liquefied natural gas (lng)lib.keei.re.kr/site/keei/file/ihs lng.pdf · 2019-01-17 · harnessing...

Confidential. © 2019 IHS MarkitTM. All Rights Reserved.Confidential. © 2019 IHS MarkitTM. All Rights Reserved.

Liquefied Natural Gas (LNG)

2019

Confidential. © 2019 IHS MarkitTM. All Rights Reserved.

Harnessing IHS Markit to support your business

Access the power through four distinct segments for your online subscriptions and customer events. Contact us for commissioned presentations and bespoke, integrated consulting.

Country E&P Terms and Above-Ground Risk

Plays and Basins

Costs and Technology

Companies and Transactions

UPSTREAM

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Crude Oil Markets

Midstream Oil and NGL

Refining and Marketing

Company Strategies and Performance

OIL MARKETS, MIDSTREAM, AND

DOWNSTREAM

Global Gas

Coal

Power and Renewables

Regional Power, Gas, Coal, and Renewables

POWER, GAS, COAL, AND

RENEWABLES

Global Scenarios

Climate and Carbon

Strategic Horizons

EnergyView: Selected content

Integrated energy events, including CERAWeek by

IHS Markit

ENERGY-WIDE PERSPECTIVES

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Power, Gas, Coal and Renewables offerings

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Regional Power, Gas, Coal, and Renewables

Global Gas Power and Renewables Coal

North America Power, Gas, Coal, and Renewables

Global Gas Global Power and Renewables Coal

Europe Power, Gas, Coal, and Renewables

LNG

Greater China Power, Gas, Coal, and Renewables

Latin America Power, Gas, Coal, and Renewables

Forums and Analytics

Russian and Caspian Energy LNG Analytics European Power Analytics

South and Southeast Asia Power, Gas, Coal, and Renewables

Hydrogen Forum Wind Power Plant Benchmarking

Global Power & Renewables Analytics

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In development in 2019


IHS Markit LNG: Industry’s thought partner

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Strategy profiles of 50 LNG actors including suppliers, aggregators and buyers

Deep coverage of niche buyers provides insight into evolving market demand

Analysis on drivers and challenges of your partners, suppliers, customers, and competitors

One-stop source for highly detailed LNG analysis is like adding analysts to your team

Frequently updated profiles and data on: liquefaction projects, markets, regasification

Event and data-driven insights on asset and country level trends

• Integrated analytic approach yields superior insights by bringing together experts across the LNG value chain

• Data is accurate and the most current available

• Community access through members-only events

• Ease of access to global LNG and regional gas experts

Global Perspectives

Assets & Markets

Trading Company Strategy

Global and regional analysis, macro view of LNG industry

Market briefings with short-term trade forecasts highlight impact of recent market events on industry dynamics

Long-term trends derived from global energy scenarios model with stress test drivers behind forecasted S/D balances

Most detailed & accurate LNG cargo data available, 10-year historical database

Continually updated monitoring, spot market tracking, pricing, freight rates, charter information

Unparalleled commercial intelligence sourced from traders, producers, buyers, port authorities, brokers on a daily basis


Global Perspectives: Strategic research into the most important industry drivers

Short-Term Analysis

• Quarterly Market Briefing: comprehensive and integrated analysis of key drivers

for supply, demand, trade and pricing; near-term (through 2021) forecast of global

balances

• Quarterly Global LNG Contract Monitor: analysis of recent contracting activity

Regional and Thematic Analysis

• Global and Regional Trends: strategic research papers outlining the overarching

storylines of macro drivers in LNG (50 papers in total across all themes)

Long-Term Analysis

• Scenarios (Annually): detailed demand and liquefaction capacity forecasts to

2040 for the three IHS Markit global energy scenarios, updated annually

• Strategic Reports: in depth research papers on special interest topics which will

set the stage for future LNG strategy

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Global Perspectives


Assets & Markets: Most expansive coverage available of the LNG value chain

• Frequently updated Data: asset, contract and pricing data forms the core

foundation of the LNG offering (bimonthly to quarterly)

• Liquefaction: 100+ granular liquefaction project profiles of existing and

proposed projects updated 2-3x year; global outlook on key contracting &

engineering milestones

• Markets: 30+ detailed country profiles of importers highlighting LNG demand

drivers updated 3x year with supporting data updated bimonthly; annual LNG

supply/demand gap by country updated biannually

• Regasification: country regasification outlooks analyzing drivers of

regasification investment (15+ per year); biannual floating regasification outlook

• Shipping Outlook: biannual analysis of market conditions

• Insights: event and data-driven memos on micro trends (50 papers in total

across all themes)

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Assets & Markets


Company Strategy: LNG strategies of key market players

Analysis of companies’ LNG strategies. Critical insights for users who require a more detailed and sophisticated approach to industry participants, including buyers, sellers, partners and competitors. (30+ Annually)

• Strategy Assessment. Reviews corporate, regional, and operational strategies and examines investment activity along the value chain and in different regions.

