Energy Intelligence Interactive

Oil and gas markets have been fundamentally reshaped by the Ukraine war, with sweeping sanctions, new trade flows and the emergence of a parallel market in Russian oil. What should markets expect this year and are these changes permanent?

Energy markets face another tumultuous year in 2023 as intense global geopolitics combine with economic, climate and pandemic pressures.

The LNG market is on the boil. The post-pandemic recovery inflated prices and stretched supplies. The Russia-Ukraine crisis added to those pressures and sent a flood of cargoes to Europe. And the energy transition continues to buffet the longer-term trajectory. Faced with these intense pressures, how should LNG players position themselves? How will evolving European gas requirements reshape LNG trade this decade? Will US LNG remain central to European and global gas demand? Does the scramble for energy security compromise decarbonization goals?

Russia's invasion of Ukraine has roiled oil, gas and broader commodity markets, sending prices higher and unleashing intense volatility. Will this get worse or better? How high will prices go? How long will the turbulence last?

2022 promises to be an action-packed year for the energy industry.

Volatility has been front-and-center in the LNG trade, from rock-bottom prices and cargo cancellations to record highs and scarce volumes—all within a few months. Now, with a post-pandemic world and new energy landscape on the horizon, our latest LNG supply/demand outlook combs through the drivers and evaluates the medium and long-term implications for buyers and sellers.

Challenges for the LNG trade will not disappear when the Covid-19 and oil market crises pass. Our latest outlook indicates both considerable demand and supply growth, but even greater potential that may never be met as multiple headwinds weigh on the market.

The worldwide LNG market continues to weather the coronavirus crisis and a difficult macro backdrop. We see conditions starting to improve next year, with medium-term demand growth prospects still intact, according to our newly extended outlook through 2035. The coming years could also see the supply curve shift if projects are delayed and rethought as developers face multiple headwinds.

The LNG market was weakening on the eve of 2020. The coronavirus crisis and oil market collapse added new challenges for which there is no historic precedent. Now, with this downturn, there is even more on the line for LNG stakeholders as energy transition pressures beckon.

In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What does a wartime energy policy look like?”Hosted by: Michael Sultan, Editor, LNG Intelligence. Panelist: Ian Nathan, Director, Gas and LNG Research

In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What Does Europe Want?” as the continent wrestles with energy security and environmental concerns. Hosted by: Michael Sultan, Editor, LNG Intelligence. Panelist: Ian Nathan, Director, Gas and LNG Research

As the war in Ukraine continues, Europe is scrambling to reduce the use of Russian gas. What can Europe do? What can’t Europe do? And what are the global implications of the conflict for LNG prices and projects? In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore these questions. Hosted by: Michael Sultan, Editor, LNG Intelligence. Panelist: Ian Nathan, Director, Gas and LNG Research