GTT FY2025: What It Signals for the Global LNG Industry

LNG Global

20 Feb 2026 — 3 min read

1. Record 84 Mtpa of Liquefaction FIDs: Supply Is Locked In

2025 recorded 84 million tonnes per annum of LNG liquefaction FIDs, including 62 mtpa in the United States. Management estimates that these FIDs alone imply demand for roughly 150 additional LNG carriers.

This confirms:

The supply wave is financed and sanctioned.
Upstream capital is converting into transport requirements.
Liquefaction execution is moving forward, not stalling.

The projects are real.

Feb 20, 2026 : Asia spot steady US–Iran tensions lend support

Asia spot LNG steady amid holiday lull, US–Iran tensions lend support - Reuters Uniper and GSPC sign long-term LNG supply agreement into India - Press Release Russia Executes First-Ever Triple Arctic LNG Ship-to-Ship Transfer Amid Sanctions - gCaptain GTT FY2025: What It Signals for the Global LNG Industry LNG

Feb 19, 2026 : Golden Pass moves closer to producing first LNG

Golden Pass moves closer to producing first LNG with increased natural gas flows into facility - Reuters SK Innovation Picked to Develop $2.3 Billion Vietnam LNG Power Project - Press Release Turkey opposes Greece’s Chevron-backed Crete exploration - Reuters In making the argument LNG exports have raised prices

Feb 18, 2026 : Exports may get dragged into US cost-of-living debate

Booming LNG exports may get dragged into US cost-of-living debate - Reuters China isn’t importing any US LNG, but it's still in the game - Reuters Trump lauds Japan’s pledge to invest $36 billion in U.S. oil, gas and critical mineral projects - CNBC Structural

Structural Ranking : Most Significant Signals of the last 7 days

(7-Day Structural Integrator | Ranked by System-Level Impact) 1️⃣ Europe’s Record Refill Requirement Primary Driver of Atlantic Basin LNG Demand Through Q3