LNG macro analysis, page-30

SE Asian LNG outlook bullish as upstream wanes
Southeast Asia's LNG demand is set to surge up to 2025 as regional hydrocarbon production falls by 25%
By Damon Evans16 April 2018
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A platform offshore Vietnam. (PetroVietnam)
Southeast Asia’s gas market is expected to tighten significantly over the coming years, offering opportunities for market players at a time when global LNG supply is forecast to expand rapidly.

LNG demand in the region is set to surge up to 2025 as the region’s hydrocarbon production is expected to fall by 25%.

“Southeast Asia is truly at a tipping point, where a majority of gas fields will begin to experience production declines. This will lead to an increase in LNG imports as a way for gas-fired...


New LNG investment needed soon as supply gap looms
Time is running out for companies to sanction new LNG export capacity if buyers and sellers want to avoid shortages next decade
By Colin Shek and Tang Tian16 April 2018
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Sinopec’s LNG terminal in Qingdao. (Sinopec)
The stalemate between buyers and sellers of LNG that has held back investment in global liquefaction capacity must end soon, Sanford C. Bernstein has warned. The industry must build as much as 200 mtpa of new capacity by 2025 to plug a looming supply gap, the research and brokerage firm said in a new report.

“There continues to be a dearth of new projects approved as the stand-off between buyers and sellers continues,” Bernstein analysts, including Neil Beveridge, wrote in a report on Monday. Last year...