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
27 June 2025
Gas-on-gas competition pricing has grown its share of consumption significantly over the past two decades, primarily at the expense of oil-price-escalation pricing, according to the IGU
27 June 2025
Dire crude projections and heavy debt burden are weighing heavily on NOC Pemex
27 June 2025
TotalEnergies’ delayed FID for its Venus project will likely set back first oil, but Windhoek has other irons in the fire
26 June 2025
ExxonMobil and Eni offer hope for projects as sector looks to get to grips with cost overruns and delays
