A tumultuous 2025, a looming LNG supply glut and plummeting prices are re-shaping the investment prospects for the global LNG business. But short-term turmoil belies robust fundamentals, with the long-term outlook brighter than it was six months ago.
Gas Strategies published its LNG Outlook 2025 just as Donald Trump was being inaugurated as the 47th POTUS. In the six months since he returned to the White House, US President Donald Trump has dominated headlines around the world.
Our Mid-Year Focus 2025 picks up where our LNG Outlook 2025 left off.
The energy industry, in the thick of it, is having to contend with unusual degrees of volatility and uncertainty. This applies especially to LNG – an integrated global business, high in value but also high in risk, susceptible not just to tariffs per se but also their inflationary impact. How should investors, financiers, producers, sellers and buyers be responding?
Out of the 180 mtpa of LNG capacity currently under construction, up to 110 mtpa is being underpinned by companies with no gas consumption of their own.
Stay ahead of the turbulence reshaping the LNG business.
