Asia’s LNG Growth Model Faces a Structural Demand Problem, Experts Say🔒 SSL Verified

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"For years, LNG has been marketed to Asian policymakers and investors as a bridge fuel — reliable enough to anchor industrial growth and contractable enough to justify long-term infrastructure. Six months of disruption around the Strait of Hormuz have not invented a new argument against that model. They have accelerated one that was already building, with USD 400 billion in committed LNG capital now at risk of stranding as demand destruction spreads across the region."

"As hyperscalers expand server capacity across Asia, LNG has been promoted as a reliable source of round-the-clock power for digital infrastructure. Six months of disruption around the Strait of Hormuz have challenged that argument. Asia-Pacific's data center pipeline has surpassed 26,000 MW, but at current prices LNG-fired generation costs USD 212 per MWh — more than five times the global average cost of solar power."

"When energy planners across Asia assessed the risks of LNG dependence, a major geopolitical supply disruption was often treated as a tail risk. Six months of disruption around the Strait of Hormuz have changed that. Asian LNG demand has fallen for two consecutive years, 47 proposed power plants worth USD 52 billion have been cancelled or stalled, and the fiscal strain is spreading from energy bills into currency markets and public finances."

"Introducing policy reforms to address existing barriers, de-risk projects, incentivise developers and improve investor confidence remains key for accelerating Bangladesh's clean energy transition and strengthening its energy security."

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LNG Struggles to Deliver Stable Power for Asia’s Data Center Boom

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