s supply/demand gap is set to widen, making the region more dependent on imports. But with strong piped supplies expected to grow, the market for LNG could be limited.

Research Note

Middle East & African consumers desire more LNG

The Middle East and Africa region’s LNG imports are expected to see double-digit growth in 2016, resulting in the growing popularity of floating LNG import solutions and increased participation by portfolio players.

By Abhishek Kumar 1 February 2016

Comment

The Analyst

Upstream cuts create potential for supply shock

Oil and gas companies are finding it increasingly difficult to obtain finance for upstream projects, but a lack of investment now could spell a supply shock later.

Khalid al-Falih, Saudi Arabia’s new oil minister. (World Energy Congress) The Analyst

Saudi market share drive intact despite change at top

Saudi Arabia is continuing to pump at full throttle, and the appointment of a new oil minister is unlikely to reverse the kingdom’s policy any time soon.

The advent of LNG exports from the US offers a window of opportunity for buyers looking for a stable gas price. (Cheniere Energy) The Analyst

Henry Hub linkage could stabilise gas-to-power

The advent of LNG exports from the United States offers a window of opportunity for buyers looking for a stable gas price.

Qatargas and Shell recently announced they would push ahead with ambitious plans to develop gas for transport in the Middle East. (Shell) The Analyst

Gas in transport will survive low oil prices

The sudden drop in oil prices may have been a blow to gas-for-transport demand, but initiatives are under way worldwide that could see gas win out eventually.