Not sure what to invest in next? Think gas. But keep in mind that you’re not alone.

In a study published in February and relayed by several media, including Les Echos, the strategy consultancy Roland Berger says that investments in gas will skyrocket over the next few years. They should exceed $50bn worldwide until 2028, with a possible peak of $100bn in 2025. This is before falling back below the current $20bn from 2029 onwards.

The causes of the rise? The consequences of the war in Ukraine, first of all. Massive investments will be needed to meet the growing demand. According to Roland Berger, global gas production will increase by 0.6% by 2023 and by 0.3% until 2050. Then there is the spectre of scarcity, as Shell pointed out in its annual results.

The majority of future investments will be in liquefied natural gas projects, mainly in North America and the Middle East.

And why a slowdown from 2028? This will be precisely because the new production capacities will be operational in the USA and the Middle East.

This article was originally published in French on . It was translated for Delano.