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  • 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
  • With US LNG exports to China rebounding in 2020 and a new administration heading to Washington, we examine factors that will drive both short- and long-term LNG trade between the two countries. In addition to US-China LNG sales, we consider both the appeal of and challenges for longer-term US LNG exports to Europe following Engie’s recent withdrawal from supply discussions with NextDecade. Now that a difficult 2020 is about to end and 2021 corporate strategies are becoming visible, we look at how Exxon Mobil’s maneuvering through tough times could impact LNG supply in the 2020s.
    Thu, Dec 10, 2020
  • Localized supply disruptions have supercharged seasonal market strength in Q4’20, despite recovery of global LNG exports to year-ago levels. This will help spot prices remain buoyant ahead of what we have long expected to be a tighter market in 2021. But growing challenges to new capacity are mounting, in large part due to downward revision to our oil market outlook.
    Thu, Dec 3, 2020
  • Forecast data for LNG Market Evolution Quarterly, Q4'20
    Thu, Dec 3, 2020
  • Our updated LNG Project Database reflects ongoing industry enthusiasm for new liquefaction and regasification capacity. But Covid-19 and oil market crises this year have raised questions about the pace, and even viability, of some infrastructure development. Our base-case expectation for liquefaction capacity growth remains highly contingent on both improving market conditions and still-viable ventures in an industry seeking to spend less building new facilities. Import terminal growth remains strong, but longer-term challenges could emerge where gas is encountering climate policy-related headwinds.
    Sun, Nov 15, 2020
  • Global LNG Service's LNG Project Database
    Sun, Nov 15, 2020
  • Our recent Energy Intelligence Forum further exposed the growing tension between enthusiasm for the future of the LNG trade and market and policy headwinds threatening to slow its advancement. The impact of China’s long march toward carbon neutrality could very well be part of the latter. Importantly—and more broadly—coal displacement is seen as critical to LNG demand growth, but the pathway is not straightforward and will vary by country. In the meantime, though, US gas market dynamics may not turn out to be a near-term spoiler for LNG exports.
    Thu, Nov 5, 2020
  • The third quarter is behind us. Now, we consider the remainder of 2020 and the outlook for 2021 as attention turns to LNG demand recovery and slowing liquefaction start-ups. Amid controversy swirling around the Nord Stream 2 pipeline, we examine the factors driving development of a German LNG market. We also turn our attention to Novatek’s competitive positioning as project delays engulf the LNG industry this year and doubts about the speed and magnitude of future capacity developments grow.
    Wed, Oct 7, 2020
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AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD