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  • 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
  • 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
  • Long-term LNG supply contracting momentum continued into Q1’22. Foundation agreements supporting new projects featuring US and Chinese players were the notable trend, with significant implications for the LNG trade. Locking in supply is key for Chinese buyers, which face higher risk to Russian gas exposure relative to Japanese buyers as both groups navigate energy security requirements. While the world works to circumnavigate Russian energy, Egypt and Israel appear again as important gas supply sources for Europe. But even as Egyptian LNG exports recover, Israeli policy risk could be a headwind to a longer-term supply solution.
    Wed, Apr 20, 2022
  • The Russia-Ukraine conflict is now driving a realignment of the global gas ecosystem. Russian gas replacement will take some time, while initiatives to reduce gas use altogether could mitigate that need. Both spot and term LNG prices will remain high and volatile, with several potentially disruptive factors poised to push both Dutch TTF and Asian spot prices out of their $25-$35/MMBtu range. But upside for TTF may be needed to ensure higher European LNG deliveries continue. Risks to Russian gas flows and proactive efforts to find alternatives are further elevating project development momentum, with the US well positioned to help fill the gap.
    Thu, Mar 31, 2022
  • Forecast data for LNG Market Evolution Quarterly, Q1'22
    Thu, Mar 31, 2022
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