LNG Insights: Supply, Demand, & Investments

As global energy demand surges and electrification accelerates, LNG is playing a central role in shaping energy security and market strategy. In this episode of Navigating the Currents of Change, IIR’s Shane Mullins and Jesus Davis join host Shaheen Chohan to break down key trends impacting LNG project development in 2025 and beyond.

Topics include:

• U.S. LNG liquefaction capacity and FID activity
• Tariff impacts and permitting challenges
• The role of China, Europe, and emerging Asian markets
• Long-term contract strategies and certified low-emissions gas
• Regasification infrastructure and global market expansion

With over $100B in regasification projects and shifting geopolitical dynamics, the LNG sector remains a hotbed of opportunity and risk. This discussion is a must-listen for anyone tracking natural gas markets, project spending, or global trade flows.