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 markets: 2025 in review
Key developments that reshaped carbon markets in 2025 across compliance regimes and carbon offset markets
$1,250
Insight
Unpacking the EU Emissions Trading System (EU ETS) review
This insight analyses the EU ETS review proposal on 17 July 2026 that sets the framework for Phase 5 of the system covering 2031 to 2040
$1,250
Asset Report
Bontang LNG - Commercial Overview
The Bontang LNG project in East Kalimantan, Indonesia, is one of the world's largest liquefaction facilities, with eight processing ...
$2,700
