Insight
Global Gas and LNG: 5 things to look for in 2026
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Report summary
Global gas and LNG markets are at an inflection point. Record LNG FIDs and declining Asian LNG demand have shifted the mood in the LNG industry, with many pointing towards an upcoming oversupply. Meanwhile, increasing Henry Hub prices, a potential Russia-Ukraine peace agreement, and new EU environmental legislation all add uncertainties. Will 2026 provide some clarity for the global gas and LNG industry? In this insight, we highlight five things we'll be watching closely - and offer our predictions.
Table of contents
- Will momentum behind LNG FIDs continue? (by Daniel Toleman)
- Will Asian LNG demand rebound? (by Maoping Hu)
- Will a Russia-Ukraine peace agreement pave the way for a return or Russian gas and LNG? (by Tom Marzec-Manser)
- What’s the outlook for Henry Hub price in 2026? (by Jordan Domin)
- Will the EU Methane regulation and the CSDDD be watered down? (by Kateryna Filippenko)
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