The future of LNG exports

I participated at FLAME 2024, Europe’s lead natural gas conference, in Amsterdam end April. The theme of the conference was ‘Navigating the energy trilemma’ and LNG featured prominently.

A key question was that with the next wave of US and Qatar LNG supply ramping up from 2026 and energy transition being prioritized, is there a future for new LNG projects beyond what is already in the pipeline? Climate advocates project to a declining gas demand globally beyond 2030. But is that correct?