BNEF Global Gas Summer Outlook Webinar: War Risk Reshapes LNG Balances

Global liquefied natural gas and European gas markets face renewed uncertainty from escalating geopolitical tensions and shifting trade flows as summer approaches. The duration of the US-Iran conflict will be the key determinant of benchmark spot gas and LNG prices, with risks to Qatari exports adding uncertainty to Asian demand and Atlantic Basin balances. Europe must once again compete for cargoes to rebuild inventories ahead of winter 2026-27, even as new LNG supply from the US gradually enters the market while Qatari projects faces more startup delays due to conflict. The timing of these volumes will be critical in shaping price direction and market tightness. Join BloombergNEF for an exclusive deep dive into the latest gas and LNG outlook, examining what’s driving prices, how geopolitical risk is reshaping flows, and whether new supply can ease market pressures in the months ahead. Discussion topics include: Global LNG balances outlook Impact of US-Iran tensions on Qatari exports and Asian demand Europe’s storage build US and Qatari LNG supply growth timelines