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

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-insin a decarbonising world

Download report

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

Recent insights

Form follows structure, Energy 360 market insight cover
November 19, 2025
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
November 19, 2025
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
November 17, 2025
This article explores how companies like EQT and Kinder Morgan are positioning themselves amid global demand growth, and examines the impact of new pipeline projects