$6 gas could reshape coal-to-gas dynamics worldwide

This report examines how sustained $6/MMBtu gas prices could transform global fuel demand. The study finds that an incoming LNG supply wave may push prices lower, triggering a major coal-to-gas switching response—particularly in Asia and Europe. Lower gas prices could displace coal in power generation, boost industrial gas use, and slow the rollout of renewables in some markets. The authors […]