We are delighted to bring you the APAC Regional Newsletter - our monthly bulletin to keep you informed with Rystad Energy in the region. |
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| Upstream
Australian upstream industry books $18 billion of asset write-downs for 2020
Krishan Pal Birda, Analyst, Upstream Research How resilient are the key E&P companies in Australia that are moving forward with large-scale project developments in the region? Operators with assets across Australia have booked an estimated $18 billion (A$23 billion) in pre-tax impairments for last year following the oil price crash, of which $7 billion stemmed from companies based in Australia. Rystad Energy analyzed the resilience of Australian portfolios, looking closely at the break-even price of assets in the discovery phase – a key factor to understand which companies may be best positioned to continue investments in an upstream industry now defined by oil price volatility.
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| Energy Service Nippon Steel pipeline closure plan sends E&P clients scrambling for supply James Ley, Senior VP, Energy Service Research Nippon Steel has decided to close its only remaining large-diameter longitudinal (LSAW) linepipe mill by the end of the year, sending its clients in the oil and gas industry on a hunt for alternative suppliers. The decision means that more than 1 million tonnes of LSAW pipe capacity will have been removed from the Japanese steel industry in just a few years, as rival steelmaker JFE has also closed a mill in the past decade and will have the only LSAW pipe mill left in Japan. As spot market revenue provides insight into the supply demand balance, Rystad Energy expects some regions might need to roll with the punches.
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| Markets Gas Market Regional Report - India Kaushal Ramesh, Analyst, Gas and Power Markets Research Despite India’s history of gas shortages and lower than average gas consumption, the government has now signaled it plans to prioritize the sector. Backed by the push to a gas based economy, we expect gas demand will increase from 64 billion cubic meters (Bcm) in 2020 to 105 Bcm in 2030 and to 147 Bcm in 2040, driven by increases in the power, fertilizer, industrial, and transportation sectors. |
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| Renewables Australian generators set for tough year amid new spot revenue lows David Dixon, Senior Analyst, Australian Renewables Research Generators in Australia’s National Electricity Market (NEM) are set for a challenging 2021 as 5.8 gigawatts (GWAC) of wind and solar PV supply – at various stages of construction and commissioning – awaits the market, creating new lows for spot revenues. NEM spot revenue fell to A$10 billion in 2020, from A$17.5 billion in 2019, as electricity demand decreased, gas prices slid, and 4.4 GWAC of wind and solar PV capacity was energized. |
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| Japan Monthly Insights マンスリーインサイト : ライスタッド・エナジー が誇るグローバルエキスパートの最新エネルギー市場分析をコンパクトなサマリーとして毎週お届けします。ガス＆LNG市場、原油市場、再エネ、シェールオイル、メタルマーケットなどの多岐に渡る分野を網羅します。 |
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| News & Events Meet our experts and hear from them on the current topics that are shaping the energy landscape. Visit our website for our full calendar of News & Events. |
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| Rystad Energy Events APAC Virtual Forum | Business opportunities in Energy Transition
March 24 | Virtual |
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| External Events 2021 Energy & Investment Series | Large Scale Solar Conference
March 23 - 24 | Sydney |
Industry Webinar | Asia Pacific Energy Assembly 2021
April 20 - 22 | Virtual |
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| | | APAC Regional Webinar | The LNG appetite in Asia - India focus
February 24 | Virtual Our Gas and Power Market Research experts, Xi Nan, Vice President, and Kaushal Ramesh, Analyst shared their perspectives during the APAC Regional Webinar | The LNG appetite in Asia – India focus. |
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| Industry Webinar | Offshore wind: opportunities in South Asia
February 24 | Virtual Alexander Fløtre, Vice President Offshore and a distinguished panel of speakers addressed the topic of energy transitions and offshore wind during a live broadcast insights session Offshore wind - exploring business opportunities in South East Asia organised by NBAS and Innovation Norway. |
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| Industry Webinar | Large-Scale Solar Forum
March 11 | Virtual David Dixon, Senior Analyst, Australian Renewables Research and a distinguished panel of solar industry leaders discussed key issues on defining the year ahead for large-scale solar, from electricity demand and prices, to investor risk and market reforms during the Welcome and Market Outlook Plenary at Large-Scale Solar Forum. |
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| Industry Webinar | MOGSC Industry Dialogue: The opportunities and outlook of the Malaysian oil and gas industry
March 11 | Virtual Prateek Pandey, Vice President, Upstream Research and Lin Lin Goh, Senior Analyst, Energy Service Research shared their insights on The opportunities and outlook of the Malaysian oil and gas industry during a MOGSC Industry Dialogue session. |
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| Industry Webinar | What does a Biden victory mean for U.S. LNG deals in China and capital flows into Asia?
March 11 | Virtual Vijay Krishnan, Partner & Head of Asia Pacific moderated a panel on What does a Biden victory mean for U.S. LNG deals into China and capital flows into Asia? during the Energy Council live webinar series. |
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| Industry Webinar | Malaysian Gas Association: Roundtable on LNG market
March 12 | Virtual Our Gas and Power Markets Research team, Carlos Torres Diaz, Senior VP, Sindre Knutsson, VP, Xi Nan, VP, Kaushal Ramesh, Analyst, along with Samuel Low, Principal, Consulting participated in a virtual roundtable discussion on LNG market organized by Malaysian Gas Association. |
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| Australian Regional Webinar | East coast gas infrastructure - what's in the pipeline?
March 17 | Virtual Jimmy Zeng, Product Manager, Australasia Upstream Solutions presented a review of pipeline trends in the East Coast gas market and the potential impacts of new supply sources during our Australian Regional Webinar | East Coast gas infrastructure – what’s in the pipeline? |
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| Industry Webinar | Opportunities & challenges: establishing hydrogen supply chains across APAC
March 18 | Virtual Dr. Minh Khoi, Senior Analyst, Renewable Energy Research shared a review on Hydrogen energy market updates & opportunities in APAC during the Connecting Green Hydrogen APAC 2021 live webinar series - Opportunities & Challenges: Establishing hydrogen supply chain across APAC. |
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| Petroleum Club Western Australia | March Industry Dinner with Cooper Energy
March 18 | Perth Organised by Petroleum Club Western Australia, we sponsored the March Industry Dinner where our Business Development Manager, Australasia, David Pedulla was on stage with David Maxwell, Managing Director of Cooper Energy to discuss their journey to becoming the first carbon-neutral oil and gas operator in Australia. |
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