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Outlook 2026: LNG markets and the overhang
A third wave of LNG supply is coming, and with it a likely oversupply of the fuel by 2028
Outlook 2026: The geopolitical weaponisation of LNG
Global gas markets are being reshaped by politics as much as by gas prices and fundamentals. From Washington to Doha, Brussels and Beijing, LNG has become a strategic weapon as much as a commodity
Outlook 2026: LNG’s Pacific FID race heats up – Ramp-ups, rejuvenations and restarts
The US Gulf dominated investment decisions this year, but Asian importers’ concerns over supplier diversity mean the focus is shifting
Outlook 2026: South America’s oil growth story masks hidden risks
Brazil, Guyana and Argentina to lead additional crude supply increases, but the rest of the region remains patchy
Brazil could be an energy trailblazer
The oil powerhouse will not just join the top five crude exporters in the coming years, it may be a model for how petrostates balance growth, policy and sustainability
Gas should fare better than oil under Canada’s new regime
The new federal government appears far more supportive of oil and gas than former prime minister Justin Trudeau’s climate-focused administration, but the prospects look better for the latter hydrocarbon
Accelerating MENA’s gas transformation
Gas has become a pillar of MENA economies and a catalyst for development strategies, fostering cooperation and creating new paths for economic diversification. Continued progress will require substantial investment and adapted regulations
Explainer: How the EU will wean itself off Russian gas
Questions remain about how the phase-out will be implemented and enforced in practice
Gas storage to grow more critical in energy transition – IGU
The International Gas Union calls for a ‘whole-system’ approach, combining planning of gas, electricity and hydrogen networks to ensure energy systems remain flexible and resilient during the transition
Shell offshore deal signals Nigerian gas coming of age
FID on the HI development suggests the country’s chronically under-exploited gas reserves are beginning to be properly exploited
Brazil Gas LNG
Charles Waine
21 July 2020
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Tapping Brazil’s natural gas potential

Argentina’s Galileo aims to tackle the country’s lack of pipeline capacity through road tankers

Brazil’s natural gas sector is poised for profound change.  After years of intense focus on the country’s enormous pre-salt oil reserves, the government is finally shifting its efforts towards the domestic gas market. State energy firm Petrobras has been tasked with leading the vanguard for change. The Brazilian company is in the process of radically shedding its gas portfolio, the result of an anti-competitiveness probe last year, a measure further supported by a raft of government reforms aimed at greater market participation and investment. But while Petrobras’ pipeline and infrastructure sales are among the highest-profile opportunities, international investors are already turning their

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A third wave of LNG supply is coming, and with it a likely oversupply of the fuel by 2028
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