The LNGI/Natural Gas Insights report features JBC Energy's monthly natural gas and LNG fundamental analysis. Each month, our analysts tackle the latest key developments in natural gas and LNG markets, providing analysis and forecasts on supply, demand, and pricing.
We also take a deep dive into recent trade developments with insights on both seaborne LNG flows as well as pipeline deliveries. Our analysts are also tracking the latest pricing trends in the market, analysing what these mean for sellers, buyers, and intermediaries.
Covid-19’s resurgence in India will likely reduce the country’s gas demand by 20% in May. LNG cargoes diverted from India are likely to find a home in Northeast Asia and Europe without major price impact.
Delays to the $20 billion Mozambique LNG project could threaten Mozambique’s future as a major LNG exporter. The global LNG balance is however expected to remain in oversupply until 2030.
US LNG exports in March recovered from the dip seen in February and will be supported in Q2 on European restocking requirements.
Europe expected to see stronger-than-usual restocking demand this spring with inventories potentially finishing the heating season at 25% of capacity. With Russian pipeline imports and domestic gas production is likely to be limited, more demand is expected for LNG.
The View - Gas is our monthly price forecasting service for natural gas, LNG and NGLs.
The report contains our rolling 12-month price forecasts for all key dry and liquid gas benchmarks with supporting analysis for all regions. Comes with:
- Its own price Excel data set; which customers can integrate into their own models or outlooks.
- Forecasts for Henry Hub futures, European Gas hub, Asian LNG hub (JKM) as well as Asian Brent Oil Indexed LNG and European Russian contract prices.
- Additional forecasts for US Ethane, and Propane and Butane in US, Europe, the Middle East (Contract Price) and Asia.
- Price outlooks for Brent crude oil and for Naphtha.
Our Gas Insights are available exclusively via our JBC Energy Online portal.
Each day our analysts will bring you JBC Energy’s expert take on the gas and LNG market developments that we believe will have a key impact on the market.
Through Gas Insights, clients can also access our weekly price outlooks for US, European and Asia benchmarks.