Bulls, bears clash on LNG outlook over Hormuz Featured

Monday, 08 June 2026

Closure of the Strait of Hormuz has done something more than move prices: it has removed any shared sense of where the market is heading. For three years the industry's working assumption was that a wave of new LNG capacity would tip the market into oversupply by the late 2020s – but that assumption has now vanished.


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Last modified on Monday, 08 June 2026 08:54
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