Spot/Short-Term LNG Report - · PDF fileLeading consultancy for the oil & gas markets...
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Spot/Short-Term LNG Report FGE Oil & Gas Services Leading consultancy for the oil & gas markets www.fgenergy.com FGE’s Spot/Short-Term LNG Report presents our fundamentals-based analysis of the spot and short-term LNG market, enhancing the clients’ abilities to capture opportunities in this rapidly evolving market segment. FGE’s Spot/Short-Term LNG Report provides clients with the resources to identify and develop business opportunities in the growing, and rapidly evolving, short-term LNG space. The report is focused on the fundamentals behind the market speculation, giving clients a reliable, forward-looking view on which to make business decisions. In addition, it also provides clients with monthly forecasts of LNG supply, demand, and prices, focused on the East of Suez region. Overview • Demand: Monthly LNG demand forecasts for all importing East of Suez countries and an aggregate view of Asia, considering demand seasonality, infrastructure constraints, competing fuels, etc. • Supply: Monthly global LNG supply forecasts by liquefaction project considering start-up dates, maintenance schedules, reserve depletion, etc. • Regional Balance: Asia’s call on flexible cargoes from the Middle East and Atlantic Basin summarized through FGE’s proprietary analysis on the monthly pull of Asian demand on flexible cross-basin supplies. • Pricing: Asian spot LNG monthly price forecasts, based on FGE’s monthly supply/demand balances, our analysis of Asian demand’s pull on flexible cross-basin supplies, competing fuels and markets, seasonality, etc. • Deals: Summary of the latest spot and short-term transactions as well as recent pricing trends. Key Benefits of This Service: • LNG Traders, Marketers, and Buyers looking to identify market opportunities and/or available supplies • Market Participants evaluating whether, when, and on what (non-)pricing terms, to procure LNG long-term versus on a spot/short-term basis • LNG Analysts looking to understand the drivers behind the East of Suez spot and short-term LNG market This Service Can Add Value to: FGE’s East of Suez Gas Service Front page from the Spot/Short-Term LNG Report, September 2017.
Transcript of Spot/Short-Term LNG Report - · PDF fileLeading consultancy for the oil & gas markets...
Spot/Short-TermLNG Report
FGE Oil & Gas Services
Leading consultancy for the oil & gas marketswww.fgenergy.com
FGE’s Spot/Short-Term LNG Report presents our fundamentals-based analysis of the spot and short-term LNG market, enhancing the clients’ abilities to capture opportunities in this rapidly evolving market segment.
FGE’s Spot/Short-Term LNG Report provides clients with the resources to identify and develop business opportunities in the growing, and rapidly evolving, short-term LNG space.
The report is focused on the fundamentals behind the market speculation, giving clients a reliable, forward-looking view on which to make business decisions. In addition, it also provides clients with monthly forecasts of LNG supply, demand, and prices, focused on the East of Suez region.
Overview
• Demand: Monthly LNG demand forecasts for all importing East of Suez countries and an aggregate view of Asia, considering demand seasonality, infrastructure constraints, competing fuels, etc.
• Supply: Monthly global LNG supply forecasts by liquefaction project considering start-up dates, maintenance schedules, reserve depletion, etc.
• Regional Balance: Asia’s call on flexible cargoes from the Middle East and Atlantic Basin summarized through FGE’s proprietary analysis on the monthly pull of Asian demand on flexible cross-basin supplies.
• Pricing: Asian spot LNG monthly price forecasts, based on FGE’s monthly supply/demand balances, our analysis of Asian demand’s pull on flexible cross-basin supplies, competing fuels and markets, seasonality, etc.
• Deals: Summary of the latest spot and short-term transactions as well as recent pricing trends.
Key Benefits of This Service:
• LNG Traders, Marketers, and Buyers looking to identify market opportunities and/or available supplies
• Market Participants evaluating whether, when, and on what (non-)pricing terms, to procure LNG long-term versus on a spot/short-term basis
• LNG Analysts looking to understand the drivers behind the East of Suez spot and short-term LNG market
This Service Can Add Value to:
FGE’s East of Suez Gas Service
Front page from the Spot/Short-Term LNG Report, September 2017.
Leading consultancy for the oil & gas marketswww.fgenergy.com
Spot/Short-Term LNG Report
If you are interested in obtaining further information on FGE’s Spot/Short-Term LNG Report, please contact our marketing team, or visit our website at www.fgenergy.com
Coverage
FGE Singapore: +65 6222 0045
Email: [email protected]
FGE London: +44 (0) 20 7726 9570
Spot LNG Demand Outlook by Country: Seasonal factors, contract start-ups, infrastructure constraints, etc., are taken into account when forecasting monthly LNG demand for each Asian and Middle Eastern country.
Liquefaction Supply Outlook by Project: FGE’s monthly global supply outlook by project is based on expected production levels, gas reserve availability, estimated start-up dates, ramp-up rates, etc.
Monthly Spot LNG Price Outlook: FGE’s monthly spot LNG price forecasts reflect our short-term outlook for spot LNG prices considering alternative fuels and markets, FGE’s demand and supply balances, recent spot market developments, and seasonality. This monthly view draws on FGE’s latest annual price forecasts for spot LNG prices.
Previous Month’s Spot/Short-Term Trade: Summary of transactions in the spot/short-term market, derived from FGE’s proprietary contracts and pricing database, shipping information, official trade statistics, industry contacts, historical trade patterns, etc.
Key Market Metrics: From the nuclear power output outlook in Japan and South Korea to Chinese gas pricing and Indian domestic production, FGE monitors key factors of relevance to Asian and Middle Eastern spot LNG demand.
Pricing Trends and Summary of Deals Done: FGE’s summary of deals concluded, based on market intelligence and/or pricing analysis, helps clients evaluate the pricing level/structure for selling/procuring LNG.
Further Information
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DatafromJun-2017isforecast. AssumesaportionofUSvolumescontractedforAsiaisdivertedtoothermarkets.
