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In December 2024, global LNG imports fell for the second consecutive month, declining by 0.3% y-o-y to 38.2 Mt. The decrease was driven by reduced imports in Asia Pacific and Europe, partly offset by stronger inflows into the LAC and MENA regions. In December 2024, US gas production continued its declining trend to stand at 88.6 bcm, representing a 4.1% […]
The Energex Partners team reflections on the some of the key themes in LNG and Gas markets during 2024 and the things to look out for in 2025. Things to watch in 2025: – Continued tightness in LNG as Europe gas demand see short-term rebound and soaks up much of the new (delayed) supply additions – The mix of supply […]
According to this new report by OIES, the recently released DOE scenarios on U.S. LNG exports contain a number of totally implausible outcomes in terms of LNG imports. The DOE scenario on which the key conclusions of the report rest, suggests that the unconstrained expansion of US LNG will increase gas demand in key LNG importing countries by displacing other […]
This study analyses recent developments in the volatile global LNG markets, focusing on major regions. It examines price fluctuations, their underlying causes, and the evolving dynamics of gas supply and demand in Southeast Asia, particularly in relation to economic growth and the impacts of the global energy crisis. At the global level, the study explores multiple factors contributing to heightened […]
This briefing paper provides the latest information on LNG import and export trends, price moves and views on how 2025 may evolve for the LNG market. Russia has halted pipeline flows through Ukraine to Slovakia, which will remove around 15bcm of annual supply to Europe, tightening the global balance over coming months. However, this could be more than compensated if […]
Figures from the latest Quarterly report reveal that LNG supplies from Russia decreased by 12% in volumes compared to the second quarter of 2024, and increased by 27% compared to the third quarter in 2023. Russia’s share in EU’s LNG imports increased by one percentage point from 19% in the second quarter of 2024, despite the 12% drop in the […]
Australia’s LNG export revenues are forecast to decline from $69 billion in 2023–24 to $60 billion by 2025–26. The fall in export earnings largely reflects a forecast drop in prices, though depletion of some reserves is expected to cut volumes slightly. LNG prices remain relatively high, but new supply from the US and Qatar is forecast to bring prices down […]
A complete outlook for 2025 across the oil and gas, energy transition and chemicals sectors. The U.S. midstream sector will continue to grow as oil and gas production and exports rise to meet growing demand. President-elect Trump’s plans to expedite permits for pipeline projects and lift the pause on LNG export project approval could further boost the sector’s outlook. Global […]
This paper finds that in all eventualities Russia will be unable to replace the revenue that it has lost from exports to Europe. Furthermore, whether it can pivot to access Asian markets a decision for China, and not the Kremlin. Whatever the outcome, the best policy for Europe is to reduce its reliance on imports of natural gas.
