Global LNG supply surge reshapes gas prices amid rising geopolitical risks

Global LNG price spreads showing Europe and Asia margins versus US LNG delivery costs

Global LNG markets are softening as a wave of new supply outpaces demand growth, pushing prices lower across key importing regions. Europe has absorbed excess LNG amid weaker pipeline flows, while Asia remains price-sensitive. Despite benign near-term fundamentals, geopolitical instability has emerged as a growing risk factor, with tensions in the Middle East and global trade adding uncertainty. At the […]

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