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<br /> S&P Global Platts<br /> Sep/Oct 2017<br /> LNG confronts US crude<br /> capacity exports<br /> pressure accelerate<br /> Asia looks The rise<br /> further afield of the<br /> for crude utilities<br /> Energy’s<br /> new<br /> frontiers<br /> Insight<br /> ISSN 2153-1528 (print)<br /> ISSN 2153-1536 (online)<br /> Publisher<br /> Murray Fisher, 720-264-6644<br /> murray.fisher@spglobal.com<br /> Editor<br /> Wendy Wells<br /> Production Manager<br /> Andrea Roth<br /> Production Office<br /> Platts Insight Magazine<br /> 1800 Larimer, Suite 2000<br /> Denver, CO 80202<br /> Global Director, Conferences<br /> & Strategic Media<br /> Steven McCarthy, 857-383-5727<br /> steven.mccarthy@spglobal.com<br /> Advertising Sales Manager<br /> Robin Mason, 631-642-2600<br <a title="2017_Insight_APPEC_Zmags150 page 1" href="https://secure.viewer.zmags.com/publication/56058129?page=1"> S&P Global Platts Sep/Oct 2017 LNG conf</a> <a title="2017_Insight_APPEC_Zmags150 page 2" href="https://secure.viewer.zmags.com/publication/56058129?page=2"> Insight ISSN 2153-1528 (print) ISSN 2153-1536 (o</a> <a title="2017_Insight_APPEC_Zmags150 page 3" href="https://secure.viewer.zmags.com/publication/56058129?page=3"> Editor's Note With unprecedented geopolitical sh</a> <a title="2017_Insight_APPEC_Zmags150 page 4" href="https://secure.viewer.zmags.com/publication/56058129?page=4"> Contents Sep/Oct 2017 10 </a> <a title="2017_Insight_APPEC_Zmags150 page 5" href="https://secure.viewer.zmags.com/publication/56058129?page=5"> 48 52 56 40 Unified ta</a> <a title="2017_Insight_APPEC_Zmags150 page 6" href="https://secure.viewer.zmags.com/publication/56058129?page=6"> US Exports US crude exports set to surge The </a> <a title="2017_Insight_APPEC_Zmags150 page 7" href="https://secure.viewer.zmags.com/publication/56058129?page=7"> </a> <a title="2017_Insight_APPEC_Zmags150 page 8" href="https://secure.viewer.zmags.com/publication/56058129?page=8"> US Exports In our view, the US has </a> <a title="2017_Insight_APPEC_Zmags150 page 9" href="https://secure.viewer.zmags.com/publication/56058129?page=9"> US Exports as an export location gi</a> <a title="2017_Insight_APPEC_Zmags150 page 10" href="https://secure.viewer.zmags.com/publication/56058129?page=10"> </a> <a title="2017_Insight_APPEC_Zmags150 page 11" href="https://secure.viewer.zmags.com/publication/56058129?page=11"> LNG Capacity pressure weighs on LNG prices A </a> <a title="2017_Insight_APPEC_Zmags150 page 12" href="https://secure.viewer.zmags.com/publication/56058129?page=12"> LNG Surplus to continue S&P Global </a> <a title="2017_Insight_APPEC_Zmags150 page 13" href="https://secure.viewer.zmags.com/publication/56058129?page=13"> LNG surplus into the mid-2020s and </a> <a title="2017_Insight_APPEC_Zmags150 page 14" href="https://secure.viewer.zmags.com/publication/56058129?page=14"> US Policy US offshore drilling plans face head</a> <a title="2017_Insight_APPEC_Zmags150 page 15" href="https://secure.viewer.zmags.com/publication/56058129?page=15"> Interior has begun to scrap the current five-year</a> <a title="2017_Insight_APPEC_Zmags150 page 16" href="https://secure.viewer.zmags.com/publication/56058129?page=16"> US Policy </a> <a title="2017_Insight_APPEC_Zmags150 page 17" href="https://secure.viewer.zmags.com/publication/56058129?page=17"> US Policy In addition to price unce</a> <a title="2017_Insight_APPEC_Zmags150 page 18" href="https://secure.viewer.zmags.com/publication/56058129?page=18"> Europe Transition looms in Europe's gas prices</a> <a title="2017_Insight_APPEC_Zmags150 page 19" href="https://secure.viewer.zmags.com/publication/56058129?page=19"> While Platts Analytics expects European gas price</a> <a title="2017_Insight_APPEC_Zmags150 page 20" href="https://secure.viewer.zmags.com/publication/56058129?page=20"> Europe respective commodity price s</a> <a title="2017_Insight_APPEC_Zmags150 page 21" href="https://secure.viewer.zmags.com/publication/56058129?page=21"> Europe switching again increases wi</a> <a title="2017_Insight_APPEC_Zmags150 page 22" href="https://secure.viewer.zmags.com/publication/56058129?page=22"> </a> <a title="2017_Insight_APPEC_Zmags150 page 23" href="https://secure.viewer.zmags.com/publication/56058129?page=23"> Mexico Mexico's insatiable appetite for US gas</a> <a title="2017_Insight_APPEC_Zmags150 page 24" href="https://secure.viewer.zmags.com/publication/56058129?page=24"> service by the end of 2020. In terms of fuel swit</a> <a title="2017_Insight_APPEC_Zmags150 page 25" href="https://secure.viewer.zmags.com/publication/56058129?page=25"> The evolution www.platts.com/ice of North America</a> <a title="2017_Insight_APPEC_Zmags150 page 26" href="https://secure.viewer.zmags.com/publication/56058129?page=26"> </a> <a title="2017_Insight_APPEC_Zmags150 page 27" href="https://secure.viewer.zmags.com/publication/56058129?page=27"> Mideast Saudi Aramco pushes downstream State </a> <a title="2017_Insight_APPEC_Zmags150 page 28" href="https://secure.viewer.zmags.com/publication/56058129?page=28"> Mideast “We will maintain our focus</a> <a title="2017_Insight_APPEC_Zmags150 page 29" href="https://secure.viewer.zmags.com/publication/56058129?page=29"> exploration and development. One of Aramco’s obje</a> <a title="2017_Insight_APPEC_Zmags150 page 30" href="https://secure.viewer.zmags.com/publication/56058129?page=30"> Asia crude Asia looks further afield for crude </a> <a title="2017_Insight_APPEC_Zmags150 page 31" href="https://secure.viewer.zmags.com/publication/56058129?page=31"> biggest refiner, bought US Eagle Ford crude. That</a> <a title="2017_Insight_APPEC_Zmags150 page 32" href="https://secure.viewer.zmags.com/publication/56058129?page=32"> Asia crude While the Middle East re</a> <a title="2017_Insight_APPEC_Zmags150 page 33" href="https://secure.viewer.zmags.com/publication/56058129?page=33"> Crude oil price hits record low. What now? Inform</a> <a title="2017_Insight_APPEC_Zmags150 page 34" href="https://secure.viewer.zmags.com/publication/56058129?page=34"> China Door opens for export, then closes Chin</a> <a title="2017_Insight_APPEC_Zmags150 page 35" href="https://secure.viewer.zmags.com/publication/56058129?page=35"> </a> <a title="2017_Insight_APPEC_Zmags150 page 36" href="https://secure.viewer.zmags.com/publication/56058129?page=36"> China But to date in 2017, Beijing </a> <a title="2017_Insight_APPEC_Zmags150 page 37" href="https://secure.viewer.zmags.com/publication/56058129?page=37"> China said a Beijing-based state-ow</a> <a title="2017_Insight_APPEC_Zmags150 page 38" href="https://secure.viewer.zmags.com/publication/56058129?page=38"> China However, while the Ministry o</a> <a title="2017_Insight_APPEC_Zmags150 page 39" href="https://secure.viewer.zmags.com/publication/56058129?page=39"> Emerging Among Giants Exploring opportunities in </a> <a title="2017_Insight_APPEC_Zmags150 page 40" href="https://secure.viewer.zmags.com/publication/56058129?page=40"> India Unified tax: a short-term pain India's n</a> <a title="2017_Insight_APPEC_Zmags150 page 41" href="https://secure.viewer.zmags.com/publication/56058129?page=41"> </a> <a title="2017_Insight_APPEC_Zmags150 page 42" href="https://secure.viewer.zmags.com/publication/56058129?page=42"> would rise because of the GST, but they will not </a> <a title="2017_Insight_APPEC_Zmags150 page 43" href="https://secure.viewer.zmags.com/publication/56058129?page=43"> India India's crude oil demand to 202</a> <a title="2017_Insight_APPEC_Zmags150 page 44" href="https://secure.viewer.zmags.com/publication/56058129?page=44"> Japan Extracting gas from undersea ice Japan </a> <a title="2017_Insight_APPEC_Zmags150 page 45" href="https://secure.viewer.zmags.com/publication/56058129?page=45"> issues needed in the sense of technology to stabi</a> <a title="2017_Insight_APPEC_Zmags150 page 46" href="https://secure.viewer.zmags.com/publication/56058129?page=46"> Japan This was the second round of </a> <a title="2017_Insight_APPEC_Zmags150 page 47" href="https://secure.viewer.zmags.com/publication/56058129?page=47"> Japan hydrate output, as the Japane</a> <a title="2017_Insight_APPEC_Zmags150 page 48" href="https://secure.viewer.zmags.com/publication/56058129?page=48"> Agriculture No turning back: UK biofuels after</a> <a title="2017_Insight_APPEC_Zmags150 page 49" href="https://secure.viewer.zmags.com/publication/56058129?page=49"> Life in the fast lane Biofuels is a sector that</a> <a title="2017_Insight_APPEC_Zmags150 page 50" href="https://secure.viewer.zmags.com/publication/56058129?page=50"> Even if attained, the liquid fuel pool is likely </a> <a title="2017_Insight_APPEC_Zmags150 page 51" href="https://secure.viewer.zmags.com/publication/56058129?page=51"> Agriculture If the CAP fits Another </a> <a title="2017_Insight_APPEC_Zmags150 page 52" href="https://secure.viewer.zmags.com/publication/56058129?page=52"> </a> <a title="2017_Insight_APPEC_Zmags150 page 53" href="https://secure.viewer.zmags.com/publication/56058129?page=53"> Coal China's coal conundrum Despite high-profi</a> <a title="2017_Insight_APPEC_Zmags150 page 54" href="https://secure.viewer.zmags.com/publication/56058129?page=54"> Coal However, while it is true that</a> <a title="2017_Insight_APPEC_Zmags150 page 55" href="https://secure.viewer.zmags.com/publication/56058129?page=55"> thermal coal peaked at a US dollar equivalent pri</a> <a title="2017_Insight_APPEC_Zmags150 page 56" href="https://secure.viewer.zmags.com/publication/56058129?page=56"> Shipping Shipping on course for LNG bunkering </a> <a title="2017_Insight_APPEC_Zmags150 page 57" href="https://secure.viewer.zmags.com/publication/56058129?page=57"> Insight 57</a> <a title="2017_Insight_APPEC_Zmags150 page 58" href="https://secure.viewer.zmags.com/publication/56058129?page=58"> Shipping factors, including the reg</a> <a title="2017_Insight_APPEC_Zmags150 page 59" href="https://secure.viewer.zmags.com/publication/56058129?page=59"> One resource for complete LNG prices, analytics, </a> <a title="2017_Insight_APPEC_Zmags150 page 60" href="https://secure.viewer.zmags.com/publication/56058129?page=60"> </a> <a title="2017_Insight_APPEC_Zmags150 page 61" href="https://secure.viewer.zmags.com/publication/56058129?page=61"> Changing of the guard Gazprom ends ExxonMobil's </a> <a title="2017_Insight_APPEC_Zmags150 page 62" href="https://secure.viewer.zmags.com/publication/56058129?page=62"> Top 250 S&P Global Platts Top 50 Companies</a> <a title="2017_Insight_APPEC_Zmags150 page 63" href="https://secure.viewer.zmags.com/publication/56058129?page=63"> Top 250 Biggest Movers1 defined revenu</a> <a title="2017_Insight_APPEC_Zmags150 page 64" href="https://secure.viewer.zmags.com/publication/56058129?page=64"> </a> <a title="2017_Insight_APPEC_Zmags150 page 65" href="https://secure.viewer.zmags.com/publication/56058129?page=65"> Insight Leaders By Indicator Assets Asse</a> <a title="2017_Insight_APPEC_Zmags150 page 66" href="https://secure.viewer.zmags.com/publication/56058129?page=66"> Top 250 And while there has been a </a> <a title="2017_Insight_APPEC_Zmags150 page 67" href="https://secure.viewer.zmags.com/publication/56058129?page=67"> Top 250 But it was India’s Reliance</a> <a title="2017_Insight_APPEC_Zmags150 page 68" href="https://secure.viewer.zmags.com/publication/56058129?page=68"> three of the top 10 spots. Among those is Houston</a> <a title="2017_Insight_APPEC_Zmags150 page 69" href="https://secure.viewer.zmags.com/publication/56058129?page=69"> Top 250 50 Fastest Growing Energy Companie</a> <a title="2017_Insight_APPEC_Zmags150 page 70" href="https://secure.viewer.zmags.com/publication/56058129?page=70"> Top 250 Regional Fastest Growing Comp</a> <a title="2017_Insight_APPEC_Zmags150 page 71" href="https://secure.viewer.zmags.com/publication/56058129?page=71"> IOG does business responded to the new market rea</a> <a title="2017_Insight_APPEC_Zmags150 page 72" href="https://secure.viewer.zmags.com/publication/56058129?page=72"> Top 250 “Ironically, the only const</a> <a title="2017_Insight_APPEC_Zmags150 page 73" href="https://secure.viewer.zmags.com/publication/56058129?page=73"> </a> <a title="2017_Insight_APPEC_Zmags150 page 74" href="https://secure.viewer.zmags.com/publication/56058129?page=74"> Top 250 S&P Global Platts Top 250 Global E</a> <a title="2017_Insight_APPEC_Zmags150 page 75" href="https://secure.viewer.zmags.com/publication/56058129?page=75"> Top 250 S&P Global Platts Top 250 Global E</a> <a title="2017_Insight_APPEC_Zmags150 page 76" href="https://secure.viewer.zmags.com/publication/56058129?page=76"> Top 250 S&P Global Platts Top 250 Global E</a> <a title="2017_Insight_APPEC_Zmags150 page 77" href="https://secure.viewer.zmags.com/publication/56058129?page=77"> Top 250 S&P Global Platts Top 250 Global E</a> <a title="2017_Insight_APPEC_Zmags150 page 78" href="https://secure.viewer.zmags.com/publication/56058129?page=78"> Top 250 S&P Global Platts Top 250 Global E</a> <a title="2017_Insight_APPEC_Zmags150 page 79" href="https://secure.viewer.zmags.com/publication/56058129?page=79"> Top 250 Top 250 Methodology This annual su</a> <a title="2017_Insight_APPEC_Zmags150 page 80" href="https://secure.viewer.zmags.com/publication/56058129?page=80"> Information alone isn't informative. Add insight.</a>