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Kpler forecasts Asian spot LNG prices will average $10 per mmBtu in 2026, down from about $12 in 2025. The decline is attributed to a jump in global LNG supply.
Cheaper global LNG reduces competition for gas supply and weighs on energy-linked input costs. Lower gas prices can ease fertilizer and processing costs over time.
After 59 past bearish macro events, Natural Gas moved a median +1.3% over 5 sessions (58% higher; middle half -5.0% to +5.2%), and -2.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.