The Looming LNG Glut and What It Means for Global Energy Prices
Market Intelligence Analysis
AI-PoweredA looming LNG glut is expected due to increased production and export capacity, potentially leading to a surplus of supply over demand, which could impact global energy prices.
Market impact analysis based on bearish sentiment with 80% confidence.
Article Context
As several countries invest in expanding their liquid natural gas (LNG) production and export capacity, and significant quantities of the gas are expected to come online in 2026 after a record 2025, supply could soon outpace demand. This begs the question: just how much LNG is needed to “fill the gap” as the world develops its renewable energy capacity? Last year was a record year for LNG trade, as exports exceeded the quantities predicted in several industry forecasts. The expansion of the world’s LNG trade has been led…
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