LNG

Suspension of nearly 10.2 mtpa of Qatari LNG supply to Asia is forcing utility buyers to switch to coal, with an additional 150 million tonnes of consumption projected through 2030, roughly half of which in 2026 alone. The driver is a supply gap, not green policies, RystadEnergy said, anticipating an LNG shortfall of 35 million tons (Mt) this year.

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