Riding the LNG wave: Market outlook into global supply & demand dynamics

11:00 AM ET / 10:00 AM CT / 8:00 AM PT / 4:00 PM GMT 

Duration: 1 hour 

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Summary

Join Energy Aspects’ James Waddell, Head of European Gas and LNG, for a comprehensive analysis of the approaching global LNG supply wave and its implications for market balance and pricing. This webinar will leverage Energy Aspects' proprietary construction curves to provide a detailed forecast of new capacity coming online and the timeline for market impact.

Our experts will examine both the structural drivers and price-sensitive elements influencing global LNG demand growth across key markets. We'll also provide a critical assessment of the commercial dynamics that may lead to US LNG cargo cancellations as a balancing mechanism in an oversupplied market, including the economic thresholds that would trigger such decisions.

Key Takeaways:

• Our outlook for the coming global LNG supply wave based on our proprietary construction curves.
• Structural and price-sensitive growth in global LNG demand.
• The likelihood of commercial cancellations of US LNG cargoes to balance the market.