Global LNG analysis report 2023 – Part 4
The fourth and final part of this deep-dive analysis looks at LNG projects planned or underway across the Americas
Global gas demand is being by short-term and long-term factors including the energy transition and the war in Ukraine. The first three parts of this report covered liquefaction and regasification projects in Africa, the Middle East, Asia and Europe. This fourth instalment examines North and Central/South Americas. Most notably within the region, the US has transformed itself from being an importer of gas around a decade ago to being the largest supplier of LNG in the world. North of the border, Canada has had less success in progressing its projects, with only a small number likely to push ahead to completion. Meanwhile, in Central and South America, Mexico remains the most significant count
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Rising LNG exports and AI-driven power demand have raised concerns that US gas prices could climb sharply, but analysts say abundant shale supply and continued productivity gains should keep Henry Hub within a range that preserves the competitiveness of US LNG
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Risks of shortages in oil products may cause world leaders to panic and make mistakes instead of letting the market do what it does best
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The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny






