Coal and LNG imports are highly dependent on developed countries (81% for coal and 50% for LNG). There are concerns that policies have been introduced in the US and Australia that placed restrictions on the development and export of domestic fossil resources reflecting domestic interest in climate change issues which may pose a challenge to market stabilisation The outlook for […]
The Trump administration could deliver higher LNG supply to global markets by reducing regulatory hurdles and promoting infrastructure development, which could reduce European gas prices (and thus power prices) by over -15%. An estimated 90 million tons per annum MTP of projects are awaiting export approvals and more than 130 MPA are expected to go live by the end of […]
The outlook for the global LNG market will continue to shift as governments seek to balance energy transition considerations against varying levels of exposure to global energy markets and the underlying geopolitics. Overall, demand will grow as countries capitalize on optimizing cost and efficiency within their respective mixes. By 2034 the forecast projects that demand will hit 587.9 MMt globally, […]
Just like oil, coal and the rest of them, LNG is a climate-wrecking fossil hydrocarbon that when burned produces large amounts of carbon dioxide. Despite what certain industry sectors – eg some cruise companies – are fond of saying, LNG appears not to be the solution to shipping’s decarbonisation problem. Yes, LNG produces moderately less carbon dioxide when burned than the […]
Incoming US president Donald Trump is set to usher in a “golden era” for global LNG markets, with Europe a...
The Northeast Asian assessed spot LNG price JKM for last week (18 – 22 November) rose to mid-USD 15s on...
Henry Hub gas prices soared by more than 9% yesterday (November 25) to a year-high of $3.4/mmbtu, with Thanksgiving expected...
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