Global Gas Winter Outlook Webinar: Spotlight on LNG Supply Scenarios

Global liquefied natural gas markets enter winter 2026-27 with supply uncertainty elevated by the closure of the Strait of Hormuz, putting a wider range of LNG supply scenarios in play. The scale and duration of LNG supply disruptions, alongside the ramp-up of new US supply, will be critical in determining how tight the global market becomes. Europe faces its own winter test. Lower storage levels leave the region more exposed to supply disruptions as competition for flexible LNG cargoes intensifies. The EU's ban on Russian LNG imports at the end of the year will further reshape trade flows, raising questions over where those Russian volumes will go and how Europe will replace them. Winter temperatures will be another key swing factor, determining the pace of storage withdrawals and competition with Asia for LNG. Join BloombergNEF for an exclusive deep dive into our latest gas and LNG outlook, examining what's driving prices and how geopolitical risk is reshaping flows. Discussion topics include: - Hormuz disruption scenarios - Global LNG balances outlook - Europe's inventories - US LNG supply growth