Emerging Asia's LNG demand at risk as renewables gain ground

Emily Chow: Emily Chow is a Reuters reporter covering energy and commodity markets in Asia. In the news, she is credited with the primary reporting on shifts in emerging Asia's LNG and power sector dynamics. Wei Han Tan: Wei Han Tan is the Southeast Asia power and renewables analyst at Wood Mackenzie. In the news, he comments on mounting gas project delays forcing a rethink of gas's near-term role and long-term energy transition strategies in the region. Emily Ou Yong: Emily Ou Yong is a Reuters contributor providing additional reporting support on energy topics. In the news, she assisted with coverage of the LNG demand and renewables developments in Southeast Asia. Rystad Energy: Rystad Energy is an independent energy research and business intelligence company offering market forecasts and strategic insights for the oil, gas, and renewables sectors. In the news, its analyst notes that governments are turning to renewable energy amid LNG price uncertainty, leading to downward revisions in long-term Asia LNG demand projections. Wood Mackenzie: Wood Mackenzie is a global energy research and consulting firm providing analysis on power, renewables, and gas markets. In the news, its Southeast Asia power and renewables analyst discusses how gas project delays and supply chain issues are prompting policymakers to reconsider the role of gas and accelerate energy transition pathways. Christian Schmollinger: Christian Schmollinger is a Reuters editor handling energy and markets content. In the news, he is credited with editing the article on emerging Asia's changing LNG outlook. JERA Global Energy Solutions: JERA Global Energy Solutions is the international arm of JERA, Japan's largest power generator focused on LNG procurement and power infrastructure development in emerging markets. In the news, its chief executive highlights how emerging economies are competing globally for gas turbines amid data center demand, slowing power project development in South and Southeast Asia. Supply Chain: Power infrastructure projects in emerging economies are facing delays due to global competition for equipment such as gas turbines. Market Outlook: LNG proponents emphasize gas's role in ensuring grid reliability and supporting flexible power generation as economies expand. Energy Transition: Governments across emerging Asia are accelerating clean energy deployment to reduce reliance on imported fuels amid falling renewable costs.