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  • Energy Intelligence’s latest semiannual LNG Project Database update reflects an industry stalled by the Covid-19 pandemic but retaining big growth ambitions. Yet, 2020 project development delays are giving way to post-pandemic realities. Liquefaction and regasification ventures now are navigating both near-term demand growth and longer-term energy transition risks.
    Tue, Apr 27, 2021
  • The burst of recent LNG supply agreements, particularly in Q1’21, confirms our expectations for contracting and competitive landscape trends. Qatar Petroleum has been quite successful among sellers concluding deals. This is emblematic of effective strategy, but we are also identifying some additional operational and marketing pressures the company could encounter. Finally, we return to the Eastern Mediterranean, where a closer look at Egypt’s LNG revival also illuminates some longer-term risks that could shorten it.
    Sun, Apr 11, 2021
  • Forecast data for LNG Market Evolution Quarterly, Q1'21
    Mon, Mar 29, 2021
  • Our outlook for higher Asian spot prices this year has been an ongoing theme that pre-dates the pandemic Yet, looking to Q2’21, we believe that the market is poised for typical weakness. Seasonal volatility will remain a risk factor. However, several areas of market evolution already in progress could help mitigate the impact beyond the short term. Conditions for buyers to evaluate their seasonal and term exposure preceded this winter’s market volatility, and recent term deals bear out many of our expectations for supply agreements.
    Mon, Mar 29, 2021
  • US LNG exporters are already feeling policy pressure from the new Biden administration. This month, we examine how climate policies may impact new project approvals and costs. On the corporate front, having largely missed out on the most recent phase of Russian LNG expansion, Gazprom is now targeting an expanded role in the sector. The NOC’s shift faces likely competition from private firm Novatek, both for market share and support from Moscow. Finally, we place our latest supply and demand outlook into current market context, where macro conditions may outweigh looming oversupply to 2030.
    Sun, Mar 14, 2021
  • The LNG spot market has calmed somewhat since reaching record high prices last month. This month, we examine long-term implications of that winter season spike. Following Beijing’s carbon neutrality announcement last year and in anticipation of its next Five-Year Plan, we revisit current policy and reform initiatives to see how they are driving gas demand. Finally, we return to the US, where Commonwealth LNG’s unique tender approach for volumes from its proposed facility have us considering what will really push this venture over the finish line.
    Thu, Feb 11, 2021
  • Energy Intelligence’s semiannual update of our proprietary, long-term LNG supply/demand forecast sees demand drivers intact as the industry eyes a pathway out of the Covid-19 pandemic. We still expect to see demand growth stronger in the medium term and weakening over the long term, with outcome variability dependent on supportive policy implementation, gas supply needs and decarbonization. Yet, recent market upheaval and existing project challenges reveal a leaner supply outlook, even though opportunities remain robust.
    Mon, Feb 8, 2021
  • Energy Intelligence’s semiannual update of our proprietary, long-term LNG supply/demand forecast sees demand drivers intact as the industry eyes a pathway out of the Covid-19 pandemic. We still expect to see demand growth stronger in the medium term and weakening over the long term, with outcome variability dependent on supportive policy implementation, gas supply needs and decarbonization. Yet, recent market upheaval and existing project challenges reveal a leaner supply outlook, even though opportunities remain robust.
    Mon, Feb 8, 2021
  • Data and Graphs for LNG Supply/Demand Outlook to 2035
    Mon, Feb 8, 2021
  • We see several key areas where 2021 developments will drive the medium- and long-term LNG trade. On the supply side, a strengthening market will not be enough for some ventures under development as both project-specific challenges and shifting corporate priorities drive further delays. Europe will be an important demand-side focus, with climate policy leadership resulting in longer-term market consequences in the region and beyond. Market conditions and expiring long-term deals will drive contracting this year, but there is no guarantee that ventures under development will benefit.
    Thu, Jan 7, 2021
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AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD