Oxford Energy Podcast – Emerging Asia LNG Demand
In this podcast James Henderson discusses a new OIES paper on LNG demand in 10 emerging Asian countries with the main authors Mike Fulwood and Martin Lambert. They cover the key drivers for LNG demand across the region, focussing mainly on the power sector, while also looking at the impact of declining indigenous production on the need for LNG imports. They also discuss the key policy drivers that can help or hinder future gas demand and assess the impact of LNG prices on the competitive position of gas. They also consider the potential for infrastructure constraints and how these are being addressed in the various countries before providing an overall conclusion on the potential for significant demand growth over the next 20-30 years.