LNG markets are shifting fast these days in response to the Middle East conflict escalation. Geopolitical shocks challenge supply chain resilience and shake the market balance. 2026 is set to be a pivotal year of transition with LNG trade gradually moving from a currently tight balance into a later period of abundant supply. Production is set to rise in coming years, creating new opportunities for global companies and European buyers. Going forward we test scenarios of possible LNG worlds up to 2050. Do we still expect an oversupply wave and lower prices for longer?
Join ICIS experts for an exclusive deep-dive into our global LNG market outlook where we will uncover trends, structural shifts and opportunities shaping the market in years to come.
Agenda
Impact analysis: Implications of supply shocks and variations in demand response.
Shipping insights: Global logistical challenges, re-routings, shipping cost inflation.
Matt oversees the output of ICIS’ power team across 28 European markets, from short-term developments to long-term forecasting out to 2050. He provides quantitative and qualitative analysis, with particular focus on EU regulatory developments.
As Head of Gas Analytics, Andreas Schroeder is responsible for ICIS’s data and forecasting model portfolio in gas and LNG markets. In his team management role Andreas draws upon his experience in leading large data and energy modelling projects...