Global LNG supply outlook points to tighter winter markets and rising price risks

Global LNG supply outlook: Winter 2026/27 global LNG supply and demand waterfall

Global LNG supply outlook risks have intensified ahead of winter 2026/27, with approximately 15 million tonnes less LNG potentially available than last winter despite new export capacity. Continued disruption through the Strait of Hormuz is expected to outweigh additional supply from other regions, leaving international markets vulnerable to further tightening. Europe enters winter with nearly 13 bcm less gas in […]

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