AI energy needs could flip LNG glut into shortage by 2030
Soaring electricity demand from AI data centres could transform the upcoming global LNG glut into a shortage by 2030, QatarEnergy CEO Saad al-Kaabi said at the LNG2026 conference in Doha. If demand overshoots expectations and the LNG build-out cannot keep pace, prices may spiral.
LNG glut makes traders compete for European regas capacity
Traders and LNG portfolio players are competing for regasification capacity to land LNG cargoes in Europe, though the European LNG arbitrage stayed closed for much of 2025. According to Platts data, the economics begin to reflect oversupply with the LNG-TTF price spread widening.
Glut of LNG supply to change market rules; IEA finds
Global LNG markets are poised to turn from a sellers’ to a buyers’ market as a wave of new liquefaction capacity comes online this year and in 2026, the International Energy Agency’s (IEA) executive director Fatih Birol said.
Glut in LNG to push European gas prices through coal floor
Excess growth in global LNG supply, notably through the ramp-up of US LNG through 2018 and into 2019, will make European gas prices “move through the coal floor [price]”. Fuel-switching in the Western European power market, according to Societe Generale, will ultimately be determined by short-term gas prices hinging at the variable cost of shipping a US LNG cargo to Europe.
