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Global LNG demand is expected to grow by around 65% by 2050, with Shell forecasting 660–710 mtpa by 2040 and 610–780 mtpa by 2050. Although the latest outlook is slightly more conservative than the company’s earlier projection of around 650 mtpa by 2040, it continues to highlight robust long-term demand growth led by Asia. Global LNG demand is forecast to remain on a long-term growth path, […]
China LNG imports are expected to remain under pressure as weak industrial demand, high storage levels and greater reliance on pipeline supplies reduce the need for spot cargoes. This monthly China energy market review also examines LNG re-sales, changing import patterns and the impact of Middle East supply disruptions on China’s gas strategy. China LNG imports declined sharply in April, with […]
LNG methane emissions continue to shape policy, investment and corporate strategies across the global gas industry. This monthly briefing highlights the latest regulatory developments, methane monitoring initiatives and emissions reduction efforts, alongside notable progress by LNG producers and exporters. It also covers methane monitoring and emissions management progress, including Indonesia’s work on online reporting systems and Shell receiving MiQ’s highest methane […]
Australian LNG producers are at the centre of an increasingly heated debate over domestic gas reservation and energy security. This presentation examines Australia’s proposed reservation scheme, its potential impact on domestic gas supply and prices, and why additional investment in production and infrastructure will remain essential. The presentation highlights that Western Australia has the largest state-level domestic and LNG gas demand, […]
Global LNG market developments in June 2026 were shaped by continued production growth in North America and Africa, alongside expanding LNG demand across Asia and South Africa. This monthly review also highlights major project milestones, long-term supply agreements and infrastructure investments that continue to reshape the global LNG industry. The Global LNG market continued to evolve in June 2026 as both […]
U.S. LNG exports reached 537.9 Bcf in April 2026, up 20% from a year earlier despite a modest month-on-month decline. This monthly statistical report tracks U.S. natural gas imports and exports, highlighting export volumes, destination markets, terminal activity and trade flows across the global LNG market. Although export volumes declined by 6.2% from March, they remained 20.0% higher than April 2025, […]
US natural gas markets are entering a period of rising demand growth as LNG export capacity expands and data-centre power requirements increase. This latest Energy Slideshow provides a snapshot of the key trends shaping US gas supply, prices and broader energy markets. The presentation highlights a range of factors influencing US energy markets, including natural gas production trends, Henry Hub […]
The EU Methane Regulation has become a major talking point across global gas and LNG markets, with some industry participants warning of potential impacts on supply security and prices. This report evaluates those concerns against the backdrop of Middle East market disruption and concludes that current market pressures are being driven primarily by geopolitical factors rather than methane compliance requirements. […]
The global gas market remains shaped by a combination of geopolitical developments, shifting trade flows and changing regional demand patterns. As buyers and suppliers respond to evolving market conditions, attention remains focused on gas production, LNG availability, storage trends and energy prices. Across major consuming regions, supply security and market flexibility continue to drive decision-making. LNG trade flows, production growth […]