The new balance: long term implications of Asia gas and LNG
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Report summary
Table of contents
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Summary
- More bullish on Asian demand, more bearish on supply
- Expect a more seasonal North Asian gas market
- The LNG market needs new supply by 2023
- Low prices and high costs are challenging project economics
- Oil indexation of LNG is at risk
- A bumpy road to restoring the balance
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What's included
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