As Global Demand Surges, Shell Sees Potential LNG Supply Shortfall

摘要

Royal Dutch Shell is forecasting a possible global LNG supply shortage during the next decade, citing a buyer-supplier mismatch that might be remedied by a major LNG portfolio player like Shell itself. "Based on current demand projections, Shell sees potential for a supply shortage developing in mid-2020's, unless new LNG production project commitments are made soon," the Shell 2018 LNG outlook states, in a sentiment not uncommon among LNG market analysts. Contrary to widespread predictions for a glut, "in 2017, demand for LNG was strong with a clear 'pull' from countries instead of a 'push' of volumes seeking a home," the outlook said.