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
17 July 2025
US downstream sector in key state feels the pain of high costs, an environmental squeeze and the effects of broader market trends
16 July 2025
Crude quality issues are an often understated risk to energy security, highlighted by problems at a key US refinery
15 July 2025
Government consultations on the windfall tax and the exploration licence ban are positive steps, but it is unclear how long it will take for them to yield tangible outcomes
15 July 2025
A brutally honest picture about the potential role of oil and gas in 2050 should prompt policymakers to not only reflect but also change course to meet vital energy needs