Can LNG Keep Up? Supply Constraints, Price Signals, and the Road Ahead with Xi Nan

Xi Nan is a Partner at Rystad Energy. Her work spans commodity trading, LNG market entry strategies, and the economics of LNG supply with a particular focus on global gas supply and demand, trade flows, storage dynamics, hub pricing, and the tracking of LNG trades and prices worldwide.

Key questions:

• How confident are you in the outlook for global LNG supply growth over the next three to five years, given current cost, regulatory, and execution risks?
• To what extent are upstream gas availability, shipping constraints, and liquefaction outages constraining effective LNG supply, as opposed to headline nameplate capacity?
• How do improvements in gas storage, renewable energy deployment, and pipeline diversification shape Europe’s medium-term outlook for LNG demand?