LNG: The New Wave

Michael Stoppard argues that LNG is entering a new phase of growth, with rising global demand, more importing countries and a fresh wave of investment across new regions and project types. The article highlights Qatar, Australia and the United States as leading suppliers, with Russia and Mozambique emerging, while also noting a shift towards more flexible trading models, including spot trading and aggregators. The key challenge, he suggests, is no longer demand, but whether the industry can develop new capacity quickly, efficiently and collaboratively without repeating past cost overruns and delays.