LNG

Oversupply looms large in global LNG markets commencing from 2026 and intensifying towards 2030, as nearly 200 million tons per annum (mtpa) of new capacity comes online. High-cost projects feel the pinch as Qatari supply from the North Field expansion sets the global benchmark – forcing Shell and Petronas to consider delaying FID on LNG Canada Phase 2 until late 2026, if not 2027; our Markets Editor Anja Karl investigates. 

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