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lng_market_analysis

Ukrainian Gas Market

Overview of the Ukrainian gas market. Plans for the future include: Establishment of a new “Slovakia – Ukraine” reverse gas supply corridor. Construction of LNG terminal on the Black Sea coast....
lng_market_analysis

The Effect of LNG Shipping Charter Rates on LNG Prices in...

Review of the LNG Shipping Market.The LNG Value Chain. Shipping Market – Past and Present. LNG Shipping Cost. Shipping Cost Model and Analysis. Development in the Future....
lng_market_analysis

LNG Shipping – Cycle to Stay Strong for Longer

Liquefaction capacity bottleneck in current market. Ongoing demand for natural gas in North East Asia (which is keeping prices high). LNG carrier vessel deficit/surplus compared to 2011. LNG carrier rate forecasts 3 years 155,000m3 modern TFDE....
lng_market_analysis

North American LNG Exports:How Disruptive for How Long?

America is Shaking Things Up… …But Remains Indecisive. US price impacts alone are NOT as critical an issue as the Shale spread impacts that will drive both industrial and LNG export economics. So far, the LNG export debate lacks realistic....
lng_market_analysis

Role of LNG in Growing Asian Gas Market

An overview of the Asian gas market and some of the factors impacting its growth, including: The volume and timing of LNG export from US and East Africa ・The emergence of pipeline supplies from Russia ・The emergence of unconventional gas production..
lng_market_analysis

Will LNG Exports from North Ammerica / East Africa Drive Global...

In this paper we projected supply competition emerging toward the end of this decade and beyond with more potential for non-oil linked priced LNG from North America. A “foreign” gas-on-gas market price impact on Asian LNG market will be indirect...
lng_market_analysis

Chasing The Prize: Can LNG Challenge King Oil?

• Natural Gas should offer a formidable challenge in niche markets… • LNG in particular has a major role to play in certain sectors, namely high horsepower, high consumption sectors. • Globally, LNG is expected to represent about 10% of....
lng_market_analysis

U.S. LNG Exports: Impacts on Energy Markets and the Economy

In order to inform the current policy debate surrounding the granting of licenses for U.S. exports of liquefied natural gas (LNG), the American Petroleum Institute (API) commissioned ICF International to undertake a study of the energy market and....
lng_market_analysis

European Gas and Global LNG

US shale — coal now, LNG later? US LNG — exports, but at what price? Gas prices and the EU power sector. Global shale resources. Shale oil — more of the same?
lng_market_analysis

LNG & LPG Shipping Fundamentals

LNG carrier current orderbook/fleet ratio remains below average levels at ~28.5% of existing fleet. Speculative ordering remains limited due to significant capital requirements, limited bank financing availability, and technical expertise....

Latest article

Outlook for Competitive LNG Supply

This paper by Claudio Steuer sets out his views on the next likely projects to reach FID in 2019-20 and the cost of delivered...

European LNG imports from the U.S.

LNG imports from the U.S. continue to rise, up by 181%. For January 2019, EU imports of U.S. LNG were 1.3 billion cubic meters,...

US LNG & EU Antitrust against Gazprom?

According to the author, the story is about Gazprom versus LNG in general, not just Gazprom versus U.S LNG ... Source: François Lévêque