Severe Price Stress Through Mid-Decade

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Elevated natural gas prices will continue through 2025-26 amid tight LNG supplies and disrupted Russian flows, according to our analysis. Current demand erosion is not expected to compromise long-term LNG demand growth, but we will watch closely for material policy shifts that could temper gas uptake.

LNG Demand, LNG Prices, LNG Forecasts, LNG Spot Trade, Gas Prices, Gas Demand, Gas Supply, Gas Spot Markets, Policy and Regulation, Ukraine Crisis
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