Don't let the near-term LNG glut derail long-term investment discipline

Demand will be high, so the next wave of LNG projects must not be the last

Vandana Hari

June 20, 2025 17:05 JST

The France-flagged LNG Adventure departs from Freeport, Texas, in the U.S., as a child plays at Surfside Beach on July 28, 2023. U.S. shale is in retreat. © Reuters

Vandana Hari is founder of Vanda Insights, a Singapore-based global energy market intelligence provider.

The global gas market is navigating a complex intersection of short-term volatility and long-term structural shifts. For policymakers and industry leaders, the risk is not just misreading near-term noise, but losing sight of the enduring signals demanding sustained investment in LNG infrastructure and supply.