Global LNG markets just about balanced to end-2029 without need for US shut-ins

October 28, 2025

By downloading this report, you'll discover:


  • The key risks, including China, storage capacity, Russian volumes, and weather sensitivity. 
  • Estimated Asian structural and price-sensitive demand response, focusing on the largest importing countries. 
  • Europe’s role as absorber of excess volumes under pressure. 
Global LNG markets just about balanced to end 2029 without need for US shut ins

Download report

Please fill in your contact details to access the full insight.

Recent Posts

oil product header

Why oil product markets are pricing recovery too fast

June 12, 2026
Damaged refineries, lighter crude slates and depleted stocks support a persistently higher floor in oil products — regardless of when a Hormuz deal is reached.
Europe's gas header

El Niño adds a new risk to Europe's gas storage

June 12, 2026
Europe's gas storage injection is behind trend & El Niño risks diverting LNG to Asia. Germany carries the greatest risk — here's why.
COI Update: Coverage, Storage Dynamics, & High Frequency Insights

Webinar on-demand: COI Update- Coverage, Storage Dynamics, and High Frequency Insights

June 9, 2026
Our team discussed the latest developments shaping global crude storage, including major coverage additions, evolving inventory patterns.
Show More