 In 2025, the global fleet of LNG tankers grew by 27% — and this is not just a figure from industry statistics, but a symptom of how global energy is redrawing the world's logistics map. Demand for liquefied natural gas from Asia has soared — China and India are ramping up purchases, moving away from coal. At the same time, European importers have redirected flows around the Cape of Good Hope, bypassing the Suez Canal, which has extended each voyage by nearly a week. The result: part of the global fleet is stuck in transit, and shipyards in South Korea and China are booked for years ahead. Shell's $1.2 billion deal to acquire ARC — gaining control over terminals in Tanzania and Mozambique — is a bet that East Africa will become a new LNG hub for Asia. While Qatar and Australia have hit production ceilings, Africa is adding millions of tons by 2027. Shell is entering with ready-made infrastructure. The 27% growth in the tanker fleet is not a bubble, but a response to a structural shortage of transport capacity. As geopolitics shifts routes and Asia increases consumption, LNG logistics remains a bottleneck in the market. Full analysis with numbers — in ASI Biont. Register, 1500 tokens to start → https://asibiont.com/register