NextDecade Sees Shift to Long-Term LNG Ship Charters
NextDecade says Middle East conflict is pushing firms toward long-term LNG ship charters. Supply chain issues and high rates still hinder U.S. project decisions.
Xurve View
Insights:
Xurve View
NextDecade expects geopolitical conflict to drive a shift toward long-term LNG ship charters over volatile spot market contracts. The industry previously relied on spot hiring during periods of fuel oversupply throughout 2024 and 2025. Investors face delivery risks as supply chain constraints and data center demand delay final investment decisions for export projects.
