Navigating LNG Upheaval: Prices, Projects & Trade

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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?