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Critical Minerals and Energy Intelligence. Stay Ahead.

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...

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Apr 16, 2025
Why gold will surpass $30,000 in the years ahead – what to expect after the tariffs (Guest Post by Simon Marcotte)
Apr 15, 2025
Trump launches national security investigation into foreign-controlled critical mineral imports
Apr 14, 2025
Are we in a critical mineral bull market?

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