Global LNG Demand Could Surge 65% by 2050, Shell Outlook Shows

IndustryGeopolitics
โดย The Motley Fool·Read original
Summary · why it matters

Global liquefied natural gas demand is projected to surge 65% by 2050, adding 700 million tons annually from 2025 levels, according to Shell's LNG Outlook 2026. The global LNG market is also expected to grow at a compound annual rate of 7.1% from this year through 2035. China's LNG imports have risen 258% since 2016, and the number of LNG-importing countries increased to 49 from 36 over that period. ExxonMobil is investing in four large-scale LNG projects and expects to double its LNG portfolio by 2030 from 2020 levels, potentially boosting output by 40 million metric tons annually. Cheniere Energy, the largest domestic LNG producer, generated 1.67 billion dollars in distributable cash flow in the first quarter and raised its 2026 forecast to between 4.75 billion and 5.25 billion dollars. Energy Transfer, a major midstream operator, posted first-quarter natural gas liquids and refining EBITDA growth of 185 million dollars and offers a 7.1% dividend yield.

Impact on stocks 6

Energy Transition & Power Demand▲ · 4 stocks
Shell plc
SHEL
▲ PositiveDemandrelevance

Shell's own LNG Outlook projects 65% demand surge by 2050, directly benefiting Shell as a major LNG player.

Cheniere Energy Inc
LNG
▲ PositiveDemandrelevance

Cheniere Energy, the largest domestic LNG producer, is directly mentioned with strong cash flow and raised forecast, benefiting from surging LNG demand.

Exxon Mobil Corp
XOM
▲ PositiveDemandrelevance

ExxonMobil is investing in four large-scale LNG projects and expects to double its LNG portfolio by 2030, benefiting from projected demand growth.

Energy Transfer LP
ET
▲ PositiveDemandrelevance

Energy Transfer, a major midstream operator, benefits from growing LNG demand as it transports natural gas.

Energy▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks

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