"The LNG and Natural Gas Infrastructure Industry across Asia-Pacific is undergoing deep structural changes which are expected to fully play out in coming years. The recent oil price war, excess LNG capacity and falling global demand due to COVID-19 is fast tracking a major period of rapid transition. The industry can expect a disruption of the traditional resource-based ownership model."
This is one of the main findings of our industry insight report on The Future of LNG and Natural Gas Infrastructure which sought the views of general counsel and executives across the Asia-Pacific region.
As leading global energy specialists, our Ashurst team members are well placed to assist clients understand emerging trends and industry dynamics to access new growth opportunities across the energy sector, for both industry players and investors.
Our findings and analysis reveal these key insights:
- Despite current challenges the broader outlook for natural gas and LNG infrastructure is buoyant
- Traditional "infrastructure heavy" operating models are being questioned by LNG players
- New operating models, including resource-based ownership models, mean opportunities for investors seeking steady "infrastructure" returns
- Roles will evolve quickly as technology and financial dynamics exert their influence, including the encompassing of two different leagues of players, who can be described as Masters and Maestros
- Natural gas and LNG have a key role in energy transition, as a transitional fuel
- The sector is supportive of carbon pricing.
To learn more about the insights and opportunities download a copy of our report.
