M&A and NOCs to change LNG world
Portfolio players and vertically integrated firms are transforming the way the industry operates
The global LNG industry is changing rapidly as a result of consolidation and the creation of new business models. Under Chatham House rules—where speakers cannot be identified—law firm Shearman & Sterling and Petroleum Economist co-hosted an event on the subject to celebrate the launch of a related new report, around the Houston Gastech conference. Attendees heard: On M&A It will continue due to the economic “law of gravity”. Capital is directed towards producing high priced fuels while consumers rush to buy ones with the lowest price. “This creates mean reversion and momentum that carries prices for a few years. Some will make mistakes and the happy ones will want to consolidate the
Also in this section
2 June 2025
More than anything else, weak Chinese gas demand is providing relief to EU consumers, but it is uncertain how long this relief will last
30 May 2025
Energy majors argue transition debate has started to factor in the complexities of demand shifts and the wider role for gas
29 May 2025
Sovereignty is the watchword for the new government, but there are still upstream opportunities for those willing to work closely with the state
29 May 2025
A cautious approach to coal-to-gas switching offers lessons to others who are looking to balance cost with cleaner energy
