Global Gas Market Summer 2025 Outlook (APAC)
Spot demand in Asia may stay muted as high prices keep South and Southeast Asian buyers away whereas weak gas demand fundamentals and surging pipeline supplies limit China's appetite for liquefied natural gas. Timely completion of upcoming LNG supply projects remains critical for easing prices going into next winter and beyond.
In the US, a cold winter season paired with the rapid startup of new LNG export facilities and strong power burns has driven inventories below the five-year average after gas stocks sat at a surplus for all of 2024. On the supply side, US gas production has risen to meet the stronger winter demand but there is uncertainty on whether producers will be able to match the pace of rapidly increasing demand.
Join us for an up-to-date view on the outlook for global gas and LNG market dynamics over 2025.
- Global LNG balances
- Europe’s gas demand, supply and storage levels
- Asia's gas and LNG demand
- US gas balances
- Global LNG supply outlook
Speakers
Daniela Li
Senior Associate
BloombergNEF
Daniela Li is a Senior Associate at BloombergNEF’s APAC Gas team. She covers BNEF’s China research along the value chain of natural gas, including market updates, demand/supply outlook and economic and policy analysis. Prior to joining BNEF, Daniela has experience in research on natural gas and infrastructure in various international organizations. Daniela holds a master’s degree in Energy, Resources and Environment from The Johns Hopkins University.
Olympe Mattei
Senior Associate, Europe Gas
BloombergNEF
Olympe is an analyst working on gas markets in Europe at BloombergNEF. She has over six years of experience in the gas sector. Previously she covered LNG markets in Japan and South Korea. She supports the BloombergNEF Global Gas & LNG service which includes market outlooks, monthly reports and research notes on latest developments in the energy industry. Olympe holds an M.A. in International Relations and a B.A. from Sciences Po Paris, France. She is based in London, UK.
Arham Muhammad
Associate, Europe Gas
BloombergNEF
Arham Muhammad, is a European gas market analyst at Bloomberg New Energy Finance, based in London. Prior to joining BNEF, Arham worked as the lead reporter covering the TTF benchmark at ICIS. He supports the BloombergNEF European Gas team with market outlooks, monthly reports and research notes on latest developments in the market. Arham holds a MSc in Analytical Economics from the University of Warwick and an BSc in Economics from the University of East Anglia.
Akshay Modi
Associate, APAC Gas and Global LNG
BloombergNEF
Akshay Modi is an Associate for APAC Gas and Global LNG at BloombergNEF, based in New Delhi. His research primarily focuses on the gas and LNG market fundamentals of South and Southeast Asia, including the impacts of policy changes, corporate strategy and supply and demand forecasting. He has a hands-on industry experience from Indraprastha Gas Limited, one of India's leading city gas distribution companies, where he managed the company’s entire gas sourcing portfolio. Prior to joining BloombergNEF, he worked in the commodities division at S&P Global, where he contributed to research on the gas and LNG markets in South Asia. Akshay holds a B.Tech in Mechanical Engineering from the National Institute of Technology, Jalandhar, India.
Omolade Fasusi
Associate, US Gas
BloombergNEF
Omolade Fasusi, is an analyst in BloombergNEF’s Gas, Power and Carbon team focused on North American natural gas markets. She obtained a Bachelor of Science degree in Chemical Engineering from the University of Rochester.
John Vicinanza
Senior Associate, US Gas
BloombergNEF
John Vicinanza is a Senior Associate in BloombergNEF’s Gas, Power, and Carbon team focused on North American regional natural gas markets. Previously John covered natural gas hedging, cash trading, and physical asset management at Con Edison. He obtained a bachelor’s degree from the University of Delaware with a concentration in structural engineering and an MBA from NYU Stern School of Business.
Lujia Cao
Senior Associate, Global LNG supply
BloombergNEF
Lujia Cao, is an LNG Supply Senior Associate with BloombergNEF based in Beijing. She covers LNG supply fundamentals research and analysis, including upstream gas and liquefaction economic analysis and production outlooks for the global LNG market. She has experience in Global LNG trade dynamics analysis, as well as China’s energy policy and corporate strategy consulting. Lujia holds a master’s degree in Energy Science, Technology & Policy from School of Engineering at Carnegie Mellon University in Pittsburgh, and a B.E. in Industrial Engineering from Nanjing University.