China’s electrotech challenges the global LNG wave
December 4, 2025
This study analyzes Shell’s bullish outlook for future LNG demand, which exceeds all the International Energy Agency’s global LNG forecasts, and finds that it is significantly underestimating competition from renewables. The authors have modeled Shell’s LNG market position and found that it has built an unprecedented LNG long position relative to its peers that exposes the company to financial risk […]
