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Latest Reports and Analysis

Latest Analysis / East of Suez Gas Service

Gas/LNG Alert - Vietnam's PDP8 Draft to Challenge LNG Demand with Nuclear and Renewables

Published: 27 March, 2025

Highlights:

The revised PDP8 draft, finalized in February 2025 and awaiting the Prime Minister's approval, sets power generation capacity targets of 183.3 GW-226.4 GW for 2030 and 774.5 GW-838.7 GW for 2050.
The draft’s ambitious renewable energy targets face challenges such as grid instability, delayed ...

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Previous Issues

May 14, 2025

Gas/LNG Alert - Taiwan’s Hotter Summer Heats Up LNG Demand as Nuclear Era Ends

May 5, 2025

Gas/LNG Alert - Another LNG-to-Power PPA Signed in Sri Lanka But Lack of Clarity on FSRU Plans is Concerning

April 28, 2025

Gas/LNG Alert - Spot LNG on the Ropes as China’s Wholesale Gas Prices for 2025/26 Remain Competitive

April 10, 2025

Gas/LNG Alert - Escalated US-China Tariffs to Have Minimal Impact on LNG Market Fundamentals in 2025

April 4, 2025

Gas/LNG Alert - Unexpected Nuclear Outage and Rising Power Demand Increases South Korea’s LNG Demand

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