Covid-19 is shaking up global LNG. Current demand and future supply are in flux, with US greenfield projects stalled, and planned expansions slipping.

In the near term, a collapse in LNG demand due to the spread of the coronavirus has sent prices tumbling. Gas is also under scrutiny from the mix of green politics, pollution concerns, falling renewable energy costs and social pressures. These are a host of challenges for the fastest-growing fossil fuel, accounting for nearly a quarter of global electricity generation.