European gas market enters a new era as LNG supply growth reshapes strategies and portfolios

Change in European gas balance showing LNG imports driving higher supply in 2026

The global LNG industry is entering the largest phase of supply growth in its history, with major implications for the European gas market. Large volumes of new LNG are coming online at a time when demand growth in Asia is stagnating, positioning Europe as the primary balancing market for excess supply. This shift is forcing a strategic reset across gas […]

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