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.Timings:00.00 Intro00.50 Prices1:49 Chinese Gas and LNG Demand Growth4.14 Pipeline imports down - LNG imports stay strong6.00 Longer term Chinese Demand Outlook8.00 Indian LNG imports down9.58 Is there potential for upside in Japan and South Korea from Coal to gas switching13.30 The impact of Coronavirus on European Gas Demand18.00 European Gas Storage at record highs20.30 LNG Supply impact near term24.00 Delays to under construction LNG projects25.40 Which pre FID LNG projects will still go ahead
