# Global LNG supply set to jump in 2026, limiting prices and spurring demand | Reuters

> Analysts from Rabbobank, Rystad and Kpler forecast Asian spot LNG averaging $9.50 to $9.90 per mmBtu in 2026. The forecast reflects a sizeable increase in global LNG supply expected during the year.

- Date: 2026-01-21 · published 2026-01-21T12:00:00.000Z
- Category: macro · region Global · magnitude low
- Page: https://feedsoft.ai/events/21223-global-lng-supply-set-to-jump-in-2026-limiting-prices-and-spurring-demand
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Abundant LNG supply should cap global gas prices and support demand, which lowers energy costs for feed and fertilizer production. Lower gas prices can ease pressure on nitrogen fertilizer costs over time.

## Read by commodity

- NATGAS: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2025-11-13 | [LNG prices will drop in 2026 to absorb supply surge, but how much? \| Reuters](https://feedsoft.ai/events/22129-lng-prices-will-drop-in-2026-to-absorb-supply-surge-but-how-much-reuters.md) | +4.8% | +6.2% |
| NATGAS | 2025-04-28 | [Supply Disruptions Not Enough to Lift Global Natural Gas Prices as Asian Demand Remains Weak — LNG Recap](https://feedsoft.ai/events/25298-supply-disruptions-not-enough-to-lift-global-natural-gas-prices-as-asian-demand.md) | +18.9% | +10.8% |
| NATGAS | 2024-04-24 | [Pressure on gas and LNG prices to help switch from coal, says J.P. Morgan \| Reuters](https://feedsoft.ai/events/30918-pressure-on-gas-and-lng-prices-to-help-switch-from-coal-says-j-p-morgan-reuters.md) | +7.7% | +52.8% |
| NATGAS | 2017-03-06 | [Moody's: Oversupply to keep LNG prices low beyond 2020 \| Oil & Gas Journal](https://feedsoft.ai/events/72168-moody-s-oversupply-to-keep-lng-prices-low-beyond-2020-oil-and-gas-journal.md) | +12.6% | +18.9% |
| NATGAS | 2020-07-29 | [Expert Commentary - Update on Global Gas and LNG Prices in 2020: How has it Coped with Recent Market Dynamics? - Events-HH](https://feedsoft.ai/events/52290-expert-commentary-update-on-global-gas-and-lng-prices-in-2020-how-has-it-coped.md) | +17.4% | +38.5% |

## Sources

- reuters.com: https://www.reuters.com/business/energy/global-lng-supply-set-jump-2026-limiting-prices-spurring-demand-2026-01-21/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.