From Scarcity to Abundance: LNG, Oil, and the Strategic Outlook for Floaters to 2035
🚢 LNG, Coal, and the Rise of Floaters: The 2035 Reality
Global energy is shifting from scarcity to abundance. LNG supply is set to surge, yet demand isn’t fading — it’s shifting.
🔹 Marine fuel:
LNG bunkering demand is ~4 Mt in 2025 and will double by 2030 as dual‑fuel vessels multiply.
With LNG exports rising from 4.4 Tcf (2024) to 9.8 Tcf by 2037, availability will remain strong.
🔹 Power generation:
Coal still dominates electricity: ~34% globally, with China >55%, India ~78% fossil‑based, and Germany still ~21% coal.
Switching coal → LNG can cut CO₂ emissions by more than half, as natural gas emits 976 lb CO₂/MWh vs 2,257 lb from coal.
🌊 The Floater Advantage in a Price‑Cycle World
As LNG and oil move into periodic oversupply/undersupply cycles, operators need assets that adapt fast.
FPSOs and FLNG units excel because they are:
Flexible — quickly brought online in new basins.
Redeployable — shifted between fields as economics change.
Cycle‑resistant — ideal when price volatility demands shorter payback and mobility.
By 2035, we could see 100–125 new units deployed globally — the largest floater expansion ever.
In a market defined by price swings, flexibility wins. And floaters are flexibility.
Read the full article at the link below
#LNG #FPSO #FLNG #EnergyTransition #Decarbonization #Maritime #PowerGeneration #OffshoreEngineering #FloatersIntelligentia #OilAndGas #FutureOfEnergy
FLNG and Onshore LNG in Mozambique: Why a 50–50 Hybrid Strategy Would Have Been the Prudent Choice from Day One
Why Mozambique Should Have Followed the Guyana Playbook: FLNG First, Onshore Later
In the last decade, ExxonMobil’s strategy offshore Guyana has become a benchmark for rapid, de‑risked development: one FPSO per year, scaling from Liza Destiny (2019) to Liza Unity (2022), Prosperity (2023), and ONE GUYANA (2025).
This modular, disciplined approach pushed Guyana beyond 900,000 barrels/day in under five years.
But while this floating‑first strategy turned Guyana into a global deepwater success story, Mozambique took a different path — tying its massive Area 1 and area 4 gas discoveries to an onshore LNG complex in Afungi: remote, infrastructure‑poor, and ultimately disrupted by instability.
Offshore, the contrast was striking:
Coral Sul FLNG came online in 2022 and performed flawlessly, while Coral Norte will add another 3.6 mtpa by 2028.
A smarter path: a 50–50 hybrid strategy
What if Mozambique had matched Guyana’s disciplined offshore model?
50% of total LNG via serial FLNG units
50% onshore, only after the region stabilizes
A “one FLNG per year” plan from 2022 would have unlocked the production of over 50 million tons of LNG by 2026 — while onshore produced zero in the same period.
Why floaters win in remote or high‑risk regions
✔ Built safely in shipyards
✔ Installed offshore, away from instability
✔ Modular, repeatable, low‑risk
✔ Fast time‑to‑market — perfect for capturing price cycles
✔ Ideal for regions like Afungi — remote and vulnerable
Guyana proved that serial offshore development works.
Mozambique shows that in remote or unstable regions, floaters aren’t a backup plan — they are the smartest, safest first step.
When the land is uncertain…
🚢 Go to sea.
#FLNG #FPSO #LNG #Mozambique #Guyana #EnergyTransition #OffshoreEnergy
#FloatingSolutions #OilAndGas #Deepwater #Engineering #ProjectExecution
#EnergySecurity #MaritimeEngineering #FloatersIntelligentia