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LNG / Natural Gas

The natural gas and LNG (liquified natural gas) market spiked into global significance after Russia’s invasion of Ukraine and the subsequent restrictions on exports.

Since 2022, the LNG market has seen historic volatility, as the US became the world’s largest exporter of LNG, Qatar invest billions, and Europe and Asia compete over prices.

Prices have fallen since the highs of the invasion, but the scale of the logistical challenges and investment opportunities are still only just taking shape.

Our latest in-depth analysis on natural gas / LNG:

America sets sails to meet global LNG demand
Overhauling the global gas network

Stay ahead of the market with our regular investment insights into natural gas / LNG:

The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...
Natural Gas production hits monthly record highs in US Permian basin
Natural gas production from largest shale field in the US, the Permian basin in Texas and New Mexico, has climbed...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...
Natural Gas production hits monthly record highs in US Permian basin
Natural gas production from largest shale field in the US, the Permian basin in Texas and New Mexico, has climbed...

Latest Market Analysis:

Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
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Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
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The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
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Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
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What would “Peak Green” mean for commodity investors
What does de-dollarization mean for commodity investors?
The AI Revolution in Mining: Opportunities and Risks
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US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
Can America’s old copper mines meet this century’s copper demand?
Stellar electric vehicle sales keep focus on tight metal markets
The emerging lithium powerhouse you never heard of
The great Gold Rush of 2023
Unlocking the opportunity in mining permits
Navigating commodity investing in a recession
The year the energy transition began
What the end of zero-Covid in China means for commodities
The road out of the global diesel crisis
Uranium market at start of 10-year bull run
Nickel’s environmental challenge offers opportunity for the West
Nickel needs to start small to go big
Why the markets are no longer in control
One thing investors need to know before investing in Africa
Markets are too comfortable with the supply of nickel
Copper demand set to electrify prices
Aluminium supply shutting down as demand set to rise
The new American century
America sets sails to meet global LNG demand
Agtech is the future of the fertilizer industry
Semiconductors are going global
Predicting Climate Change disasters with Artificial intelligence
What deglobalization means for green metals

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Apr 22, 2024
Artificial Intelligence and the next critical mineral supercycle
Apr 16, 2024
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
Apr 15, 2024
New mines take nearly 18 years to build in 2020-23

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