LNG Market Outlook

• 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

• 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

• 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