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.

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