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
29 April 2024
Although recent, firmer gas prices have blunted some price-sensitive demand, the overall growth outlook remains robust
26 April 2024
While the US has been breaking records for its premium grade crude, there are doubts over whether you can have too much of a good thing
26 April 2024
Slowing demand growth and capacity expansions will squeeze refiners in coming years
25 April 2024
Some companies with assets in Israel have turned towards Egypt as tensions escalate, but others are holding firm despite rising tensions