Global LNG Supply Surge Threatens Near-Term Price Slump

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A surge in global LNG supply is expected to drive a 10% increase this year, potentially leading to a near-term price slump in Asian spot LNG and European gas prices, despite benefiting U.S. exporters in the long term.

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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New LNG export projects coming online and ramp-ups of recently commissioned facilities are expected to drive a 10% jump in global LNG supply this year, as the market shifts from tightness to abundance, analysts tell Reuters. The supply growth, mostly from the top two exporters, the United States and Qatar, is set to depress Asian spot LNG prices and Europe’s benchmark gas prices at the Dutch Title Transfer Facility (TTF). While lower prices would weigh on the profit margins of the U.S. exporters, they would incentivize…

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Original article published by OilPrice.com on January 21, 2026.
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