S&P Global Platts LNG Analytics Service

The S&P Global Platts LNG Analytics Service not only provides rigorous, bottom-up fundamentals analysis of global LNG markets, but also gives clients direct, one-on-one, access to some of the industry’s leading analysts. The service’s core analytical offerings include a suite of regular and ad hoc analytical reports, live ship tracking and trade flow monitoring, LNG supply and demand outlooks, global gas price monitoring and outlooks, LNG freight forecasts, netback analysis, and comprehensive infrastructure and contract datasets. While these reports and datasets are critical to anyone with exposure to LNG, the ability to pick up the phone and call one of Platts Analytics specialized analysts makes the LNG Analytics Service an unparalleled tool in today’s rapidly evolving LNG market.

Reasons why you should use S&P Global Platts LNG Analytics

Platts LNG Navigator
Platts Analytics LNG Navigator platform brings together best of Platts LNG market intelligence including live and forecasted supply and demand data, ship tracking and destination predictions, dynamic information on market tenders, and market news and commentary from Platts frontline market reporters. This integration of analysis and market intelligence allows users to compare and assess live LNG market dynamics with Platts Analytics forward looking fundamental and price forecasts, all in one place.

Comprehensive Written Analytical Suite
Platts Analytics LNG Service includes regular quarterly, monthly, and weekly reports, which are complimented by ad hoc Spotlights focusing on real-time market events, analyzing fundamental changes as they happen. Across this suite of written products, Platts Analytics LNG service provides insight into everything from spot market trends to long-term infrastructure and fundamentals outlooks.

Access to Analysts
The Platts Analytics team of analysts pride themselves on prioritizing client dialogue and communication equally with printed reports. Whether your inquiries pertain to a specific report or to general market dynamics, the Platts Analytics global team of LNG analysts, spanning three continents, is available to answer your specific questions at any time of the day.

Essential Data
In today’s data-intensive market, it is critical to have timely, accurate datasets that encompass all aspects of the industry. Platts Analytics understands this, providing dynamically updated datasets on LNG contracts, global commodity prices, historical and forecast LNG imports and exports through 2040, historical and forward-looking regasification and liquefaction capacity, the LNG tanker fleet, netback forecasts, shipping distances, gas quality, and weather.

Access to the Platts Analytics Seminars and Regular Webinars
Platts Analytics Client Seminars and Webinars provide an opportunity to engage with Platts Analytics analysts around our short-, medium- and long-term outlooks for the oil, gas, coal, and electricity markets. With multiple webinars held weekly on a range of topics from coal-to-gas switching to oil breakeven expectations, there is always something happening to keep clients plugged in. Further, Platts Analytics Annual Client Seminars provide the opportunity to meet one to one with analysts, as well as to attend sessions of your choosing from topics spanning the commodities complex.

Platts LNG Navigator

Platts Analytics LNG Navigator platform brings together the best of Platts LNG market coverage including live and forecasted supply and demand data, ship tracking and destination predictions, dynamic information on market tenders, and market news and commentary from Platts frontline market reporters. This integration of analysis and market intelligence allows users to compare and assess live LNG market dynamics with Platts Analytics fundamental and price forecasts, all in one place.

Platts LNG Navigator platform puts all of S&P Global Platts market- leading LNG intelligence, fundamental data, news, prices, and forward looking analysis in one place. The platform brings together:

– Live ship tracking, destination prediction, and delivery date predication for the entire LNG tanker fleet
– Live trade flow monitoring, including volumes at sea and re-export analysis
– Historical and forecast supply and demand data for all importing and/or exporting countries
– Live and historical transaction, tender, and charter information gathered directly from market participants in real-time
– Data on Platts Japan Korea Marker (JKM), the global LNG market’s benchmark price assessment for spot physical cargoes delivered ex-ship into Northeast Asia

– Interactive price charts allowing users to compare LNG prices from across various regions, customizable oil-indexed prices, coal-to-gas switching prices, Henry Hub, and other comparative markers
– Interactive LNG contracts and infrastructure databases, customizable by region, buyer, seller, contract terms, and time horizon
– LNG tanker market and forecast freight rates for both the Atlantic and Pacific Basins
– Maintenance table monitoring infrastructure disruptions
– Temperature, precipitation, and wind speed data for key markets globally

Platts LNG Navigator offers a one-stop-shop for the entire global LNG complex, providing users with the data and intelligence needed to make critical decisions with confidence.

Analytical Reports

Platts Global LNG Five-Year Forecast
A quarterly report of global developments in LNG fundamentals, contracts and prices. The Platts Global LNG Five-Year Forecast provides a comprehensive understanding of key drivers impacting the medium term global LNG trading and investment environment, including our forecast of supply, demand and global LNG price benchmarks.

