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Country-Level Sources and Variables: LNG & Natural Gas S&D

Written by Maxwell Kahn

The following table presents a high-level summary of the data sources and key input variables that underpin Kpler Insight’s bottom-up natural gas models. The modelling framework draws on a comprehensive set of country-level and sector-specific datasets designed to capture the primary drivers of natural gas market dynamics. For more information, please reach out to insight@kpler.com.

Country

Dataset

Data Sources

Key Regression Input Variables

Argentina

Power Sector Gas Demand

Ente Nacional Regulador del Gas, Compañía Administradora del Mercado Mayorista Eléctrico, National Oceanic and Atmospheric Administration, Meteostat

HDDs/CDDs, El Niño/La Niña, hydro generation, fuel oil/diesel usage

Argentina

Residential & Commercial Demand

Ente Nacional Regulador del Gas, Meteostat

HDDs/CDDs, seasonality, El Niño/La Niña, ENARSA LNG tenders

Argentina

Industrial Gas Demand

Ente Nacional Regulador del Gas, Meteostat

HDDs/CDDs, seasonality

Argentina

Other Gas Demand

Ente Nacional Regulador del Gas, Meteostat

HDDs/CDDs, seasonality

Argentina

Pipeline Gas Exports (Brazil, Chile, Uruguay)

Ente Nacional Regulador del Gas

Seasonality, pipeline expansions, pipeline contracts, natural gas production

Argentina

Pipeline Gas Imports (Bolivia, Chile)

Ente Nacional Regulador del Gas

Seasonality, pipeline expansions, pipeline contracts, natural gas production

Argentina

Domestic Gas Production

Ministry of Economy (Energy Secretariat), upstream companies

Seasonality, pipeline expansions, drilling activity, domestic demand

Bahrain

Power Sector Gas Demand

Joint Organizations Data Initiative, Meteostat

Seasonality, CDDs, Refinery capacity

Bahrain

Non-power Sector Gas Demand

Joint Organizations Data Initiative

Seasonality, Alba smelter capacity, Outages at Alba, seasonality, Sitra refinery capacity

Bahrain

Domestic Gas Production

Joint Organizations Data Initiative

Seasonality, in-house decline analysis

Bangladesh

Industrial Gas Demand

Petrobangla, Energy and Mineral Resources Division

Industrial activity

Bangladesh

Power Sector Gas Demand

Petrobangla

Gas-fired capacity, CDD, Asian spot LNG prices

Bangladesh

Domestic Gas Production

Petrobangla, Hydrocarbon Unit

Domestic production, field performance

Brazil

Residential & Commercial Gas Demand

Ministério de Minas e Energia

Seasonality, HDD/CDDs

Brazil

Power Sector Gas Demand

Operador Nacional do Sistema Elétrico, Agência Nacional de Energia Elétrica, Meteostat

Seasonality, HDD/CDDs, hydro-in-storage levels, renewables generation, LNG contracts, power contracts

Brazil

Industrial Gas Demand

Ministério de Minas e Energia

Seasonality, HDD/CDDs, hydro generation, renewables generation, natural gas production

Brazil

Other Gas Demand

Ministério de Minas e Energia

Seasonality, HDD/CDDs

Brazil

Domestic Gas Production

Agência Nacional do Petróleo, Gás Natural e Biocombustíveis

Drilling activity, upstream/pipeline maintenance, pipeline capacity, new field development

Brazil

Pipeline Gas Imports (Bolivia, Argentina)

Ministério de Minas e Energia

Seasonality, pipeline contracts

China

Residential & Commercial Gas Demand

National Bureau of Statistics, National Development and Reform Commission, China Meteorological Administration

HDDs/CDDs, temperature anomalies, gas prices

China

Industrial Gas Demand

National Bureau of Statistics, National Development and Reform Commission, Commercial Vehicle World

Kpler Insight Industrial Tracker, industrial production, PMI, truck sales

China

Power Sector Gas Demand

National Energy Administration, National Bureau of Statistics

Power demand, renewable generation, hydro availability, coal-to-gas switching

China

Domestic Gas Production

National Bureau of Statistics

Provincial level gas production, upstream maintenance, unconventional gas output, five-year plan gas production targets

China

Pipeline Imports

Customs

Pipeline flows, capacity, maintenance, utilization rates, contract volumes, import prices

Colombia

Power Sector Gas Demand

Bolsa Mercantil de Colombia, Compañía Expertos en Mercados, Agencia Nacional de Hidrocarburos, Unidad de Planeación Minero Energética

Hydro generation, seasonality, coal generation, El Niño/La Niña, renewables generation, domestic production, HDD/CDDs, domestic production

Colombia

Residential & Commercial Gas Demand

Bolsa Mercantil de Colombia, Compañía Expertos en Mercados, Agencia Nacional de Hidrocarburos, Unidad de Planeación Minero Energética

Domestic production, El Niño/La Niña, seasonality, renewables generation, CDD/HDDs

