How seven months of Middle East conflict have reshaped the LNG market outlook

LNG market outlook: LNG market balance forecasts for 2025–2035 showing a larger projected surplus in the early 2030s than in the pre-conflict outlook.

The LNG market outlook is being reshaped by prolonged disruption to Middle Eastern exports, with immediate supply constraints potentially giving way to excess capacity in the early 2030s. Comparing successive forecasts from April to October 2026, this analysis examines how restricted supplies and high prices are reducing consumption while encouraging investment in alternative sources. The revised forecasts point to continued […]

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