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LNG

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.

Topics:
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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