This page contains a selection of articles and thought pieces developed by GFB Insight, including work done with partners from other businesses or institutions.
New insights are constantly added to this page, so stay tuned for the most up to date analysis!
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A guid to navigating the impact of geopolitical volatility on market dynamics and business models
The two sources of geopolitical uncertainty affecting the valuation of European gas infrastructure
Can politics trump economics? How the White House energy and trade agenda is reshaping LNG markets
LNG after Liberation Day
Global LNG market scenarios
Quantifying the value of low-emission LNG: Risks and Strategies
The economic landscape in energy markets is increasingly defined by the value attributed to products with lower intensity of greenhouse gas (GHG) emissions as the energy transition accelerates and governments increase direct regulations and policies.
The LNG industry, with its largest phase of growth still set to take place in a market increasingly shaped by decarbonization efforts, will also see a shift in its economics. This article looks at the value drivers in low-emission LNG and the potential impacts and strategies for LNG market participants across the value chain…