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Ripple Effect – What Comes Next for an LNG Market Altered by Russia’s War?

In the short time since Russia invaded Ukraine, setting off a conflict that shows no signs of ending soon, the world’s energy markets have been turned upside down. The energy transition has been jeopardized, natural gas trade flows have been realigned, and commodity prices have entered a new era of volatility. As Russia started shutting the taps, natural gas was pushed squarely into the epicenter of a tectonic shift in the energy world. There are few precedents for the changes the conflict has effected in the global natural gas market.

'The Ripple Effect' is a 19-page NGI subscriber exclusive that explores some of the major changes that have occurred during this momentous period in the LNG market. NGI’s team of Thought Leaders seeks to answer the question of what comes next, drawing on the experience of covering the conflict’s impact on energy markets to identify the emerging trends and leading factors reshaping the global natural gas trade moving forward.

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