China is planning a massive expansion of gas supply infrastructure over the next five years, but whether there is enough demand to justify the spending spree is questionable.
Yemen is going through turbulent times that may reduce its oil and gas exports. The country must make structural reforms if it is to sustain exports in the longer term.
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Inpex’s Ichthys LNG plant is proceeding on schedule and is in a strong position to bear the Australian industry’s downturn. However, it is still at risk from cost increases and delays.
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