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LNG market access and EU climate measures illustrated by an EU flag and regulations notebook

LNG market access and investment concerns shape exporters’ position on EU climate measures

LNG market access, long-term contracts and investment predictability are central to exporters’ concerns about EU climate measures. Requirements for emissions measurement, verification and supply-chain information create challenges across gas production and trading arrangements. The Gas Exporting Countries Forum argues that unclear compliance conditions could discourage investment and make alternative destinations more attractive for supplies otherwise directed to Europe. Why we […]

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Natural gas production and consumption by region in DNV Energy Transition Outlook 2026

Natural gas retains a long-term role as the energy transition reshapes demand and trade

Natural gas retains a substantial role in the energy transition, even as global demand is projected to peak around 2035. Renewables and electrification reduce consumption in some markets, while gas continues to replace coal and oil in others. Expanding US LNG capacity and diverging regional import needs reshape trade and the markets available to exporters. Why we chose this report: […]

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LNG Canada ownership divestments: original stakes and sold or potential stake sales

LNG Canada Phase 2 faces a different investment landscape as costs and supply competition rise

LNG Canada Phase 2 aims to double the Kitimat facility’s export capacity to approximately 28 million tonnes annually, but its investment conditions differ from those of the first phase. Higher construction and financing costs, additional feedgas requirements and potential ownership changes complicate the expansion. New competing export capacity also raises questions about the market conditions the project will face. Why […]

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Gulf data centre energy demand: forecast growth in GCC data centre capacity by city

Gulf data centre energy demand raises gas supply and power infrastructure challenges

Gulf data centre energy demand is set to grow as Saudi Arabia, the UAE and Qatar pursue ambitious AI and cloud computing programmes. Meeting this demand will require coordinated investment in electricity generation, grids and gas supply, alongside renewables, batteries and more efficient cooling. The pace of construction creates a planning challenge: energy infrastructure must be ready to serve new […]

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