Colombia

Industrial Gas Demand

Bolsa Mercantil de Colombia, Compañía Expertos en Mercados, Agencia Nacional de Hidrocarburos, Unidad de Planeación Minero Energética

Domestic production, El Niño/La Niña, seasonality, renewables generation, CDD/HDDs, Strike/outages, coal burns, oil production

Colombia

Other Gas Demand

Bolsa Mercantil de Colombia, Compañía Expertos en Mercados, Agencia Nacional de Hidrocarburos, Unidad de Planeación Minero Energética

Seasonality, El Niño/La Niña, domestic production, renewables generation, oil production, refinery runs

Colombia

Domestic Gas Production

Agencia Nacional de Hidrocarburos, Bolsa Mercantil de Colombia, Ecopetrol

Oil production, upstream development plans

Dominican Republic

Power Sector Gas Demand

Oficina Nacional de Estadística, Sistema Eléctrico Nacional Interconectado

Seasonality, power generation capacity by technology, Henry Hub, Brent and TTF price forecasts, outages, El Niño/La Niña, Asian LNG prices

Dominican Republic

Industrial Gas Demand

Oficina Nacional de Estadística

Seasonality, El Niño/La Niña, TTF, Asian LNG prices and Brent price forecasts

Dominican Republic

Other Gas Demand

Oficina Nacional de Estadística

Seasonality, El Niño/La Niña, TTF, Asian LNG prices and Brent price forecasts.

Egypt

Power Sector Gas Demand

Joint Organizations Data Initiative, Meteostat

Seasonality, HDD/CDDs, GDP, regas buildout, fuel oil imports, LNG tenders

Egypt

Non-power Sector Gas Demand

Joint Organizations Data Initiative, Meteostat

Seasonality, HDD/CDDs, GDP, regas buildout, demand management, LNG tenders

Egypt

LNG Feedgas Demand

Joint Organizations Data Initiative, Kpler

Seasonality, agreements between Egypt and upstream players

Egypt

Domestic Gas Production

Joint Organizations Data Initiative

Field-level production data from operators, in-house by-field forecasts

Egypt

Pipeline Gas Imports

Joint Organizations Data Initiative

Seasonality, upstream maintenance in Israel, pipeline flow curtailments, pipeline expansion, Israeli upstream expansions

EU-27

Domestic Gas Production

Eurostat

Domestic production, new gas fields

EU-27

Pipeline Gas Imports

ENTSOG, Kpler European Gas

Seasonality, maintenance, upstream gas availability

Great Britain

Power Sector Gas Demand

Kpler European Gas, Kpler Power

Renewable generation (solar, wind), HDDs/CDDs (population-weighted at the country and city-level), gas prices, Kpler Power probabilistic weather forecasts

Great Britain

Distribution demand

Kpler European Gas, Kpler Power

HDDs/CDDs (population-weighted at the country and city-level), temperature forecasts, gas prices, Kpler Power probabilistic weather forecasts

Great Britain

Industrial Gas Demand

Kpler European Gas, Kpler Power

HDDs/CDDs (population-weighted at the country and city-level), temperature forecasts, gas prices, Kpler Power probabilistic weather forecasts

India

Fertilizer Gas Demand

Petroleum Planning & Analysis Cell

Urea production capacity, LNG prices

India

City Gas Distribution Demand

Petroleum Planning & Analysis Cell

Residential & commercial demand, transport demand, domestic gas prices, CDD

India

Industrial Gas Demand

Petroleum Planning & Analysis Cell

Industrial production, Asian spot LNG price competitiveness

India

Power Sector Gas Demand

Petroleum Planning & Analysis Cell, Central Electricity Authority

Coal price index, Renewables production, Asian spot LNG prices

India

Domestic Gas Production

Petroleum Planning & Analysis Cell

Domestic production, offshore output

Japan

Residential & Commercial Gas Demand

Ministry of Economy, Trade and Industry Gas, Japan Meteorological Agency

HDDs/CDDs, temperature forecasts

Japan

Industrial Gas Demand

Ministry of Economy, Trade and Industry Gas

Industrial production, manufacturing activity

Japan

Power Sector Gas Demand

Ministry of Economy, Trade and Industry Power, Agency for Natural Resources and Energy, Hatsudensho Joho Kokai System

Nuclear availability, renewable output, power demand

Japan

LNG Storage

Ministry of Economy, Trade and Industry

Inventory levels, days cover, stock changes

Kuwait

Power Sector Gas Demand

Joint Organizations Data Initiative, Ministry of Electricity and Water, Meteostat

Seasonality, gas-fired power generation capacity, CDD/HDDs, LNG regas capacity

Kuwait

Non-power Sector Gas Demand

Joint Organizations Data Initiative, Meteostat

Seasonality, HDD/CDDs, LNG contracts, GDP growth, domestic gas production

Kuwait

Domestic Gas Production

Joint Organizations Data Initiative, Kpler

Seasonality, oil production, Jurassic gas field capacity, Jurassic oil field capacity, Brent price forecast

NWE*, SE**

Power Sector Gas Demand

Kpler Power, Meteostat, ENTSOG, *Enagas (Spain only)

Total power demand, renewable generation (solar, hydro, wind, nuclear, coal), CDD,HDDs (population-weighted at the country and city-level), gas prices, spark spread, Kpler Power probabilistic weather forecasts

NWE*, SE**

Distribution demand

Kpler Power, Meteostat, ENTSOG, *Enagas (Spain only)

Total power demand, HDDs/CDDs (population-weighted at the country and city-level), non-working days, gas prices, Kpler Power probabilistic weather forecasts

NWE*, SE**

Industrial Gas Demand

Kpler Power, Kpler Insight, Eurostat, Meteostat, ENTSOG, *ODRE (France only), **Enagas (Spain only)

Total power demand, HDDs/CDDs (population-weighted at the country and city-level), industrial economic indexes, naphtha cracks, GDP growth, gas prices, non-working days, Kpler Power probabilistic weather forecasts

Pakistan

Industrial Gas Demand

Oil & Gas Regulatory Authority, State Bank of Pakistan

Industrial output, Fertilizer index, gas allocation, Asian spot LNG prices, seasonality

Pakistan

Power Sector Gas Demand

Oil & Gas Regulatory Authority, National Electric Power Regulatory Authority

Generation by fuel, power demand, CDD, Asian spot LNG prices, seasonality

Rest of EU-27***

Total Gas Consumption

Eurostat, Meteostat

HDDs/CDDs (population-weighted at the country and city-level)

Singapore

Power Sector Gas Demand

Electricity Market Authority, Energy Market Company

Power demand, gas-fired generation

Singapore

Pipeline Gas Imports

Joint Organizations Data Initiative, Electricity Market Authority

Imports from Indonesia and Malaysia, utilization rates

South Korea

Residential & Commercial Gas Demand

Korea Energy Statistical Information System, Korea Meteorological Administration

HDDs/CDDs, temperature forecasts

South Korea

Industrial Gas Demand

Korea Energy Statistical Information System

Industrial production, manufacturing activity

South Korea

Power Sector Gas Demand

Korea Power Exchange, Korea Hydro Nuclear Power

Nuclear outages, coal maintenance, renewable generation

South Korea

LNG Storage

Korea Energy Statistical Information System

Inventory levels, storage utilization

Taiwan

Industrial Gas Demand

Ministry of Economic Affairs Gas

Industrial output, semiconductor activity

Taiwan

Power Sector Gas Demand

Ministry of Economic Affairs Power, Taipower

Power demand, renewable generation, outages

Thailand

Industrial Gas Demand

Energy Policy & Planning Office Gas

Manufacturing activity, CDD, GDP

Thailand

Power Sector Gas Demand

Energy Policy & Planning Office Power, Egat

Power demand, renewable generation, coal and hydro availability, CDD

Thailand

Domestic Gas Production

Energy Policy & Planning Office

Domestic production, MTJDA output

Thailand

Pipeline Gas Imports

Energy Policy & Planning Office

Imports from Myanmar

Türkiye

LNG Imports

Kpler

Historical flows, fallout available to Europe

United States

Domestic Production

Energy Information Administration

Seasonality, drilling activity, Henry Hub prices, pipeline maintenance, demand, winter temperatures

United States

Pipeline Imports (Canada), Pipeline Imports (Mexico)

Energy Information Administration

Seasonality, drilling activity, Henry Hub prices, pipeline maintenance, demand, CDD/HDDs

United States

Pipeline Exports (Canada), Pipeline Exports (Mexico)

Energy Information Administration

Seasonality, drilling activity, Henry Hub prices, pipeline maintenance, demand, CDD/HDDs

United States

Gas Supply (Other)

Energy Information Administration

Seasonality, drilling activity, Henry Hub prices, pipeline maintenance, demand, Kpler LNG data

United States

Power Demand

Energy Information Administration

Seasonality, HDD/CDDs, renewables generation, Henry Hub prices

United States

Industrial Demand

Energy Information Administration

Seasonality, HDD/CDDs, renewables generation, Henry Hub prices

United States

Residential-Commercial Demand

Energy Information Administration

Seasonality, HDD/CDDs, renewables generation, Henry Hub prices

United States

LNG Feedgas Demand

Energy Information Administration

Seasonality, plant maintenance, pipeline maintenance, in-house ramp-up/utilization assumptions

United States

Lease and Plant Fuel

Energy Information Administration

Demand, production

United States

Pipeline Distribution

Energy Information Administration

Demand, production

*NWE: North-West Europe = GER, FRA, NLD, BEL

**SE: South Europe = ESP, ITA, POR

***Rest of EU-27 = POL, GRE, LTU, HVR, FIN, MLT, SWE

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