- Examine the demand outlook for 2026 and beyond, focusing on Asia as the core growth engine, Europe’s structural shift toward LNG following the Russia–Ukraine war, and LNG’s role in the green transition as a bridge fuel.
- Assess global market balance, price formation, and overall pricing implications. Conclude with key upside and downside risks, including geopolitical escalation, demand elasticity in Asia, project delays, and the durability of the long-term market balance.
- Assess the long term outlook for the market including global LNG supply growth through 2026–2028, including the new wave of U.S. export capacity and project ramp-ups elsewhere, and evaluate whether the market faces tightness or oversupply over the medium term.
This project has been flagged by a community member as inappropriate due to reason below.*
Expert Interview
Slingshot members are talking to an expert! The topic is:
A Second Look: Assessing the Global LNG Market Outlook Amid Middle East Disruptions
Ticker(s): LNG, CVX, XOM, SHEL, TOT, VG, NEXTWho's the expert?
- Head of Gas & LNG at Energex Partners, leading strategic and commercial advisory work for financial institutions, energy companies, and national oil companies on global natural gas and LNG markets, infrastructure investments, and market entry strategies.
- 13+ years of experience analyzing global gas and LNG markets, including advisory engagements on LNG trade flows, pricing dynamics, supply development, and contracting structures (GSAs and SPAs) across Europe, the Middle East, and international LNG markets.
- Extensive project and transaction experience across the LNG value chain, including commercial due diligence on LNG and gas infrastructure assets, LNG procurement and offtake negotiations, and strategy development for LNG exporters, utilities, and energy investors.
Interview GoalDiscuss the outlook for the global LNG market in the context of recent Middle East disruptions, including the impact of Qatar LNG production halts and broader geopolitical spillovers linked to tensions involving Iran.
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