LNG demand growth hinges on Asia
Asia to dominate demand growth The supply side of the equation is relatively easy to forecast, given the visible pipeline of projects. However, demand is a lot more difficult to forecast. This is particularly due to the current energy transition, and the differing paths that countries may take to finally reach their ambitious targets. Similar to the pipeline of LNG export projects, we could look at the pipeline of projects for regasification units at destination. Clearly, this is not a guarantee of strong demand. For example, in Europe, there has ...
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