Outlook 2025: The LNG market – stuck in the middle
With substantial volumes of liquefaction capacity on the horizon and buyers holding more of the cards, the LNG market is evolving in unpredictable ways
The LNG market is undergoing radical change. At the highest level, the risk has gone from buyers trying to secure accessible supply at a low enough price to sellers finding accessible demand at a high enough price to justify the trade. Gone are the days when a limited number of LNG producers held most of the cards in a game with potential buyers facing limited alternatives. Not only are more LNG suppliers entering the market each year, options such as renewable energy or even coal also offer viable alternatives depending on the priorities—ranging from pollution control to bearable price—of the buyer. As a result, the underlying structure of the LNG market will be changing drastically by the

Also in this section
7 February 2025
The history of tin production and prices offers a preview of the future oil market. If correct, $35/bl could become the new normal for crude for several years without further OPEC+ intervention
7 February 2025
Changing oil demand patterns mean different downstream economics amid switch to naphtha, LPG and other petrochemicals
6 February 2025
Policy initiatives will take time to reverse declining output, and restoring investor confidence is far from certain
6 February 2025
This premier event is poised to address the evolving technology and investment demands of North America’s thriving chemical and pharmaceutical sectors