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Global LNG - Thomson Reuters EIKON

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For more information: Santo Haryowibowo, Thomson Reuters Jakarta Indonesia, +62 815 1085 2000, santo.haryowibowo@thomsonreuters.com

For more information: Santo Haryowibowo, Thomson Reuters Jakarta Indonesia, +62 815 1085 2000, santo.haryowibowo@thomsonreuters.com

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  • 1. Thomson Reuters Point Carbon Global LNG in a Nutshell – Key Selling Points To find the Point Carbon content, search for ‘LNG Tracker’ on Eikon, then go to the LNG Tracker flex, then to ‘Research and Analysis’ tab on the flex. List of LNG expected arrivals in Europe: our clients like to check this list in the morning because it gives them an overview of how many LNG tankers are expected to arrive in Europe, since this will affect the LNG send out rate from European’s LNG terminals, and consequently affect the system’s tightness and trading prices. The low frequency of tanker arrivals also reflects tightness in the global LNG spot market, particularly in the Asia Pacific region. Our plan for 2014 is to expand this list globally, so that one can track arrivals not only in Europe but also in other regions. To understand the tightness of the Asian spot market, the LNG-JCC-Indexed and Asian Spot and Japan Landed Price charts will help. The Japanese Crude Cocktails (JCC) and Brent index is an index of long-term contract prices for LNG imports into Japan and Asian spot is the spot price assessment by our journalists on a weekly basis. When the spot price is above long-term contract price, there is a high demand for spot LNG in Asia, which could imply there would be less LNG to Europe. You can also compare how the spot price has developed this year compared with previous years. Explanation of development in the Asian spot market can be found in the weekly report on the left side. Also in Waterborne notes of interest, you can find reports focusing on Americas, Europe and Asia, and sometimes the Waterborne notes of interest, provided by an external company Waterborne, also focus on particular topics: how many nukes in Japan are expected to come back, prospects of U.S exports, Europe import and re-export analysis. A trader or analyst in Europe may also be interested in Europe re-export, particularly from Spain. On the front page, you can find charts showing Spanish re-exports and price development. Due to cold weather and lack of renewable, there has not been much re-export from Spain this January
  • 2. compared with December. The power team is developing models for the Spanish power market, which will be a complement for LNG Under Regasification>Europe>Prompt, you can see how the European terminals are utilizing their LNG. For example, UK has very low send out utilization rate and high stock level, which indicates that the terminals in the UK are not expecting many tankers to the country and holding back their stocks. Under Weather>Asia, you will find temperature forecast for Tokyo and Seoul for 15 and 30 days ahead compared with 30-year normalized temperature. Colder than normal temperature may mean that they need to use more LNG for heating and LNG stock levels become depleted, leading to more demand for LNG imports to fill up the stocks. Our plan for 2014 is to include temperature forecast for 6 months ahead and power and heating gas demand forecast, first for Japan, then South Korea. Our model results will provide an indication of how much LNG these countries need to import, and what would happen to the demand when nukes in Japan come back. We will also include some research and analyses on Chinese LNG demand. Under Infrastructure>LNG Infrastructure, you will find an overview of LNG import and export terminals and tankers in operations. For a full overview of LNG fleet development, search for Freight Fundamental Database on Eikon. Once we have our forecast demand for Northeast Asia ready, we will combine it with analysis of new projects from Australia and U.S to understand which implications these will have on the spot prices.
  • 3. 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J k t I d i S t H ib Thomson Reuters Indonesia Santo Haryowibowo R t I d i S t H ib Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Har o ibo o Thomson Re ters Jakarta Indonesia Santo Har o ibo o Thomson Re ters Indonesia Santo Har o ibo o Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Th R t J k t Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Re ters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Santo Haryowibowo Sales Specialist, Commodities and Energy Mobile: +62.815.1085.2000 Email: santo.haryowibowo@thomsonreuters.com  E il h ib @h Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Th Thomson Reuters Jakarta Indonesia Santo Haryowibowo Th Thomson Reuters Indonesia Santo Haryowibowo S t H ib R t J k t I d i S t H ib R t I d i S t H ib Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Th S t H ib 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