Gas sector investors must hold their nerve
Heightened geopolitical, climate and transition risks must not drown out need for investment to meet long-term demand growth, warns the International Gas Union
Investors in the global gas and LNG sectors must look past “prevailing uncertainties” such as geopolitics and stay focused on the expected structural growth in global energy demand through the end of this decade. Indecision over targeted investment in supply, infrastructure and storage could leave the global energy system exposed to a destabilising supply crunch as early as 2030, as power demand surges on the back of growth in AI datacentres and air-conditioning. That was the key message from the International Gas Union (IGU), in its Global Gas Report 2025, published in mid-September together with Italian transmission system operator Snam and consultancy Rystad Energy. "There
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