After a Record 2025, LNG Enters a Year of Political Risk

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Why This Matters

The liquefied gas market is facing a year of increased political risk due to a geopolitical dispute between a major market and its supplier, potentially disrupting trade and impacting forecasts.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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After a record year for liquefied gas trade in 2025, most forecasts for the new year were upbeat, save for a worry about a possible glut. Two weeks into 2026, however, and one of the biggest markets for liquefied gas is in a geopolitical dispute with its biggest supplier and has put a major energy trade deal on hold. This year is early on turning out to be an anything-can-happen one. The European Union this week put its trade deal with the Trump administration on hold, stopping short of triggering what it calls the “bazooka” of a mechanism…

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Original article published by OilPrice.com on January 20, 2026.
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