Outlook 2025: Let us not waste time dwelling on diverging gas views
Supporters of the LNG industry need to concentrate on the areas with the most potential before the sector runs out of time to make its mark
For an industry that takes a long time to get things done, LNG proponents need to shift their focus away from things that may not be worth the effort and dedicate more time to things that will benefit the sector in the long run as well as in the energy transition. Time is running out for the gas industry to strike and make its mark. The global LNG market is on the brink of a state of oversupply, with BloombergNEF projecting that this is set to emerge in 2027. Prices will fall and so will revenue for LNG producers. What must be done after 2030 will come down to how much demand can be unlocked with low prices. Time is also running out for gas to figure out its role in the energy transition. Th
Also in this section
19 March 2026
The regional crisis highlights the undervalued role of fixed pipelines in the age of tanker flexibility
18 March 2026
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
18 March 2026
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
17 March 2026
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny
