The tightening gas market in Louisiana will buoy prices at the Henry Hub over the coming years. (BG Group) Features

Tightening Louisiana market supports Henry Hub

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.

By Abhishek Kumar 18 August 2017

Market Drivers

Train 1 at Yamal LNG is set to be commissioned by the end of 2017. (Novatek)

Yamal LNG startup to weigh on spot LNG prices

Train 1 at Yamal LNG is set to be commissioned by the end of 2017. This will add volumes to the spot market as the train ramps up in early 2018.

Kuwait’s non-associated gas production is rising, which will reduce the country’s reliance on imported LNG and associated gas output. (freeimages.com)

Kuwait banks on Jurassic gas bonanza

Kuwait’s non-associated gas production is rising, which will reduce the country’s reliance on imported LNG and associated gas output.

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

Features

As Europe becomes increasingly dependent on imports, changes will be seen in the region’s mix of imports. (Alex Schmidt)

Europe’s import mix – slow to change

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.

Shin Wolsong nuclear power plant control room (KHNP)

South Korea’s emissions ambitions

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.

Gas-to-power station in Bandirma, Turkey. (Enerjisa)

Tough competition for gas in Turkey’s power sector

The growing emphasis on coal and renewables in Turkey’s power sector presents a major challenge for the country’s gas-fired infrastructure.

Thousands of protesters hit the streets as corruption allegations continue to dog Brazilian president, Michel Temer. (PA)

Political crisis engulfs Brazil’s gas and LNG sectors

Brazil’s deteriorating political climate has the potential to reduce the country’s need for imported gas and LNG even further.

Research Notes

Japan and South Korea – prospects for coal and gas

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 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.