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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
Explainer: How the EU will wean itself off Russian gas
Questions remain about how the phase-out will be implemented and enforced in practice
Mideast states power up their gas priorities
Saudi Arabia, the UAE and Qatar are ploughing resources into gas—with a growing eye on facilitating domestic use in power and value-added sectors
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
MENA's gas metamorphosis
Across the Middle East and North Africa, gas is taking an enhanced role in helping build out economies that need to diversify away from crude oil dependence
ADNOC’s Australia avoidance
The Middle East NOC’s decision to exit Santos signals changing rules for Australian gas investors
Fear and loathing in US LNG buildout
Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions
India’s LNG falling short
More needs to be done to meet the government’s ambitious targets for gas
Chevron’s Wheatstone LNG facility
Australia LNG
Simon Ferrie
27 October 2023
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Chevron Australia averts renewed strikes

But the gas markets remain jittery amid a range of other risk factors

Chevron and an alliance of unions have reached a deal that averts renewed industrial action at the major’s Australian LNG facilities. But even with the strike cancelled, recent price movements once again highlight the globally interconnected nature of the gas market since Russia’s invasion of Ukraine. Members of the Offshore Alliance (OA)—which brings together the Australian Workers' Union and the Maritime Union of Australia—voted on 18 October to suspend planned strikes, which followed a previous round of industrial action back in September. And OA members subsequently opted to vote in favour of new Enterprise Agreements covering employment rights and conditions, which the alliance said wil

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