COVID-19 pushes US LNG into a tight spot
The pandemic-led weak projections for economic growth will derail US LNG exports in full-year 2020 with the country also losing ground in the long term due to major delays in liquefaction projects.29 Jun 2020: LNG power generation: A positive in current LNG market
While most headlines in the LNG sphere dealt with the coronavirus and its impact on LNG exports and cargo cancellations, a niche segment – LNG-to-power – has been budding in the background. With the right regulations, these projects can generate LNG demand quickly, easing the pressure on the LNG shipping market. 02 Jun 2020: PDH expansion fuels China’s LPG demand
China’s LPG demand has started recovering with PDH operating rates improving after the shutdowns due to the outbreak of the coronavirus (COVID-19) in January. The pandemic has not impacted PDH expansion plans in the country as three PDH facilities are set to open in 2Q20.
A watchful eye on both the LPG and LNG shipping sectors
Our gases shipping practice is highly respected in the industry and is regularly followed and referenced in both industry and mainstream media. The team is responsible for maintaining extensive information resources and conducting weekly, monthly and annual analysis on the sector and assessing the impact of macroeconomic as well as regulatory and environmental change on the sector.
In addition to detailed market analysis and rigorous forecasting, we offer market leading analysis of both LPG and LNG shipping markets, covering all the principle vessel categories, as well as appraisals of shipping finances, including pricing, operating costs, vessel values and investment returns. We challenge conventional wisdom through our deep understanding of the trade dynamics driving demand for different vessel types in all corners of the world.
Our consultants typically provide commercial due diligence for investors and lenders and market entry strategies, including financial analysis, to shipowners and operators. Meanwhile, our team of financial research specialists provides actionable insight on the leading LPG and LNG shipowners.
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