The analysis finds a market in conflict: clean energy goals are driving nations toward wider adoption of natural gas as a lower emission fuel source while technology and political factors create market uncertainty. Surging global interest in gas-to-power projects is matched with further cost declines in renewable technology and increasing deployments of utility-scale battery storage to smooth intermittency issues. The US-China trade conflict, which recently included a steep tariff on US-produced LNG, clouds demand projections of the world’s largest energy consumer.
