US–China LNG trade tariffs: scenarios and global market impacts to 2030
November 13, 2025
A key conclusion by the authors is that if gas is to remain a major fuel in a rapidly decarbonising world, then the industry needs to invest in an enormous amount of CCS. The alternative is rapid decline. In all three of the energy transition scenarios, global gas demand will not peak at less than 4,300 bcm or earlier than […]
