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Our Take: Shell’s Shift Reflects Evolving LNG Path

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The Western majors remain bullish on LNG despite emissions and affordability concerns. But capital discipline-led budgetary pressures and evolving strategic priorities are further honing how the majors contemplate go-forward LNG investments. Shell’s LNG update this week provides key clues.

Topics:
LNG Projects, LNG Forecasts, Corporate Strategy , Capital Spending
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