• Data Sheet. Provides company data on operations throughout the value chain, structured and formatted for easy use.

Additional insight includes:

• Strategic Memos. Address key gas trends and how they influence companies. (50 papers in total across all themes)

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Company Strategy


Trading: Waterborne Commodity Intelligence

• Voyage-Specific Commercial Data: continually-updated voyage records feature spot shipment identification, buyer/seller, charter information, and pricing

• LNG Import and Export Volumes: monthly import and re-export volumes by importing country/terminal, exporting country (updated real-time)

• 40-day import forecasts; 10+ years of history

• Activity Alerts: Port-specific notifications as new shipments are identified, alerts of marketplace activity (real-time)

• Expert Analysis: Time-sensitive identification of emerging trends in the data and commercial intelligence

• Regional Trends: biweekly, and quarterly regional analysis (Americas, Europe, Asia Pacific/Middle East) plus an annual report on global trade

• LNG Production Tracker: Monthly LNG production by country vs. nameplate capacity, monitor liquefaction plant status

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Trading


How is our LNG coverage differentiated from our competitors?

• Data is accurate and current. Clients have switched away from our competitors to us specifically because our asset and contract data is more accurate and up to date. We update a large portion of our data on a bi-weekly basis – we feel strongly that our clients need to know that they can get the most current LNG information at all times. Additionally, data is delivered via interactive Excel files which highlight any changes to the data. This is a more portable solution than interacting with an online database for every query.

• Proprietary access to the industry standard in LNG cargo trade data. Critically, IHS Markit is the only company that can use IHS Markit Waterborne LNG’s data for its subscription services. These are the most accurate, detailed and timely LNG import databases available. Once data is collected through long-standing relationships and state of the art tanker trackers, then voyage-specific, commercial data is applied to every tanker on the water with near perfect accuracy.

• Community access. Members-only events provide timely and integrated views of the energy landscape. These include our signature IHS Markit Forum events, Client Briefings and IHS webcasts. Research is presented by experts in interactive formats.

• Ease of access to experts. We now have ~30 experts contributing directly to the LNG product lines. However, the integrated global gas team is much larger with a vast network of regional and technical experts contributing to the LNG team’s outlook.

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How is our LNG industry analysis differentiated from our competitors?

• Provides a macro view of the LNG industry. The markets analysis delivers an integrated, macro view of the global LNG business from upstream to end market. This is a highly valuable addition to project-specific analysis since it provides the overarching market context to put more granular content in perspective.

• Insight into how LNG’s role could evolve under different long-term scenario assumptions. A trademark of IHS Markit’s methodology is long-term scenario analysis based on a complete energy balance. Three distinct views of the energy future are defined and the implications on LNG forecasting to 2040 are explained annually. Follow up research subsequently emphasizes how changing market conditions could impact these scenarios.

• The market briefing is a critical must read to gain a comprehensive view of the LNG industry. These research reports provide a holistic view of key macro trends, connecting insight from IHS Markit’s vast array of regional experts with implications for the global LNG market. The key drivers for our near-term supply, demand, trade and pricing forecasts are explained through this integrated approach.

• Trade is forecasted monthly as part of integration with regional teams. This level of forecasting is unparalleled in competing products and is the foundation of our integrated view of the global LNG industry. On a monthly basis, regional teams within IHS work closely with the LNG team to align near-term forecasts.

• Strategic reports offer highly in-depth analysis of special interest topics. The flexibility of topics addressed in private reports adds depth to our coverage of industry trends and drivers. The broader community of IHS Markit regional and technical experts work together to create this highly insightful research line.

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Global Perspectives


How is the value chain monitoring differentiated from our competitors?

• More in-depth coverage of liquefaction projects. 120+ comprehensive project profiles are updated 2-3x per year with new profiles added on an ongoing basis. The profiles outline our assessment of project enablers and constraints ensuring that our conclusions about start dates are transparent. As PowerPoint files, our analysis is highly accessible and provides up-to-date graphics and information to aid our clients in building their own internal presentations.

• The US LNG Export Monitor provides the most current status of this critical exporter. It reviews recent regulatory and commercial activities at proposedliquefaction projects in the US Lower 48. It also includes a summary of the position of projects at the DOE and FERC, as well as all contracting activity from US projects.

