Our Scans · (LF.12) Responsible Consumption and Production · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 12: Ensure sustainable consumption and production patterns.

• [New] We expect pipeline imports from Canada to decrease to 8.0 Bcf/d in 2027 as two LNG facilities with a combined capacity of 2.1 Bcf/d along the west coast of Canada ramp up over the next few years, and Northeast U.S. natural gas demand is supplied by production growth in the Appalachia region. EIA - Energy Information Administration
• [New] The Energia Costa Azul LNG terminal and the second phase of Fast LNG Altamira Floating LNG production vessel will have a combined 0.6 Bcf/d of export capacity and are expected to come online in 2026 and 2027, respectively. / USA EIA - Energy Information Administration
• [New] Consumption resilience in March is an encouraging forward indicator, but external risks including Middle East conflict and regional demand softness remain live variables. SSI
• [New] U.S. natural gas production is forecasted to reach record highs in 2026 and 2027 thanks to President Trump's Energy Dominance Agenda. U.S. Department of the Interior
• [New] Production and replenishment have been a major concern, with only 11 new interceptors produced in 2024, 12 expected in 2025, and a plan for 37 in 2026. Armstrong Economics
• [New] Rabobank recently revealed that it expects food price inflation in Europe to build throughout 2026 and intensify in 2027, driven by the surging energy costs from the geopolitical tensions in the Middle East, which affect food production, packaging, logistics, and agricultural inputs. CNS Media
• [New] U.S. liquefied natural gas exports will continue to increase as five LNG export projects start operations and ramp up production by the end of 2027. EIA - Energy Information Administration
• [New] While US production can grow modestly - perhaps reaching 9.6-9.8 million bpd by late 2027 - the 1-2 million bpd annual growth rates of 2017-2019 are unlikely to return. Kingdom Exploration
• [New] In brief, the production and consumption of ODS feedstock chemicals to produce controlled HFCs is projected to decline in the late 2020s, related to the phase-down under the Kigali Amendment. Nature
• [New] Huawei's latest Ascend 950 PR chips are expected to scale production to 750,000 units in 2026 and mark a notable shift toward more CUDA-compatible architecture, making it easier for Chinese AI developers to switch. Brookings
• [New] In 2026, decreases in CO2 emissions are due primarily to expected declines in coal consumption, most of which occur at power plants for electricity generation. / USA EIA - Energy Information Administration
• [New] The US and other governments will double down on establishing resilient, multiple supply chains and domestic production for a growing number of strategic industries after witnessing the outsized impacts of Iran's chokehold on the Strait of Hormuz. Squire Patton Boggs
• [New] Population growth increases food demand, and rising global living standards, particularly the adoption of protein-rich diets, are projected to drive a 2% compound annual growth rate in global protein consumption through 2050. SpringerLink
• [New] Oil and gas production could fall nearly 40% by 2040 without hundreds of billions of dollars in new upstream investment. Marine Log
• [New] Small-batch mass production is expected to launch in 2028, with an initial annual production capacity of 20,000 units. / China China Registration
• [New] Shell's strategy is based on growth in oil and gas demand At its Capital Markets Day 2025, Shell projected 1% annual growth in oil and gas production through 2030. SEC EDGAR
• [New] Artificial Intelligence is transforming how sustainable fashion works in the U.S. AI tools help brands predict upcoming trends, optimize production, and reduce overstock, making fashion smarter and more eco-friendly. Trendalytics
• [New] Electricity consumption is projected to increase from around 5,000 TWh in 2025 to nearly 5,900 TWh by 2035. Energy Monitor
• [New] Once fully ramped, a single year of production will double today's global installed electrolysis capacity. The ClimateTech Memos
• [New] Looking further out, a Boston Consulting Group estimate suggests that alternative proteins, including cultivated meat, could account for roughly one tenth of global protein consumption by 2035. Climate Cosmos
• [New] The energy consumption of data centers could approach 1,050 TWh by 2026, which, if data centers were a country, would make them the fifth largest energy consumer in the world, between Japan and Russia. Brookings
• [New] Gasoline consumption will decline in 2026 and 2027 as vehicle fleet fuel economy gains continue and VMT growth slows. EIA - Energy Information Administration
• [New] The East Midlands will help manufacturers scale up clean energy and advanced production technologies, while East Yorkshire, Hull, and Tees Valley will support a joint clean energy and industrial decarbonization programme. UKAuthority

Last updated: 20 April 2026