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  • This month, we highlight our latest semiannual long-term LNG supply/demand outlook. It shows consistent demand growth drivers but greater supply risks. Then, we turn our focus to two recent M&A announcements—Santos merger with Oil Search and Woodside’s acquisition of BHP’s oil and gas assets—and highlight likely LNG supply growth areas while noting the risks associated with these deals.
    Fri, Sep 10, 2021
  • Data and Graphs for LNG Supply/Demand Outlook to 2035
    Thu, Aug 26, 2021
  • Energy Intelligence’s semiannual update of our proprietary, long-term LNG supply/demand forecast sees a consistent demand growth rate into the 2030s. If anything, we continue to see LNG supply expectations still subject to greater post-pandemic upheaval. The report’s title—Approaching Inflection Point: LNG Trade Meets Energy Transition—indicates that many of the policies long expected to support greater gas and LNG use may be turning in a different direction.
    Thu, Aug 26, 2021
  • This year’s tight LNG market is focusing attention on supply, so we are revisiting the state of upstream projects following delays and retrenchment. But capital availability and shifting corporate strategies are not the only factors driving these projects, with implications for longer-term LNG supply. On the corporate strategy front, we turn our attention to Sempra, which is a key player in North American developments with considerable LNG growth plans. Revision of Japan’s long-term electricity generation goals might mean less for LNG than headline targets indicate.
    Wed, Aug 11, 2021
  • The first half of 2021 was characterized by unusually strong LNG prices and changing liquefaction development fortunes. We have revised our supply outlook to reflect changes in the landscape, noting that the supply opportunity remains abundant, along with delay risks. Rising oil prices have been an underappreciated LNG market element this year, impacting buying options while eroding the long-term case for LNG as a baseload generation fuel. As the industry contemplates the extent to which a bullish market supports new LNG supply developments, we consider how Israel can contribute and where the risks reside.
    Sun, Jul 11, 2021
  • The LNG market was unusually strong in the second quarter. European gas market strength is supporting unseasonably high LNG prices, although it is not entirely attributable to the region’s carbon price momentum. Prices will likely remain sensitive given strong Asian demand against a backdrop of limited new supply and unplanned outages. A strengthening oil market is helping to erode both the opportunity to reduce spot market exposure and the case for LNG as a baseload generation fuel. Still, a continued oil price climb could make Henry Hub-indexed LNG attractive once again in Asia.
    Tue, Jun 29, 2021
  • Forecast data for LNG Market Evolution Quarterly, Q2'21
    Tue, Jun 29, 2021
  • This month’s Global LNG Critical Trends looks at Driftwood’s progress, where we believe commodity trader appetite for US volumes is increasingly important to US project viability. On our radar is carbon-neutral LNG, which we see as one step in the industry’s wider decarbonization process. But the growing challenges of mitigating operational emissions, beating the march to new technologies and absorbing additional costs loom large. North America’s Pacific liquefaction plans are back in focus following, but projects need to be competitive and able to navigate ongoing aboveground risks.
    Thu, Jun 10, 2021
  • This month, we look at an unusually tight spring LNG market. European strength is supporting spot prices, but there is a scenario where changes in Asian buying could erode the current dynamic. On the project development front, we tackle implications of unrest in Mozambique for all LNG project stakeholders and question the market impact of protracted construction delays. Then, we revisit ongoing pursuit of downstream LNG value chain integration to build and secure markets, with a focus on differentiated strategies at work in China.
    Tue, May 11, 2021
  • Global LNG Service's LNG Project Database
    Tue, Apr 27, 2021
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AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD