*this data/chart can be accessed from Pipeline dashboard (under "Market Analysis")

Pipeline Supply & Disposition for North America chart / data table is now available.

Data can be analysed on both a monthly and annual basis.

Both the visualisation and dataset can now be filtered using the global filter:
Location > Pipeline Intake
Location > Pipeline Offtake
Provides streamlined access to North American pipeline flow data and greater flexibility in analysing supply and disposition trends.
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Pipeline project tracker is accessible under the data tab on Pipelines dashboard.

This currently covers for the following countries: Canada, China, Mexico, and United States.

*this chart/data table can be accessed under Contracts dashboard (Under "Asset Analysis")when company filter is applied.

The new chart allows you to see the total LNG portfolio of a company. It combines equity LNG supply with third party purchases and purchases from the company’s own projects in excess of its equity supply.

*this chart/table can be accessed from Costs dashboard (under "Asset Analysis").

Additional discount options (0%, 5%, and 8%) were added to the FOB cost breakeven by cost breakdown chart.

*this chart can be accessed from Liquefaction dashboard (under "Asset Analysis").

Constrained LNG supply and Unconstrained LNG supply lines have been added to the Constrained supply by liquefaction status chart.

Also, selecting Constrained LNG supply will toggle the Unconstrained LNG supply checkbox (and vice versa)

*this function can be accessed from "LNG shipping calculator" (under Modelling solutions)

When using the shipping cost calculator, you are now be able to duplicate routes in your calculation. Doing this enables you to run multiple scenarios on the same route and compare how changes to inputs affect LNG shipping costs.

*this information can be accessed from the map (select Prices dashboard menu)

Pricing and basis point locations are now plotted directly on the map, giving you a geographic view of gas and LNG pricing nodes worldwide. This layer uses latitude and longitude data from our pricing points dataset, so you can see exactly where each pricing location sits alongside existing map layers such as pipelines (a new pipeline layer is also coming soon.

*this function can be accessed from Cargo Emissions Tool menu (available for LNG Asset Valuation customers)

LNG Cargo Emissions allows client to compare full life cycle emissions estimates of LNG projects, helping you understand their competitive positioning based on carbon intensity and the potential impact of carbon costs.

You can evaluate single cargo emissions or compare multiple projects emissions.

*this chart can be accessed from Regas dashboard (under "Asset Analysis").

You can now explore utilisation data with new colour‑by options, including terminal, super region, region, country, and basin.

Contract name colour by has been added to a number of charts.

To mitigate performance concerns this colour by will only appear if filtering by Country, Company, or Liquefaction status.

Supported charts:

*this information can be accessed from Prices dashboard (under "Market Analysis").

A new “Global or Regional” dropdown has been added to the Global hub prices chart (for regions that have regional prices available in Lens).

Global shows a curated set of key global hubs.

Regional shows a fuller list of hubs for the chosen region.

*this information can be accessed from Contracts dashboard (under "Asset Analysis").

New options:

All data grids are now grouped under a dedicated "Data" tab for each relevant dashboard.

*this chart can be accessed from Shipping dashboard (under "Asset Analysis").

It displays monthly average charter rates (USD/day) for LNG carriers, aggregated across East of Suez and West of Suez basins.

Propulsion types covered:

· TFDE (Tri-fuel/Dual-fuel Diesel Electric): Vessel size: 155,000-165,000m³

· Two-stroke: Vessel size: 170,000-180,000m³

Steam turbine: Vessel size: 135,000-155,000m³

You can apply filters within the data table (without going to Filters menu, or downloading the data and manipulating in Excel)

This is especially useful where the table returns many pages of results, allowing you to quickly isolate the relevant time frame instead of scrolling or exporting.

*this chart can be accessed from Suumary dashboard.

You can now use quick selectors above the Market Balance chart to change:

*this chart can be accessed from Liquefaction dashboard.(under "Asset Analysis")

With this chart, you can now explore utilisation data across multiple levels including project, super region, region, country, and basin all in the same place.

The chart can be broken down to "Basin Super region, Region, Country, Project"

*this chart can be accessed from Supply dashboard.(under "Market Analysis")

Annual available capacity for non-associated gas in the selected year, appearing in ascending order of Henry Hub implied trigger price is now available. You can show the curve by play, sub play, etc.

*this information can be accessed from Assets dashboard (under "Asset Analysis")

LNG Plant PV (post tax, pre-tax / total, remaining life) dashboard is available

User can choose to see pre-tax or post-tax PV, as well as Total or Remaining life PV.

User can also choose the discount rates : 10%, 12&, 15%

*this information can be accessed from Shipping dashboard (under "Asset Analysis")

When a single regas terminal is filtered, you can see a chart comparing LNG shipping costs between the same origin and destination according to 7 separate calculation cases.

*this information can be accessed from Assets dashboard (under "Asset Analysis")

You can use the "Color by" menu to change the view - by import/export basin, super region, region, country, and (regas) terminal level.

The data is refreshed monthly, typically at the end of the second week of each month. It is sourced and calibrated from a variety of published customs datasets (if customs data has not been published, we utilise our ship tracking data to estimate recent trade and re-calibrate once published stats become available).

Detailed level of "Color by" option is now available for Market Balance chart
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Color by: Supply

Color by: Demand

In Asset dashboard, North America Regional Takeaway Monitor is now available.

Provides a clear view of pipeline capacity and production dynamics across major gas basins, helping you anticipate constraints and opportunities. By combining Wood Mackenzie’s supply forecasts with proprietary infrastructure insights, it enables informed decisions on investment, planning, and market positioning.

Publicly reported LNG tenders capture global LNG tendering activity, award status, buying and selling countries, major companies, price strategies, and regional flows. Covering a wide range of short-term and long-term contracts, it provides a wide range of transactions over several years.

View and extract LNG Plant emissions data by asset, company and on an intensity basis.

The SRMC chart shows the current year FOB short-run marginal cost (SRMC) for each phase of all operational LNG plants. It is the additional cost associated with producing LNG compared to not producing. The plant SRMC is the variable cost to operate the LNG plant. For integrated projects, the plant SRMC includes variable costs to operate the integrated upstream field, while a grid cost is included separately for projects that purchase gas from the grid.

Click the (i) icon against charts for a description of data and methodology.

Customize your market dashboard charts with additional unit options:

A dedicated Storage Forecast Dashboard now provides detailed views of forecasted monthly, quarterly, and annual net withdrawals, as well as opening and closing inventories.

Access North American price hub forecasts directly in the Prices dashboard by filtering on North American locations.

Filter demand forecasts by US Census regions and divisions for localized insights.

Tell stories with WoodMac data by selecting relevant widgets (such as charts, data tables, statistics etc.) across industries to curate your analysis and presentations. Save custom dashboards into Spaces to revisit and share your curated analysis.

Click here for a detailed guide.

Navigate to the Cost view to benchmark annual nominal and real (in the current year terms) capex and opex of LNG projects. Data is available for operational, under-construction and pre-FID projects where sufficient details are available to perform a full economic evaluation. For integrated projects, costs associated with the upstream project are excluded. Integrated pipeline costs are included where the costs are attributed to the LNG section of the project.

Keep on top of planned LNG plant maintenance and any unplanned downtime to assess volumes that are off the market. Data is presented monthly, with a three-year outlook.

View constrained and unconstrained supply by liquefaction status, region, country or project.

Benchmark the cost of delivering LNG from multiple supply projects to a single Regas terminal or benchmark the cost of delivering LNG from a single LNG Plant to multiple Regas terminals globally. View the breakdown of FOB (free on board), transportation and regas tariff.

Search for LNG Plants and select 'LNG Plant Valuations' to generate cashflows and download the Excel model (calc file) to work offline.

Assess binding and non-binding contract types alongside other negotiable terms such as source and destination flexibility over time and by contract volume. Useful trends around oil-indexation levels aid with contract negotiations.

Add layers across multiple Lens modules (subject to subscription) to identify synergies and market opportunities.

The regas tariffs represent the cost to access regas capacity under a long-term booking at the specified LNG regas terminal. The network entry cost is an additional fee at some facilities for gas to enter the local pipeline network.

The Asset Analysis > Production view now presents train-level output and capacity as well as feed gas into LNG plants by field supply area and company.

Users can now benchmark the breakeven cost of LNG supply and visually position projects of interest on the curve to identify projects that are cheaper and more expensive than the ones of interest.

Download LRMC / Breakeven summary of LNG Plants and include relevant detail such as plant status and FID year.

Users can now adjust market model variables by an absolute value or set a value over a period of time.

View a description of a regional Gas & LNG outlook in Lens and link to report archives in the WoodMac portal.

Group production forecasts by development status, resource type, onshore/offshore, conventional/unconventional, associated/non-associated, basin, in addition to super region, region, and country.

Users can now add an adjustment to implement a carbon tax on European LNG imports for the set costs of $100/t or $200/t. These additional taxes are added onto the cost of LNG shipping in the model inputs. Costs were derived by the research team based on the carbon intensity of loaded LNG at export facilities which are imported by European regas facilities.

Our new map selection capabilities allow users to focus on proximal assets and infrastructure relevant to their workflows. Rectangle and Polygon selection tools have been added to the map controls to allow you to select multiple assets to add them to or exclude them from your filtered data. Click here to access the full guide.

Filter on an LNG asset to view a brief description and navigate to associated report archives in the WoodMac portal.

Keep on top of LNG contract assumptions within Lens Direct to identify opportunities. Buyers, sellers, contract start and end dates, duration, source, destination, pricing structure, indexation, source and destination flexibility are included for comprehensive analysis.

Long-term outlooks are now included via a link within Lens Gas & LNG to support the understanding of key assumptions, drivers and analysis underpinning our base case view. Click 'Read Full Report' to access the written content.

See the quantity and price of gas delivered into demand regions, and how that supply builds up to the regional price. View the difference between cost curves over time (click the settings icon to adjust the year) and after modelling adjustments have been made.

China Gas demand is now added as a lever. Increase or decrease China gas demand by a percentage to understand the impact on prices and trade flows.

Net zero scenario data has been added to the Market Forecast dataset.

Users can explore the net zero outlook by region, market and sector and compare gas and LNG flows and prices against our current and previous base cases through the Lens user interface.

From the left-hand panel of the One Lens interface, click Assets and then the settings icon (cogwheel) against the data table to select the required dataset. The dropdown option provides LNG Plant, Regas Terminal, Upstream field and LNG Contracts summary tables.

You are now able to compare multiple outlooks from Demand, Supply, Trade, and Prices dashboards.

In each dashboard, you can choose the datasets from "Forecast" and "Compared to:" menu.

Once selected, the result will be shown.

You can choose to show either Absolute value and Delta between two outlooks from the "Settings" button.

In addition to adjusting the capacity, short-run, and long-run marginal costs of liquefaction projects, you can now move the expected start-year forward and backward in time.

While in Gas & LNG Modelling, click to add an adjustment, then select liquefaction. Use the FID-Status filter to see all pre-FID projects. Select an individual project or aggregate projects with the additional filters. Choose the PushBack attribute type to delay projects and enter the duration to delay. Alternatively, choose the PullForward attribute to move projects ahead of schedule. See the change in liquection capacity in the preview chart.

This adjustment will change the start-up year for a project, but whether or not the project will be utilized that year is determined via the scheduling phase of the model execution.

The new liquefaction lever allows you to adjust costs and capacities for liquefaction projects. You can edit aggregate values or filter down to specific plants and expansions. Short-run marginal costs impact both existing and pre-fid projects, while long-run marginal costs impact only pre-fid projects. Liquefaction capacities can be edited by a percentage, and visualized via the preview chart. Run the model to view the impact on prices and flows.

You can change units via the settings (cogwheel) icon against each chart. Choose units from mcm, bcm, mmf, bcf, mmcfd, and bcfd. Mmtpa will be included in due course.

Switch to the table view to access data underpinning the charts and click the export icon (top right) to download data or charts.

Select between market outlook scenarios to display supply, demand, trade flows and prices from the current and previous market outlooks using the drop-down at the top of the analysis panel.

The cost of US gas supply can now be adjusted in the model by modifying the Henry Hub price, a crucial source of LNG to the global market.

The model outputs will reflect the impact of these changes to the delivered gas prices at global demand regions and changes to regional gas flows.

Find current and proposed LNG regas facilities on the Lens map, to understand import routes for supplying LNG to regional markets. Clicking on a regas terminal provides information on the site: Terminal name, Country, Shipping basin, Port name, Status, Startup date and Partners.

You can now view regional historical (actual) prices from Argus Media and regional forecast prices from Wood Mackenzie via the Prices tab. The dataset exists in a data table at the bottom of the prices section.

This includes over 50 regional price markers including most major traded markers.

Interrogate individual plays and sub-plays that comprise of North American gas supply via the Play level location filters in the filter tray.

The play / sub play chart dropdown available within the Supply section allows users to choose the granularity of data they wish to understand.