Liquefied natural gas prices in Asia have hit new records on heating demand, power demand, and high shipping costs. Do you need to book an LNG vessel? Well, you are…
With the recent moves in LNG, we decided to change a few assumptions in our proprietary supply and demand model. If LNG maintains recent rates, the extra demand would easily…
Natural gas withdrawals, which typically begin in mid-November in the U.S., are likely to begin about two weeks early this year. Implied daily gas-storage changes over the past week have…
Lower production and a return of LNG demand could lead to a tight market this winter, but weather still matters. We strived to use conservative estimates for each element of…
Only 10 U.S. LNG export cargoes are expected to be canceled in October. Cancellations may finally be easing as global demand shows signs of a recovery. A rally in global…
Liquefaction trains brought online by Cheniere, Freeport LNG, and Elba Island LNG have helped grow U.S. export capacity by nearly 1.5 Bcf/d this summer. Global LNG demand has been hit…
The Russia-to-Europe pipeline is expected to be completed between 4Q2020 and 1Q2021. U.S. LNG cargoes may face competition with the additional 5.3 Bcf/d of Russian capacity to Europe. In 2019,…
Dry gas production will be 10 Bcf/d below December 2019 levels (y-o-y) during this winter, per the forecast. The EIA foresees U.S. dry gas production falling through 2Q2021 to a…
Europe is awash in natural gas. As a major destination of U.S. LNG exports, its problems are the U.S. LNG exporters’ problems. Global gas demand loss, brought on by the…
Lower global demand has hit LNG producers hard over the past few months. Natural gas demand from LNG facilities peaked near 10 Bcf/d in late March, only to fall to…