Platts Global LNG Monthly
A 24-month forecast with detailed analysis of developments in regional markets. The report delivers actionable and accessible insights to analysts looking at global LNG markets, through specialized sections on price formation, global supply and demand, deep dives into pressing topics, and region-level dynamics with a focus on the Asia Pacific, the Atlantic Basin, and the broader Middle East. This report includes forecasts for country level supply and demand, as well as price forecasts for JKM, TTF and Henry Hub.

Platts LNG Weekly Scorecard
The weekly report includes incisive deep dives into short-term market dynamics across the generating fuels complex as they pertain to LNG, along with short-term analysis of fundamental changes in the LNG market analyzed by basin, including Atlantic, Pacific, Middle East, and tanker markets.

Platts Global LNG Spotlights
Platts Analytics Spotlights focus on real-time market events, analyzing fundamental changes as they happen. These briefs are released as market changes occur, helping contextualize important events and news. On average, LNG Analytics clients receive 10-15 of these notes per month, focusing on topics such as terminal outages, infrastructure buildout updates, trade flows and pricing volatility.

Platts Global LNG Current News & Analysis
LNG Analytics Current News and Analysis pick up where Spotlight leaves off, bringing together numerous market developments into a longer-form analysis around a particular aspect of the market, Analysis is largely data-driven and signals a significant structural change in the market that goes beyond the short-term movements in price. On average, LNG Analytics clients receive 2 to 3 of these per month, focusing on topics such as Turkish gas market expectations, or Northeast Asian winter demand expectations, and trends in spot market activity.

JKM Weekly Price Forecast
The JKM Weekly Price Forecast centers on a 10-month JKM forecast and includes tables, charts, commentary, an outlook on JKM versus current derivatives, and the expected spread between JKM and European gas prices.

Weekly Global Netback Forecast
Focusing on the increasingly critical US Gulf Coast LNG market, this report unpacks the expected netbacks for USGC LNG exports for the coming 12-months compared to market curves.

Key features of this report include:
– Calculated TTF/JKM netbacks on forward traded and forecast prices through the next 12 months, updated weekly
– Charts and commentary, including where the best value appears along the forecast period
– A granular discussion of forecast changes and the implications of regional flows

Macroeconomic Data
Continuously updated analysis of currencies, the US/ world economies, manufacturing, and transportation (land, air, sea, and rail).

Data

LNG Contracts Database
Deal by deal contract database covering all known LNG contracts, including expired, active, SPA, MOU and HOAs.

Long-Term Prices
Long-term annual price forecasts through 2040.

Short-Term Prices
Monthly price forecasts for the next 9-12 months for JKM.

Short-Term Netbacks
Quarterly netbacks forecast 9-12 months forward.

Imports
Historic and projected imports from 1970 through 2040, including monthly as well as by destination and by source.

Export
History and projected exports from 1970 through 2040.

Liquefaction Capacity Forecast
Historical annual data and forecast additions through 2035, by country, by company and by equity share.

Regasification Capacity Forecast
Comprehensive list of existing and proposed regasification capacity by country. Includes send-out and storage capacity, and expansions through 2035, with quarterly status updates.

Tanker Fleet
Detailed information on the existing global LNG tanker fleet, by country, by trade route, by company and by equity share. Includes the current order book and options list.

Shipping Distances
Matrix of over 1,000 distances on existing and future LNG routes.

Gas Quality and Conversion Factors

LNG Assets by Equity
Breakdown shows which companies own and operate liquefaction and regasification facilities and ships.

HDD-CDD Weather
Comprehensive daily and monthly spreadsheet by major states or provinces within North America, Europe, Asia-Pacific and South Africa.

Historical Prices
Cargo-by-cargo prices for US markets and historical average monthly prices for Japan, Korea, and Taiwan, broken down by country of origin.

Platts Energy Price Portal*
The Platts Energy Price Portal available via DIMENSIONS allows for quick and easy access to energy price forecasts

Over the both short and long term. Clients of S&P Global Platts LNG Analytics Service have access to 30 different Gas pricing points as well as the ability to create and store custom price spreads and view data in different currencies or units.

A key feature of Platts Energy Price Portal is the Platts Equation Manager, a specially designed utility that allows users to define, analyze and store up to 100 custom price spreads – across commodities and inclusive of freight, in the

form of multi-variable equations that use our forecast prices. With Platts Equation Manager, users can store individual configurations and use these spread relationships as a predictive tool in forecasting price developments.

As the data gets updated automatically, so too do the equations. Platts Energy Price Portal also provides the ability to create and export large data sets in Excel, CSV and PDF formats, in addition to click-of-the-mouse charting capabilities.

The portal’s forecast horizons currently include both short-term (forward 18–24 months) and long-term (annual to 20 years) averages.