FXEM - EMPIRE MARKETS - Company New Article
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Jun 11, 2025
12M Tons Annual Output Target by 2030
Major Strategic Investments from Qatar to the U.S. and Nigeria
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(Shell plans to add up to 12 million tons of LNG production capacity by 2030)
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Impact of the news on markets:
1. Natural gas (LNG and NG Futures):
Future production expansion means increased global supply, which could put pressure on prices in the medium to long term, especially after 2026.
However, in the short term, prices may not be immediately affected because full expansion will take time.
2. Energy stocks:
The news is positive for Shell shares in terms of:
- Strategic expansion.
- Production diversification.
- Focusing on promising markets for future demand (such as Asia and Europe).
- However, the short-term impact on the market may be limited unless details on financing and expected returns are announced.
3. Oil and energy prices in general:
Any increase in gas supply could ease pressure on oil demand, especially in power generation.
This could be a slightly negative factor for oil prices in the medium term.
4. Global Economy:
Expanding gas production is a step toward supporting the global energy transition and may reduce future energy market volatility, enhancing the investment climate in emerging markets.
Conclusion:
In the short term: The news has a limited, technical impact on spot prices but is morally positive for Shell.
In the medium and long term: It is important news that signals a structural shift in energy markets and may reshape the global gas supply and demand map between 2026 and 2030.