所以aring 需求 for 天然气 among 能源 majors 和 投资者 has 推动 并购 to its 最高 level 在 more than 一个 decade, with 买家 competing over the 有限 number of 全球 assets 可用. More than $32bn was 买在 buying gas 生产 projects 在 the first 六 months of the 年, the 最高 level 在 over 一个 decade, 根据 industry 顾问 Wood Mackenzie. The biggest 交易 by far 在 the first 半年 of 2026 was Shell’s 收购 of Canadian shale producer ARC Resources for $16.4bn, its largest since buying BG a decade ago.

XRG, the overseas 投资臂 of Abu Dhabi’s Adnoc, has gas assets 在 Texas, 莫桑比克 和 土库曼斯坦 and signed 交易 to add projects 在 阿塞拜疆, 阿根廷 和 委内瑞拉. XRG intends to 投资 tens of 十亿美元 building its 美国 天然气业务. The US 也是 central 到 Saudi Aramco’s 国际 天然气增长 plans.

It agreed to 投资 in Texas’s Port Arthur LNG project and gained a 脚手 in several 国际 LNG projects 通过 its stake 在 Mid Ocean 能源, an LNG 公司 created by EIG. Japanese companies have been 特别 heavy 投资 in US shale 因为他们 need LNG to meet their 能源 requirements and want to exert greater 控制 over the 资源 they rely on. Together, Japanese groups hold 36 percent of production at the Haynesville shale basin, which stretches from east Texas to north-west Louisiana, 根据 Wood Mackenzie. 商品交易商 Gunvor has made a series of bets on US gas, most recently entering talks to buy more than $1bn of gas-producing assets 在 Haynesville basin.