Critical Trends: Mideast Gulf War Edition

In our latest Critical Trends reports, Energy Intelligence updates the expectations for gas and LNG prices that have evolved since early March in line with Mideast Gulf developments, with an eye on pricing dynamics akin to those encountered during the 2022 Russia crisis. In considering implications for long-term LNG demand, we also revisit the assumptions that have underpinned our outlook. On the supply side, we employ our proprietary project risk development framework to evaluate headwinds for advancing LNG ventures – even as current upheaval provides tailwinds. Finally, we have included our latest outlook for liquefaction capacity expected to reach FID this year.