Shell predicts LNG market tightening

LNG, a strategic safeguard

Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist

A dual-coast LNG strategy

Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG

Cheniere’s disciplined expansion

US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment

The new LNG wave is finally here

Growth in LNG supply will surpass the rise in demand in 2026 for the first time in years, according to Mike Fulwood, senior research fellow at the OIES, but lower prices are likely to encourage fuel switching and could create more demand on a permanent basis

LNG trends in developing economies

Awais Ali Butt, manager for sales and business development at Pakistan LNG Ltd, discusses LNG’s role in energy security across developing, price-sensitive economies, as well as examining trade-offs between buying strategies and the impact of lower prices and policy on import behaviour

LNG remains frontrunner among low-carbon marine fuels

LNG’s technical maturity, availability and price, as well as regulation, have driven its rapid adoption as a marine fuel, yet its future in shipping will depend on transition policies and progress in cutting methane emissions and scaling bio- and synthetic LNG, according to Carlos Guerrero at Bureau Veritas

A new force in US LNG

With Texas LNG approaching financial close, Alaska LNG advancing towards a phased buildout and Magnolia LNG positioned for future optionality, Glenfarne CEO Brendan Duval says the coming year will demonstrate how the company’s more focused, owner-operator approach is reshaping LNG infrastructure development in the North America

Letter from Qatar: Greater purpose and direction for LNG

The global gas industry is no longer on the backfoot, hesitantly justifying the value of its product, but has greater confidence in gas remaining a core part of the global energy mix for decades

LNG steps in as Brazil’s gas boom masks tight marketable supply

With marketable supply unlikely to grow significantly and limited scope for pipeline imports, Brazil is expected to continue relying on LNG to cover supply shortfalls, Ieda Gomes, senior adviser of Brazilian thinktank FGV Energia, tells Petroleum Economist

Eni: Charting a distinct strategy in LNG and beyond

Eni’s chief operating officer for global natural resources, Guido Brusco, takes stock of the company’s key achievements over the past year, and what differentiates its strategy from those of its peers in the LNG sector and beyond

Shell predicts LNG market tightening

The world’s largest LNG portfolio player sees a market rebalancing on the horizon