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lng_market_analysis

New Challenges and Opportunities for European Gas Markets

In the aftermath of the Ukraine crisis many voices were raised calling for a new European gas strategy targeting a substantial reduction of the dependence on Russian supplies. These requests, based on geopolitical considerations, simply fail...
lng_market_analysis

The Role of LNG in Security of Supply

The EU has 19 regasification terminals and their current rate of utilization is low (20% on average in 2013). What could be the role of LNG imports in a worst-case scenario as regards as gas deliveries to the EU?
lng_market_analysis

LNG Bunkering: Commercial Considerations and Opportunities

Review of the Regulatory, Financial & Operational Considerations of LNG Bunkering...
lng_market_analysis

Price Discrimination and Limits to Arbitrage: An Analysis of Global LNG...

Large growth in LNG volumes for several reasons; Increased infrastructure investment (liquefaction & regasiifcation) Larger LNG shipping fleet & lower transport costs. LNG connects previously separate geographies: More flexible contracting between...
lng_market_analysis

Prices & Trade in Global LNG Markets

LNG producers have significant market power. There are limits to price arbitrage in global LNG. Two cases of particular interest & importance: 1 Qatar LNG sales to Japan & UK 2 Potential impact of US LNG exports...
lng_market_analysis

Infrastructures for Gas Imports in Italy: Rating Methodology & Evolution (2009-2014)

In the 2nd half of 2000's, the projects of new gas import capacity to Italy amounted to 140 bcm: 7 pipelines and 15 LNG terminals projects have been subjected to the authorization procedures. NE Nomisma Energia’s rating shows their evolution.
lng_market_analysis

Government Support to Upstream Oil & Gas in Russia: How Subsidies...

This report identifies, quantifies and evaluates measures of government support to two upstream oil and gas developments in the Russian Arctic: Yamal LNG (gas) and Prirazlomnoe (oil). Using Sigra Group’s RusTax-model and information collected from...
lng_market_analysis

Why Have the Atlantic & Pacific LNG basins Disconnected?

Why have the Atlantic and Pacific LNG basins disconnected? Overview of LNG market. Northeast Asia prices hit new low. South America becomes smarter buyers. Focus: Iberia gas and LNG market. How does AOC impact reload fob prices?
lng_market_analysis

Natural Gas Price in Asia: What to Expect

US LNG exports will link global markets to storage in the US. Thus, liquidity will spill over and contribute to very different market paradigm. This will be felt most heavily in Asia.
lng_market_analysis

LNG Import Potential to Europe

LNG is preferentially shipped to where prices are the highest, i.e. currently Asia and South America • Future: a lot of uncertainties, e.g., nuclear energy policy in Japan, development of LNG demand in Asia, exports from North America, East Africa...

Latest article

LNG Monthly Report – August 2019

The latest report on US-produced LNG exports through July 2019. Source: US Dept. of Energy

Australia’s LNG Exports – June 2019

Australia exported an estimated $50 billion of LNG in 2018–19. Export earnings are forecast to lift to $54 billion in 2019–20, driven by growing...

Global Natural Gas Update

LNG trade remains the main driver of gas market globalisation, and a major source of incremental supply for Asia and Europe. Author: Keisuke Sadamori,IEA