Evolving LNG business models for a new procurement era
Introduction
In recent years, global gas and LNG markets have experienced significant volatility, particularly due to Russia’s invasion of Ukraine, reshaping the LNG market landscape. Buyers incorporate flexibility into their portfolios, while producers recognise the value of adjusting contract terms.
Contracting may evolve to allow more flexible shipping, shorter terms, and creative pricing, giving rise to new financing models. It’s crucial for the industry to anticipate ongoing disruptions and consider how LNG business models will evolve through 2025/26.
This Leadership Roundtable discussion explored how new models can help mitigate the accessibility and affordability risks to energy security, ensuring that LNG remains a reliable fuel throughout the energy transition.