WEBINAR

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

Explore how the looming global LNG supply surge could disrupt market balance and pricing, with exclusive insights into new capacity timelines, shifting demand dynamics, and the potential for US cargo cancellations.
July 22, 2025
3:00 PM UTC
1 hour

July 22, 2025 

11:00 AM ET / 10:00 AM CT / 8:00 AM PT / 5:00 PM BST

Duration: 1 hour 

Already registered? Click here to log in. 

Summary

Join Energy Aspects’ James Waddell, Head of European Gas and LNG, David Seduski, Head of North American Gas and Nicholas Dyer, Data Analytics Manager 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.

Speakers

James Waddell

Head of European Gas and LNG

Energy Aspects

.

Nicholas Dyer

Data Analytics Manager

Energy Aspects

.

David Seduski

Head of North American Gas

Energy Aspects

.

Sponsored by: