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Global LNG Retainer Service Deliverables |
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1.
Global LNG Fundamentals Weekly Scorecard
The weekly write up provides short-term analysis of fundamental changes in the LNG market. PIRA takes
the latest data on supply, demand, and inventory from around the world and offers clients insight into how
these developments will affect prices in the near term. The scorecard helps clients build up a short-term
story in between releases of PIRA's Global LNG monthly, which complements the new weekly scorecard
by providing a 6-18-month view of where markets are heading.
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2. Global LNG Monthly Report
The monthly report of the GLOBAL LNG service consists of a summary page, two major sections of text and a set of tables that combine recent data and PIRA forecasts of the LNG market.
The text sections are as follows:
- Fundamentals –
This section
describes
developments
in the supply,
demand and
transportation
of LNG around
the world.
Market areas
in the Far
East, Europe
and North
America are
discussed in
the context of
how LNG will
affect, or
will be
affected by,
changes at the
regional
level. Supply
developments
are covered in
the Pacific
Rim, Middle
East,
Mediterranean
and Atlantic
basins.
Shipping
developments
are covered in
this section
as well.
Prices for gas
and oil are
discussed, as
well as
opportunities
for spot
market trading
of LNG through
existing trade
routes of
through
arbitrage. The
bulk of PIRA’s
view of the
short-term LNG
market (next
12 months) is
presented in
this section.
- Featured Report — Each month PIRA presents a detailed essay on a specific topic in the LNG world. This allows us to delve deeper into a specific issue and examine data that might not be covered in the Fundamentals section. The LNG market is driven by investments in infrastructure, which take years to put into place. As a result, some subjects require a long-term perspective, instead of monthly updates. The subject of this section will change from month to month and PIRA will announce the schedule of coming Featured Reports in each monthly issue.
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Attached to the monthly textual report is a series of numerical tables that are available for viewing in Excel. The tables show PIRA’s forecast for gas prices around the world, quarterly loadings and deliveries in major markets, and netback calculations forecast through end-year. These tables give clients the statistical underpinning for the written report and show the most up-to-date, market-sensitive data, which is also available in the online database (see below).
Click here to request a sample copy of the Global LNG monthly report.
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3. Global LNG Special Feature Report
In addition to the regular monthly Global LNG Monthly Report and wealth of statistical data, LNG
provides in-depth insight into particular aspects of the Global markets. Clients benefit from long-term
forecasts combined with short-term insights, which integrate macroeconomic analysis with energy market
fundamentals.
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4. PIRA Online
An LNG-specific database
provides encyclopedic
information on existing
LNG contracts,
liquefaction facilities,
import terminals, and
tankers. The service
also tracks daily
sendout at US and key
European terminals.
Along with delivering
comprehensive data, PIRA
forecasts near-term
supply/demand balances
as well as shows how the
balances will evolve
over a longer
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Sample Data from Global LNG Online Database
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time-frame. Information
is updated on a regular basis and
includes long-term gas
price projections for
North America, Europe,
and Asia.
The data includes tables
that aggregate more
detailed information on the
basis of company,
country, and region.
These tables include:
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- Contracts:
Deal-by-deal contracts
between 1990 and 2025.
- Spot
Transactions:
Point-to-point
transactions from 1996
to the present.
- Long-Term
Prices: PIRA's
long-term annual price
forecasts through 2020.
- Short-Term
Netbacks:
Quarterly netbacks
forecast 9-12 months
forward.
- Imports:
Historic and projected
imports from 1970
through 2025, including
monthly and daily
imports by destination
and, in some cases, by
source.
- Exports:
History and projected
exports from 1970
through 2025.
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Liquefaction:
Historical annual data
and forecast additions
through 2025, by
country, by company and
by equity share.
Includes liquids
production.
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Regasification:
Comprehensive list of
existing and proposed
regasification capacity
by country. Includes
send-out, storage
capacity, expansions
through 2025, with
monthly status updates.
- Tanker
Fleet: Detailed
information on the
existing global LNG
tanker fleet, by
country, by trade route,
by company and by equity
share. Includes the
current order book and
options list.
- Shipping
Distances:
Matrix of over 1,000
distances on existing
and future LNG routes.
- Gas Quality
and Conversion Factors.
- LNG Assets
by Equity:
Breakdown shows which
companies own and
operate liquefaction and
regasification
facilities and ships.
- HDD-CDD
Weather:
Comprehensive
spreadsheet of HDD-CDD
weather by major states
or provinces within
North America, Europe,
Asia-Pacific and South
Africa.
- Historical
Prices:
historical
cargo-by-cargo prices
for U.S. markets and
historical average
monthly prices for
Japan, Korea, and Taiwan
broken out by country of
origin.
Weather-impact maps for
Baltic and Black seas.
- Temperature
maps for U.S.,
Europe, the former
Soviet Union, and East
Asia.
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Current Regasification
Capacity Data by Country
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5. The LNG Spot Price
Calculator |
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PIRA has recently enhanced
the Global LNG Service
with the launch of the
newly improved LNG Spot
Price Calculator. The
Calculator, accessed
from PIRA Online’s
Global LNG Portal, is an
interactive tool that
provides an indicative
and lowest competitive
price for markets where
indigenous / transparent
gas prices do not exist
and where other
benchmark prices are
commonly — but
inadequately — used
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as
references. With the
Calculator, users can:
- Calculate the
breakeven price for
any destination in
the world relative
to Henry Hub or NBP
- Customize tanker
size, charter rates and
forward gas prices
- Choose multiple
destinations for
purposes of comparison
- Get a jump on future
arbitrage opportunities
along the forward curve
over the next 1-2 years
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6. Global Gas Database
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This dynamic database
captures long-term demand,
supply, pipeline shipments
and LNG imports and exports
at a country and regional
level, providing a
comprehensive and balanced
global picture of natural
gas. The gas demand outlook
uses PIRA’s Global Energy
Demand Model, which
calculates the total energy
requirements for each of the
four primary energy
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sectors and
determines which fuels are
likely to meet those
requirements.
7. Access to PIRA staff
One-on-one interaction between our clients and our energy analysts is one of the cornerstones of PIRA Energy Group’s services. As such, PIRA also provides access to the LNG Group so clients can discuss particular issues that are relevant to their individual company.
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