Shell believes net-zero pledges will deepen LNG demand
LNG’s buoyant brave new world
The industry’s big players remain optimistic despite the headwinds of the last two years
The LNG industry has long had a propensity to spring surprises. But perhaps the biggest surprise today is how optimistic industry players remain about their future, despite 2020’s acceleration of the transition to a net-zero greenhouse gas (GHG) emissions world, a pandemic-induced collapse in capital investment, unprecedented price volatility, growing buyer concern about LNG’s carbon intensity, and a slow-down in commoditisation of LNG trading. Recent weeks have seen Shell and the Gas Exporting Countries Forum (GECF) publish their annual long-term gas and LNG outlooks, as well as the CeraWeek conference. The consensus has been clear: the industry will continue to adapt to whatever challenges
Also in this section
8 January 2026
Indonesia and Malaysia are at the dawn of breathtaking digital capabilities. Their energy infrastructure must keep up with their ambitions
8 January 2026
The next five years will be critical for the North Sea, and it will be policy not geology that will decide the basin’s future
8 January 2026
The region’s access to versatile feedstock, combined with policy support, is setting it up to meet growing demand both at home and abroad
7 January 2026
No longer can the energy source be considered a sidekick to oil in the Middle East and neither should it step aside for less convincing alternatives
