Chris Nealand
Long only

GasLog Ltd: LNG Demand And New Fleet Addition To Drive Revenue Growth

This article is intended to provide an overview of the demand drivers in the liquid natural gas (LNG) market and then quantify the unrealized revenues in GasLog's unutilized new fleet days.

Market Overview

The demand for LNG is likely to continue to rise as a result of continued Asian economic growth and a switch to cleaner energy from countries like China that are plagued with deadly pollution that has forced its government to declare a war on smog.

Currently, China is the world's largest carbon emitter with nearly 67% of its energy output derived from burning coal. LNG has a much lower carbon intensity compared to coal.

The U.S. Energy Information Administration expects the global natural gas demand to grow...

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