The beginning of the Russian-Ukraine war in early 2022 led to a significant tightening in global liquefied natural gas (LNG) supplies as Europe replaced lost Russian LNG with supplies from the US. Currently, LNG markets are stabilizing and, according to one commodity desk, could enter an oversupply period in 2025.
In a note to clients, a team of analysts led by Ehsan Khoman, who is in charge of the commodities research desk at MUFG Bank, said the global LNG market is on the verge of transitioning from tight to oversupplied: When factoring…Analysts Forecast "Lower for Longer" Prices in LNG Market
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