• Market coverage is much more expansive and detailed. Profiles on existing LNG importers are updated 3-4x per year, with bimonthly updates to supporting Excel files providing clients access to the most current data. This data is often hard to track down, and time consuming to consolidate and interpret. Our clients have noted that this content results in significant saving of colleagues’ time. Our competition tracks markets with less detail and fewer updates.

• Wider trade coverage. Monthly reports on regional trade flows are unique in their comprehensiveness and timeliness due to early access to detailed cargo-by-cargo data from IHS Waterborne LNG.

• LNG Import Outlooks provide insight on the drivers and trajectory of regasification investment. Country reports are updated annually and concisely analyze the most critical LNG supply/demand drivers.

• Frequent, timely and informative Insights. Event and data-driven insights and webcasts on micro trends are produced on an ongoing basis. We encourage our clients to suggest topics of interest.

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Assets & Markets


How is competition analysis differentiated from other offerings in the market?

• Unique service in industry which analyzes company strategies in the gas business. Company profiles on major gas buyers and suppliers are updated annually. These documents illustrate why companies make certain decisions by covering a range of topics including the changing procurement strategies of LNG buyers, the portfolio shifts of European utilities reacting to weak gas and power market fundamentals, the impact of North American LNG on major IOCs and independents, and the implications of price reform in Asian countries on local NOCs, gas marketers, and power companies.

• Flexible company coverage. The company coverage list is flexible and is influenced by changes in the industry, the emergence of new players, and client feedback.

• Transparent background data and information. While the profiles provide a critique of a company’s strategy, each profile has accompanying deliverables that provide transparency on how we come to our conclusions. The Data Sheet provides all the data, graphs, and tables discussed or used to generate analysis in the profiles.

• Insights coverage. Company-focused memos explain the implications of critical events in the gas business such as when a company acquires/divests a significant asset, when a company expands into a new segment of the gas value chain, or when a regulatory change impacts a company’s decision-making.

• Ease of access to experts. In addition to the gas company specialists, clients have access to gas and power experts that can answer questions on country or region-specific trends that could be influencing company behavior.

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Competition


Connect: New look and feel and Market Dashboards launched Nov. 2018

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Now it’s easier to find what you need as our most critical reports and insights are curated for you.

Market dashboards bring the power of the underlying data right to your workflow. Data is visualized through graphs, charts and tables.

Updates include:

• Simplified homepage navigation

• New Market Dashboards

• Featured reports and focused videos- curated by our experts

Providing you the ability to:

• Easily locate critical reports and monitor latest market developments

• Perform customized queries –using interactive, dynamic dashboards

• Quickly access leading experts –for deeper dive analysis and to test your thinking

To learn more, visit www.ihs.com/connect

IHS Markit Customer Care

[email protected]

Americas: +1 800 IHS CARE (+1 800 447 2273)

Europe, Middle East, and Africa: +44 (0) 1344 328 300

Asia and the Pacific Rim: +604 291 3600

DisclaimerThe information contained in this presentation is confidential. Any unauthorized use, disclosure, reproduction, or dissemination, in full or in part, in any media or by any means, without the prior written permission of IHS Markit Ltd. or any of its affiliates ("IHS Markit") is strictly prohibited. IHS Markit owns all IHS Markit logos and trade names contained in this presentation that are subject to license. Opinions, statements, estimates, and projections in this presentation (including other media) are solely those of the individual author(s) at the time of writing and do not necessarily reflect the opinions of IHS Markit. Neither IHS Markit nor the author(s) has any obligation to update this presentation in the event that any content, opinion, statement, estimate, or projection (collectively, "information") changes or subsequently becomes inaccurate. IHS Markit makes no warranty, expressed or implied, as to the accuracy, completeness, or timeliness of any information in this presentation, and shall not in any way be liable to any recipient for any inaccuracies or omissions. Without limiting the foregoing, IHS Markit shall have no liability whatsoever to any recipient, whether in contract, in tort (including negligence), under warranty, under statute or otherwise, in respect of any loss or damage suffered by any recipient as a result of or in connection with any information provided, or any course of action determined, by it or any third party, whether or not based on any information provided. The inclusion of a link to an external website by IHS Markit should not be understood to be an endorsement of that website or the site's owners (or their products/services). IHS Markit is not responsible for either the content or output of external websites. Copyright © 2019, IHS MarkitTM. All rights reserved and all intellectual property rights are retained by IHS Markit.

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Terrell BenkeSenior Director LNG+1 202 721 [email protected]

Cristian MuresanCommercial Director+33 1 76 76 30 96 [email protected]

liquefied natural gas (lng)lib.keei.re.kr/site/keei/file/ihs lng.pdf · 2019-01-17 · harnessing...

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