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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.