Insight
Global Gas and LNG: 5 things to look for in 2025
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Report summary
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 on January 20, 2025. 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 market evolve? 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? In this insight, we highlight five things we'll be watching closely - and offer our predictions.
Table of contents
- 1) New FIDs for US LNG projects will come more slowly than the Trump administration might hope
- 2) An eventual peace agreement between Russia and Ukraine will unlikely result in more Russian pipeline gas to Europe
- 3) All eyes will be on the US gas market
- 4) High prices will limit LNG demand growth in Asia
- 5) Limited clarity will emerge on how the EU methane regulation will be framed
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