Shell Projects Rising LNG Demand Amid Iran Conflict
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NarrativeRadar Analysis·Reviewed by M. Reyes·AI-assisted, editorially supervised·Based on 4 articles from 3 sources
Shell maintains a positive outlook on liquefied natural gas (LNG) demand growth despite supply disruptions caused by the Iran war. The company expects LNG to drive more than half of global gas demand by 2040, influencing energy markets worldwide. This outlook comes as Woodside Energy finalizes a deal to boost LNG exports in exchange for domestic gas supply.
Reported Facts
Observable data points shared across all narratives
- •Shell forecasts LNG will account for over 50% of global gas demand by 2040.
- •Woodside Energy completed a deal to increase LNG exports while securing domestic gas supply as of March 17, 2026.
- •Shell reported ongoing supply disruptions linked to the Iran conflict affecting Middle East gas exports.
- •Shell reaffirmed its positive stance on LNG market growth on March 16, 2026.
What Could Happen If...
- ▸If the Iran conflict escalates further then LNG supply disruptions could intensify, leading to higher global gas prices and increased volatility affecting energy consumers and producers.
Market Exposure
CommodityBrent CrudeIncreased Volatility
Supply disruptions linked to the Iran conflict create uncertainty in energy markets, affecting crude oil prices alongside LNG.
This is not investment advice. Market exposure is based on conditional event analysis.
Key Actors
Source Coverage
FINANCE
4 articles
More coverage on this story
- More on Islamic Republic of Iran
- More on liquefied natural gas
- More on Shell
Signals
Single-block coverage
Related Events
▸Gas majors warn Australia on taxing LNG windfall profitsArchived▸US Natural Gas Exporters Gain from Mideast Supply DisruptionsArchived▸Asian LNG Buyers Face Supply Shortages in MarchArchived▸Woodside Warns LNG Oversupply Could Lower Prices Despite Strong DemandArchived▸Damage to Largest Natural Gas Complex Shifts Market BenefitsArchived
Primary Sources (4)
FINANCESeeking Alpha - Market NewsWoodside Energy deal boosts LNG exports in exchange for domestic gas - AFRFINANCESeeking Alpha - Market NewsShell sees LNG driving more than half of global gas demand by 2040FINANCEBloomberg - MarketsShell Sees LNG Demand Growing Despite Iran War VolatilityFINANCENikkei Asia