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  • Lessons from European gas inventory dynamics in 2022 provide important insight into rebuilding storage in 2023. Still, several categories of policy remedies intended to lower the gas price burden for European consumers loom large, reflecting shifting longer-term priorities. While the region continues to look toward the Eastern Mediterranean for gas supply, it could be Egyptian fiscal challenges that help keep the country's LNG exports elevated in the near term.
    Tue, Nov 22, 2022
  • Our recent Energy Intelligence Forum highlighted different sides of government policy needed to navigate the energy crisis. Proposals for immediate remedies are garnering attention, but several speakers noted the need for policy to support gas and LNG supply developments. Rising European gas storage levels continue to weigh on prices ahead of winter, but a fragile “balance” remains subject to disruption from both within and outside Europe. Several veteran players seeking to boost LNG market exposure are finding growing access to portfolio volumes adds strategic balance.
    Thu, Oct 20, 2022
  • Both the upcoming winter and outlook for 2023 are now in focus for the global gas and LNG trade. There is little room for error in keeping European gas storage at adequate levels while providing a strong foundation for gas supply next year, all with implications for prices globally. Still, the weakening oil market provides some winter “relief” for buyers, while much longer-term oil market expectations support oil-indexed term supply agreements. Long-term deals have been growing longer this year, demonstrating confidence in demand and vital for supply development.
    Fri, Sep 30, 2022
  • Forecast data for LNG Market Evolution Quarterly, Q3'22
    Fri, Sep 30, 2022
  • 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
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