Gas and LNG: predictions for 2025

As the market grapples with tight fundamentals and the risk of further Russian supply disruptions as the Ukraine transit deal expires, what does 2025 hold for the global gas and LNG industry?

One focal point for 2025 will undoubtedly be the US. Much of what will happen in the global gas and LNG industry hinges on decisions that President-elect Trump will take as he enters office.

Trump has for instance pledged to lift the Biden administration’s pause on approvals for new LNG projects on his first day in office, and has promised to ensure the US leads the AI revolution, roll back Biden-era emission regulations for power plants and limit tax incentives for renewable power.

So, what’s our view? How will these themes – and more – play out in 2025? Drawing on unique insight from Lens Gas & LNG, our experts have tackled the key questions we believe will shape the gas and LNG world in the year ahead.

This includes:

• Will we see a new wave of US LNG investments?
• Will the war in Ukraine end, facilitating a return of more Russian gas to Europe?
• How will the US gas market evolve?
• How strongly will Asian LNG demand grow?
• Will more clarity emerge on the EU methane regulation?

For our analysis and predictions, fill in the form at the top of the page to get your complimentary copy of Global gas and LNG: 5 things to look out for in 2025.