IIR document
Critical contracting signposts for LNG developers and the peril of industry cyclicality.
Number: 66
Author(s) : NATHAN I.
Summary
Shifting LNG supply agreement appetite revealed challenges for the current project development cycle in 2024, well before new US trade policy set the stage for further erosion of project fundamentals. LNG’s cyclicality increasingly imperils the industry’s future as scarcity undermines the case for imports. LNG abundance, while difficult for sellers at times, may be key to LNG’s longer-term viability, led by advantaged projects.
Available documents
Details
- Original title: Critical contracting signposts for LNG developers and the peril of industry cyclicality.
- Record ID : 30034679
- Languages: English
- Subject: Regulation
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Publication date: 2026/02/05
Links
See other articles from the proceedings (66)
See the conference proceedings
Indexing
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Themes:
LNG and LPG;
Cryology, gas processing: economics and statistics - Keywords: LNG; Cycle; Liquefaction; Gas; Natural gas; Asia; Regulations
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Optionality, flexibility exercise depends on sp...
- Author(s) : PANDEY S.
- Date : 2026/02/05
- Languages : English
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Formats : PowerPoint, PDF
View record
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Market integration and price convergence in the...
- Author(s) : FAZELIYANOVA G.
- Date : 2026/02/05
- Languages : English
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Formats : PowerPoint, PDF
View record
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Optimizing LNG storage for scalable and sustain...
- Author(s) : LIM J., KIM G.
- Date : 2026/02/05
- Languages : English
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Formats : PowerPoint, PDF
View record
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Changing dynamics of project financing, and opt...
- Author(s) : BHARDWAJ M.
- Date : 2026/02/05
- Languages : English
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Formats : PDF
View record
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African liquefied natural gas ("LNG") & fin...
- Author(s) : EARDLEY-TAYLOR P.
- Date : 2026/02/05
- Languages : English
- Source: 21st International Conference & Exhibition on Liquefied Natural Gas (LNG2026)
- Formats : PDF
View record