Energy Intelligence Interactive

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.

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.

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.

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 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.

The breakdown of Saudi-Russian relations has led to the dramatic price war right at a time when coronavirus is decimating demand. The implications stretch across oil and refined product markets, but also other areas including LNG.

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, Global 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, Global LNG Research

Following a year of unprecedented LNG market instability, 2022 will retain elements of short-term volatility—but long-term assumptions are a different story. In this podcast, Energy Intelligence experts Ian Nathan and Michael Sultan tackle implications of market drivers for 2022 and beyond. Hosted by: Michael Sultan, Editor, LNG Intelligence. Panelist: Ian Nathan, Director, Global LNG Research