https://investors.horizonoil.com.au...sOzgasshortageAnthonyBarichEnergyNewsBulletin http://www.shell.com/energy-and-inn...l-lng-outlook2017-slides-master-march2017.pdf
Summary Strong growth in LNG supply in 2016, one-third of new supply online LNG demand growth from China, India and new entrants absorbed supply growth in 2016 Continued LNG supply growth to 2020 Global demand for gas is expected to increase by 2% a year between 2015 and 2030; LNG is set to rise at twice that rate at 4 to 5% Future LNG demand growth will be driven by: policy, floating storage regasification units, replacing declining domestic gas production, small scale LNG and transport LNG and Russian gas imports required to balance European gas demand New investments required to meet growing LNG demand after 2020 LNG trade is changing to meet the evolving needs of buyers, including shorter-term and lowervolume contracts
re-rating of hzn on the way
