19 August 2026 Capacity balance: Regasification vs Liquefaction — 2.1× → 0.9×. Why? 2025: Liquefaction capacity 525 MTPA vs regasification capacity 1,114 MTPA — 2.1× Future additions: Liquefaction capacity 250 MTPA vs regasification capacity 230 MTPA — 0.9× Projects: 94 MTPA | 25 projects Under construction: 64 MTPA — 14 projects Advanced pre-FID: 25 MTPA — 8 projects Early-stage concepts: 5+ MTPA — 3 projects Innovations Phased terminal development Shared port and pipeline i

28 August 2026 FSRU vs Onshore → Flexibility vs Scale CAPEX Advantage: ~25% FSRU: $130/tpa | 155K m³ storage | 7 buffer days Onshore: $210/tpa | 830K m³ storage | 10 buffer days FSRU or Onshore? FSRU advantages: Fast-track Redeployment Charter option Onshore advantages: Lower weather-related operating exposure Larger scalable capacity Phased expansion — tanks, regasification trains and berths Lower OPEX — no vessel crewing, classification surveys, periodic drydocking or towag

EU wind and solar generated more than gas for the first time. Source: Annual electricity data, Ember Summary: Is oil and gas exploration returning to Europe's agenda? In the short term (2024–2026), we will see targeted project revival driven by energy security logic. However, in the medium term (toward 2030) and beyond, this trend will collide with the overriding force of the EU Green Deal, the exponential growth of renewables, and tightening financial constraints. The futur