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  • The recent gathering of Gastech in Milan proved to be highly concerned with solutions to the current energy crisis, rather than assigning blame. But there were clear misgivings about some of the market-distorting policies being proposed. The crisis has focused the spotlight on LNG affordability and reaffirmed how well oil-indexed term supply, along with changes in demand patterns, are insulating some Asian markets from higher LNG costs. For Gazprom, a company with a hobbled, evolving pipeline gas sales strategy, a shifting LNG focus will provide little consolation.
    Mon, Sep 19, 2022
  • European gas market chaos continues to underpin Asian prices, even as the TTF premium has widened since June. But Asian buyer movements in preparation for winter are becoming evident in pricing dynamics, and seasonal Chinese demand could still upend markets later this year. Gas supply solutions remain distant. There is room for some additional non-Russian pipeline supply through existing infrastructure, but other meaningful developments are far off. For all the enablers supporting Eastern Mediterranean developments, aboveground risks continue to generate headwinds.
    Fri, Aug 19, 2022
  • The European gas market remains on edge. Prospects for ongoing and deeper gas supply disruption ahead of winter will remain supportive for prices, even if Nord Stream flows return to normal. In the US, the Freeport LNG outage remains small relative to Nord Stream volumes, and the impact on Europe could be offset. Atlantic Canada LNG project proposals are receiving more attention in this fraught environment, but the ingredients for venture advancement have yet to materialize.
    Mon, Jul 18, 2022
  • QatarEnergy’s choice of partners for its North Field Expansion is broadly in line with industry expectations, despite the absence of Asian firms expected to join the project’s first and largest phase. TotalEnergies, Exxon Mobil and Shell each received a greater equity stake in the larger expansion project than other partners, further underscoring the importance of Qatar’s existing relationships. For Qatar’s European joint venture partners, additional LNG equity capacity augments gas-centric transition strategies, while US firms get additional resource base diversification.
    Thu, Jul 7, 2022
  • Meaningful disruption to gas and LNG flows late in Q2 jolted a market that had been easing. Without additional supply, attention turns to the likelihood of European economic slowdown to ease price pressure. All eyes are on Nord Stream flows in Q3, where the impact for Europe (and globally) is much greater the Freeport LNG outage. Asian LNG demand recovery remains a risk to regional price dynamics and LNG flows, but European capacity constraints could still be a factor. Portfolio players have been the dominant buyers in H1’22 LNG supply contracting, demonstrating confidence in long-term demand globally.
    Thu, Jun 30, 2022
  • Forecast data for LNG Market Evolution Quarterly, Q2'22
    Thu, Jun 30, 2022
  • Growing tension between energy security and decarbonization was evident at the recent World Gas Conference in South Korea, augmented by concern about LNG affordability and demand destruction. Yet, expectations for a durably strong LNG market have prompted several US gas producers to explore strategies to gain more exposure to global prices, which could amplify the competitive landscape. While supply-side developments take shape, European efforts to increase access to LNG, including hub plans, are still evolving—with some unlikely to provide much relief this winter and others still years away.
    Wed, Jun 15, 2022
  • Global LNG Service's LNG Project Database
    Thu, Jun 2, 2022
  • Global LNG Service's LNG Project Database
    Thu, Jun 2, 2022
  • US LNG supply growth remains in the spotlight, with a flurry of long-term supply agreements supporting momentum for project prospects. Beyond several ventures already poised to move forward this year, ongoing commercial interest remains the key risk factor to increasing long-term capacity—for now. QatarEnergy’s Europe strategy is also garnering attention. A breakthrough on supply agreements with German buyers will both illuminate the company’s strategic stretch and elevate understanding of European LNG requirements. The race to supply Europe with non-Russian gas extends to Algeria. The country’s recent gas production growth is encouraging, but LNG prospects this decade need to be considered in the broader context of competing commitments and risk factors.
    Wed, May 18, 2022
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