Understanding the value of an LNG portfolio
In an ever more complex global market, evolving LNG actors face a challenge in valuing what they have and choosing their next steps
Global LNG demand has been growing at a double-digit pace, c.10pc/yr since 2016. And the LNG market’s commercial evolution has accelerated in parallel, driven by new and more flexible sources of supply on one side and less passive buyers on the other. Market development has also been supported by new players, improving liquidity and a transition to shorter and more flexible contracting. As the market matures, substantial value creation opportunities are emerging. These opportunities are reflected in the evolution of LNG market players. Large producers such as Shell, BP and Total are expanding their value-chain presence. Trading focused intermediaries including Gunvor, Vitol and Trafigura ar
Also in this section
16 January 2026
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
16 January 2026
The global maritime oil transport sector enters 2026 facing a rare convergence of crude oversupply, record newbuild deliveries and the potential easing of several geopolitical disruptions that have shaped trade flows since 2022
15 January 2026
Rebuilding industry, energy dominance and lower energy costs are key goals that remain at odds in 2026
14 January 2026
Chavez’s socialist reforms boosted state control but pushed knowledge and capital out of the sector, opening the way for the US shale revolution
