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  • Our recent Energy Intelligence Forum revealed unique circumstances driving this year’s chaotic gas and LNG markets, along with warnings about transition management, resilience in the energy system and investment needs. This year’s volatility should prompt movement to the relative security of term volumes, but oil market upside is a concern, while other options may beckon. Supportive market conditions could encourage LNG-oriented M&A as well, but longer-term demand and climate risks continue to loom.
    Wed, Oct 13, 2021
  • Forecast data for LNG Market Evolution Quarterly, Q3'21
    Thu, Sep 30, 2021
  • The LNG market is on edge as spot prices reach record highs ahead of the winter. Asian demand has demonstrated its own momentum, even as Europe propelled the market—with the window for inventory relief rapidly closing. Price inelasticity of LNG demand has caught many off guard, and fatigue is evident. While this market adds impetus for greater term supply commitments, deals will need to be flexible and new project advancement is not guaranteed. US gas prices have been caught up in the global pricing frenzy, but sky-high LNG spot prices and rising oil prices blunt any broader LNG market impact.
    Thu, Sep 30, 2021
  • 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
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AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD