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RL strategy comes amid growing global demand for LNG as countries seek reliable energy sources while transitioning away from coal. Global LNG demand is projected to approach 700 million tonnes annually by 2050
700 million tonnes a year is no small market leh. Of course, execution and capex still need to be watched, but the underlying global demand story is definitely supportive
RL strategy seems to be positioning around a pretty long-term theme since global energy demand is not going away, and countries want both cleaner energy and reliability
