Qatar LNG: The Swing Factor in an Oversupplied Market

Qatar-LNG-Commentary

With ~360 bcm/yr of new LNG capacity arriving globally by the early 2030s, Qatar’s choices will largely determine how deep and how long the oversupply runs—and how buyers in Asia and Europe structure future contracts. Qatar is entering the third LNG expansion wave with ~88 bcm/yr of new capacity and an unusually large share of uncontracted volumes, all steered centrally […]

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