LNG Supply Expands Faster Than China’s Demand Growth

Market Intelligence Analysis

AI-Powered
Why This Matters

China's disappointing LNG demand growth, coupled with an impending surge in global supply from the US and Qatar, may lead to an oversupplied market by 2030, potentially weighing on prices.

Market Impact

Market impact analysis based on bearish sentiment with 82% confidence.

Sentiment
Bearish
AI Confidence
82%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

China’s LNG demand is disappointing in 2025 for a second year in a row, just as new U.S. export projects ramp up and Qatar is nearing start-up of the first new facilities in its huge capacity expansion. The wave of new LNG supply that will come online by the end of the decade, mostly from the top exporters, the United States and Qatar, has prompted many analysts to expect an oversupplied LNG market by 2030 that would weigh on prices. Lower prices could incentivize additional demand from price-sensitive buyers in south and Southeast Asia,…

Continue Reading
Full article on OilPrice.com
Read Full Article
Original article published by OilPrice.com on December 16, 2025.
Analysis and insights provided by AnalystMarkets AI.