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

WOOD MACKENZIE - The LNG Big Chill

How Coronavirus is driving Asian and Europe demand down and hitting LNG supply too

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.

In this episode we are talking about; How Covid-19 is hitting an already over-supplied LNG market, whether we will see more cancellations of US LNG cargoes, what this uncertainty means for US LNG Final Investment Decisions and how Qatar Petroluem is securing more European regas capacity.

Market over-supply and New LNG FIDs

Today we are talking about how much upside South Korea new power police will create for short term LNG demand, the potential for under-utilisation of US LNG facilities and how much LNG Europe can take this winter.

Short Term Blues

LNG is cleaner to burn than other fossil fuels but how can LNG reduce it’s environmental impact?

Can LNG improve its ‘green’ credentials?

A deep dive into China’s LNG market. Is it slowing down and if so by how much? We assess the ongoing development of gas trading. Will companies start to seek to include local hub pricing into international contracts? And examples of the non-stop dynamism and innovation we see.

China’s LNG market – what to watch?

What will impact LNG demand in the worlds largest market? How Japanese buyers are changing the way they buy LNG? How the Western Canadian Woodfibre project is getting closer to sanction and what other factors are driving a rosier picture for future Western Canadian LNG projects?

What's next for the Japanese LNG market and why Canadian LNG is looking good

Mozambique LNG final investment decision announced. Meanwhile, US LNG activity continues to ramp up with the FID at Sabine Pass Train 6 and Saudi Aramco investing into Port Arthur. Hosts: Nicholas Browne (Nicholas.browne@woodmac.com) Giles Farrer (Giles.Farrer@woodmac.com)

Full Steam Ahead - Mozambique LNG And Sabine Pass Train 6

Implications for Mozambique LNG from the tug of war for Anadarko. Outlook for Arctic-2 following Chinese NOC investments. Just how big will the LNG capex boom be? And one step forward, one step back for Japanese nuclear power. Produced by Wood Mackenzie

M&A in Arctic-2 and Mozambique LNG – implications for CAPEX boom

The LNG Big Chill gives a quick update on the latest news and price in the gas and LNG sector. A Wood Mackenzie podcast production.

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WOOD MACKENZIE - The LNG Big Chill

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