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.
Our winter 2021-2022 outlook suggests a price floor of between $15-16 per mmBtu in Asia, with global hub prices potentially reaching similar levels as seen last year.
New LNG export projects unlikely to significantly lengthen supply this winter.
Europe will likely face a tight winter 2021-22, despite Nord Stream 2 expected to be completed this August. We see the European marker staying supported this summer to attract sufficient LNG amid rising competition from Asia and South America.
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.
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.