Energy Outlook Advisors' Newsletter

Energy Outlook Advisors' Newsletter

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Energy Outlook Advisors' Newsletter
Energy Outlook Advisors' Newsletter
Can the Global Market Absorb LNG Oversupply in the Next Five Years?

Can the Global Market Absorb LNG Oversupply in the Next Five Years?

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Anas Alhajji's avatar
Anas Alhajji
Aug 16, 2024
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Energy Outlook Advisors' Newsletter
Energy Outlook Advisors' Newsletter
Can the Global Market Absorb LNG Oversupply in the Next Five Years?
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Main Takeaway

The consensus is that the world will experience a flood of LNG, leading to a surplus and lower spot LNG prices for a few years. We take a contrarian view. The assumptions of the consensus view do not fit historical trends nor market reality. 

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