Insight

Changing LNG corporate landscape

This report is currently unavailable

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

Global LNG is entering a period of oversupply and the consolidation of Shell and BG's LNG portfolios offers the potential for cost savings through optimisation. However, other trends are impacting LNG suppliers, including the growing call from buyers for portfolio supply and a structural shift in the global cost curve. We explore the corporate implications of these trends on the largest LNG suppliers leading global LNG development – Shell, BG, ExxonMobil, BP, Total and Chevron.

Table of contents

  • Executive Summary
  • External market is reshaping corporate LNG supply
  • How are the largest IOC LNG suppliers positioned?
  • Conclusions

Tables and charts

This report includes 4 images and tables including:

  • Corporate impact of LNG
  • LNG portfolio – size vs uncommitted volume (2020)
  • LNG upstream feedgas growth (2025:2015)
  • Pre-FID LNG supply options (post 2020)

What's included

This report contains:

  • Document

    Changing LNG corporate landscape

    PDF 921.66 KB