LNG Market Outlook

Information, analytics and expertise on the full LNG value chain

Our LNG products and services deliver a 360-degree view of the LNG industry. Find short and long-term supply, demand and price forecasts for the LNG market – both globally and regionally – as well as detailed information on LNG assets, pricing and contracts. Keep pace with liquefaction projects, LNG importers and regasification. Learn about the main LNG players in this space and understand their strategies. Visualize LNG trade patterns, underpinned by the most accurate LNG cargo data available.

Complement these resources with our LNG Analytics tool to support your strategic planning needs and streamline your workflows.

Key benefits:

Gain superior insights through integrated expertise across the LNG value chain
Base your business decisions on the most accurate, current data available
Exchange views with key industry stakeholders through member-only events
Enjoy access to global LNG and regional gas experts

See how LNG analytics can improve your workflow

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What’s Included

LNG Global Perspectives

Market Briefing: Comprehensive and integrated analysis of key drivers for global LNG supply, demand, trade, and pricing; 5-year forecast of global balances
Benchmark LNG Price Outlook: Monthly report providing the storyline of the drivers behind our LNG price forecast and key global benchmarks
Carbon-Neutral and Low-Emissions LNG Tracker Report: Ongoing analysis of this developing market
Global and Regional Trends: Strategic research papers outlining the overarching storylines of macro drivers in LNG
Scenario Analysis: Detailed demand and liquefaction capacity forecasts to 2050 for the three S&P Global global energy scenarios, updated annually
Strategic Reports: In depth research papers on special interest topics which will set the stage for future LNG strategy

Source: S&P Global Strategic Report: Long-term LNG outlook refresh: Q4 2021

LNG Assets and Markets

Frequently Updated Data: Asset, contract, and pricing data forms the core foundation of the LNG offering
Global LNG Supply/Demand Gap: Balances through 2050 updated 2-3 times per year
Liquefaction Analysis: Granular project reports on ~100 existing and proposed projects, plus an archive of ~50 canceled project profiles. Comprehensive global outlook of near- and long-term trends
Market Profiles: 36 detailed reports on LNG importers, highlighting LNG demand drivers updated 3x year with supporting data updated monthly
Market Data Dashboards: LNG market data is presented in interactive dashboards, allowing our clients to quickly investigate trends in the market data currently published in our Excel data sheets. For each market we cover relevant data sets on LNG imports, gas demand, gas supply, power, and prices
Market Data API Service: ~300 tables are currently included in this expanding service which enables a data feed to your preferred workflow (Microsoft Excel, Microsoft Power BI, Tableau, etc. or scripting via Python or R). All data in the LNG Market Data Dashboards are being offered through this service
Regasification Analysis: Reports analyzing drivers of regasification investment in future import markets and rapidly growing existing markets. Comprehensive global outlook of near- and long-term trends including a specialized report on floating regasification
Shipping: Timely analysis of changing market conditions
Shipping Calculator: Interactive dashboard allows users to fully customize the assumptions to calculate round trip shipping rates for any combination of export and import points. Scenario analysis can easily be done on key metrics

Source: S&P Global LNG Market Data Dashboard

LNG Company Strategy

Company LNG Profiles: Critical insights for users who require a more detailed and sophisticated approach to industry participants, including buyers, sellers, partners, and competitors. Coverage varies by year
Strategy Assessments: Reviews corporate, regional, and operational strategies and examines investment activity along the LNG value chain and in different regions
Data Sheets: Provide company data on operations throughout the value chain, structured and formatted for easy use.
Portfolio Data: Company portfolios of liquefaction equity, offtake, regasification equity and capacity are conveniently presented
Benchmarking: Company liquefaction equity and contract benchmarking
Strategic Memos: Analysis of key gas trends and how they influence companies

Source: S&P Global Cheniere Energy LNG Company Profile

LNG Trading

Voyage-Specific Commercial Data: Continually updated LNG cargo records feature spot shipment identification, buyer/seller, charter information, and pricing
LNG Imports and Exports: Monthly import and re-export volumes by importing market/terminal and exporting country. 40-day import forecasts; history since 2006
Activity Alerts: Port-specific notifications as new shipments are identified
Pricing Data: Weekly updated data on netbacks, spot landed price estimates, and freight rates
Global and Regional Trends: Annual reports on global trade and spot trade
Regional LNG Trade Tracker: Interactive dashboards highlighting key trends from the latest month on trade, re-exports, spot trade, spot prices, netbacks, and spot charter rates
LNG Production Tracker: Monthly LNG production by country and project, as well as liquefaction utilization by country and project
Expert Analysis: Time-sensitive identification and analysis of emerging trends in the data and commercial intelligence

Source: S&P Global Regional LNG Trade Tracker, December 2021

Recent Insights

10 September 2021
What does China’s red-hot summer LNG market mean for imports in the coming winter?

08 March 2021
How will China’s gas storage development alter LNG import seasonality?

01 March 2021
Chinese domestic LNG price spikes again: How is it different from the 2017/18 winter?

01 March 2021
Record Liquefaction at US LNG Facilities Faces a Spring Slowdown

Experts

Shankari Srinivasan

Shankari has specific expertise in global gas market fundamentals analysis, price forecasting, company strategy and scenario planning. She has authored numerous reports. Prior to joining S&P Global Commodity Insights, Shankari was Head of Energy Fundamentals at Centrica in the United Kingdom. She has covered the European gas market for many years and authored a number of reports as researcher and then leader of the European gas practice at CERA, which is now part of S&P Global Commodity Insights. She has also assessed the European and Russian gas markets with the International Energy Agency.Shankari previously worked at a New York brokerage firm as a corporate equity analyst. She holds three degrees from US Universities, a Bachelor of Arts from Brown University, a Master of Science from New York University, and a Master of Science from University of Pennsylvania. She also holds an Executive MBA from Cranfield University, United Kingdom.

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Michael Stoppard

Michael is Global Gas Strategy Lead and Special Advisor with S&P Global Commodity Insights. He is a member of the S&P Global Commodity Insights Leadership Team and also sits on the Gas, Power, and Climate Solutions management team. Previously he spent a decade as Chief Strategist Global Gas at S&P Global (now part of S&P Global), and Vice Chairman CERAWeek, the world's premier annual energy conference. Prior to that, he led the global gas team at S&P Global CERA.Michael is a specialist in the international gas business of 30 years standing. He set up the research and consulting business of liquefied natural gas (LNG) within S&P Global CERA and is now responsible for the development and coordination of S&P Global's global and interregional coverage of pipeline gas markets and LNG. His expertise also includes long-term scenario planning and European energy policy. Michael has advised some of the world's largest LNG projects across continents. He is also a regular speaker at major conferences including ADIPEC, the ATCE, CERAWeek, GasTech, SPIEF, and the World Gas Conference.Before joining S&P Global, Michael was a research fellow at the Oxford Institute for Energy Studies (OIES) where he set up the gas programme. In addition, Michael has served as a Parliamentary Special Advisor for the House of Commons Trade and Industry Select Committee in the United Kingdom and as a consultant to the World Bank.He is the author of numerous S&P Global reports, including "Two Visions of the Future of LNG," "European Natural Gas: The New Configuration," "Six Numbers to Change the Energy Future," and "The New Map of Global Gas."In 2021, Michael co-led "A Sustainable Flame: the Role of Gas in Net Zero," a cross-industry research programme supported by over 30 leading corporates.Michael holds an honors degree from the University of York.

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Terrell Benke

Terrell expertise includes competitive strategy analysis of the major players in the global gas industry, with emphasis on risk analysis of the LNG value chain, value chain modeling, and supply-side fundamentals. Her responsibilities include management oversight of the S&P Global Commodity Insights LNG and LNG Analytics retainers. Previously, she managed the gas subscriptions practice at PFC Energy (now S&P Global ) for eight years. Earlier in her career, Terrell worked in various capacities in the energy industry, including developing analytic, strategic, and commercial expertise in LNG at Chevron and El Paso Corporation. While at Enron and Resources for the Future, she held commercial and analytic roles in the deregulating electricity business.Terrell holds a Bachelor of Arts with distinction from the University of Virginia, United States, and an MBA with honors in finance from the University of Chicago, United States.

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Gautam Sudhakar

Gautam leads development of analytics platforms for the gas and LNG research practices, and he is an expert in short- and long-term LNG market fundamentals. He also specializes in gas and LNG company strategy analysis and has authored numerous reports on global supply and demand outlooks, LNG trade evolution, project economics, and contracting patterns.Gautam holds a Bachelor of Science in foreign service from Georgetown University and a master's degree in economics from The Johns Hopkins University, United States.

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Resources

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LNG Market Outlook

Information, analytics and expertise on the full LNG value chain

What’s Included

Recent Insights

Experts

Shankari Srinivasan

Michael Stoppard

Terrell Benke

Gautam Sudhakar

Resources

Related Products

Explore

RELATED INDUSTRIES & TOPICS