Asian LNG dominates global exposure to the Strait of Hormuz
August 19, 2026
Global LNG demand could peak at 643 Mt in 2036, around 29 Mt below previous expectations, raising the prospect of a deeper and more prolonged period of oversupply as an unprecedented wave of new liquefaction capacity enters the market. The revised outlook questions whether geopolitical disruption will necessarily strengthen long-term LNG demand. Instead, concerns over energy security could encourage some […]
