In this episode we are talking about: How the oil price crash and coronavirus and gas is changing the market. In Asia we are covering how the Chinese gas market is recovering, what lockdown means for Indian LNG demand and the potential for coal to gas switching in Japan and South Korea. In Europe we are talking about how far gas demand will fall this quarter and the implications for storage. We are also looking at how the global LNG supply outlook will change.
Timings:
00.00 Intro
00.50 Prices
1:49 Chinese Gas and LNG Demand Growth
4.14 Pipeline imports down - LNG imports stay strong
6.00 Longer term Chinese Demand Outlook
8.00 Indian LNG imports down
9.58 Is there potential for upside in Japan and South Korea from Coal to gas switching
13.30 The impact of Coronavirus on European Gas Demand
18.00 European Gas Storage at record highs
20.30 LNG Supply impact near term
24.00 Delays to under construction LNG projects
25.40 Which pre FID LNG projects will still go ahead