From Nasdaq: 2025-05-26 05:34:00

Shell plc predicts that traditional LNG exporters like Indonesia, Malaysia, and Algeria may become net importers due to rising domestic demand and falling production. This shift is expected to add 50 million metric tons of new LNG demand by 2040, easing oversupply concerns in the industry. Egypt has already made this transition, securing LNG deals worth $3 billion.

Shell forecasts a 60% surge in global LNG demand by 2040, with Asia driving growth. While some producers warn of an LNG glut in 2027-2028, Shell anticipates a gradual rollout of new capacity due to delays from COVID, supply chain bottlenecks, and labor shortages. Asia’s demand is price-sensitive, with recent price drops leading to increased purchases.

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