Global LNG Glut Could Upend Prices by 2026

Market Intelligence Analysis

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Why This Matters

A global LNG supply glut is expected to emerge by 2026 due to accelerated growth in major exporting countries, potentially depressing spot prices in Asia and benefiting price-sensitive buyers.

Market Impact

Market impact analysis based on bearish sentiment with 70% confidence.

Sentiment
Bearish
AI Confidence
70%

Article Context

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Global LNG supply is rising and growth will accelerate in the next two years as major projects in the top exporters, the United States and China, come on stream. Supply growth is set to outpace the global LNG demand increase, leading to an oversupplied market from the end of 2026 onwards, analysts say. The coming glut will likely depress spot LNG prices in Asia, where the price-sensitive buyers such as South Asian importers India, Pakistan, and Bangladesh could benefit from the price drop and boost demand. For Europe, the expected LNG oversupply…

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Original article published by OilPrice.com on November 17, 2025.
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