Insight
LNG: 2025 in review
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
2025 marked a transformational year for global LNG markets, defined by surging supply, divergent regional demand, record investment decisions, and unprecedented corporate consolidation. In this report, we exam the key drivers and implications of an evolving LNG landscape.
Table of contents
- A breakout year for supply
- Asian demand retreats as Europe steps forward
- Gas & LNG prices: volatility and geopolitical shocks
- Seismic US regulatory shifts
- Continued geopolitical tussling
- The US puts its foot on the gas
- Brent-linked deals
- North American deals
- Main players’ LNG strategy
- Emerging players
- Mandates fuel US LNG investment
- Regas acquisitions
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
-
Global LNG exports by yearGlobal LNG imports by yearLNG and gas pricesCapacity of LNG projects taking FIDSpot charter rates
What's included
This report contains:
Other reports you may be interested in
Insight
Carbon policy: 2025 in review
2025 saw shifting dynamics in global carbon policy with momentum switching from transition optimism to policy pragmatism
$1,150
Insight
Zinc smelter costs: Key companies review - Q4 2025
Comparison of key zinc smelting companies' production, cost competitiveness and CO2 emissions.
$1,050
Insight
Value-in-use iron ore costs Q4 2025
Q4 2025 iron ore value-in-use adjusted costs are up 1.1% compared to last quarter, and margins remain at 42% in Q4 2025.
$5,000
