Plugged In: the energy news podcast
Plugged In: the energy news podcast
Montel News
Looming LNG oversupply: what will drive gas prices in 2026?
35 minutes Posted Dec 5, 2025 at 7:00 am.
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Show notes
The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh). However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu? In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebo...