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  • Several key LNG market developments are on our radar this year. We do not see market volatility driving dramatic changes to our long-term demand assumptions. LNG supply agreements provide an important signpost, particularly in growth markets. With supply, ventures under construction and several poised for advancement paint a long-term supply picture. But the market will still need to contend with ongoing challenges with several operating ventures. We also expect LNG carbon mitigation strategies to advance. Perhaps 2022 will be the year when LNG supply agreements, new project developments and carbon neutrality become more tightly linked.
    Fri, Jan 14, 2022
  • Global gas price upside is par for the course these days, and Europe remains a key driver—for now. The Asian winter market and LNG supply challenges add to a volatile mix of inputs—and the potential for Asian market mayhem persists. The oil market remains critical to trade dynamics for those heavily exposed to spot LNG. The momentum for 2022 dealmaking remains strong under these circumstances. Long-term agreements will be a key signpost for LNG market capacity growth and pricing volatility later this decade. The types of players committing to LNG supply could also illuminate the pace of energy transition.
    Mon, Dec 20, 2021
  • Forecast data for LNG Market Evolution Quarterly, Q4'21
    Mon, Dec 20, 2021
  • Investment and supply have been an important component of LNG industry conversation in 2021. So, we turn to Tanzania, where enthusiasm for project development has returned. But we believe project partners need to navigate several hurdles—and perhaps internalize some lessons from Mozambique’s experience—for this venture to reach completion. On the demand side, we look at diverging buyer strategies. Jera’s recent acquisitions, along with lapsing supply agreements, provide important insights into maturing buyers, along with seller opportunities. Indian buyers could also pursue acquisitions, but existing agreements better illuminate their current approach.
    Wed, Dec 15, 2021
  • Our updated LNG Project Database shows the industry is working to convert opportunity into LNG supply against a backdrop of tight short-term market conditions and longer-term energy transition pressures.
    Wed, Dec 8, 2021
  • The uptick in LNG supply agreements with US ventures this year is important in the context of supportive market conditions, but this does not mean that the sector is free from challenges. Chinese buyers have been an important part of the US story in 2021. Long-term supply agreements concluded this year—both with US ventures and other sellers—reflect several strategic goals. A tight LNG market invariably raises questions about new supply sources, but upstream activity in Cyprus may not provide many new answers on the capacity front.
    Tue, Nov 16, 2021
  • 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
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