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The IEA's Gas 2025 medium-term outlook projects about 300 bcm per year of new LNG export capacity by 2030, a record, led by the US and Qatar. It also notes over 80 bcm of US liquefaction capacity sanctioned so far in 2025 and forecasts slower global gas demand growth.
A large wave of new LNG supply is expected to ease global gas tightness and prices over the coming years, which lowers the energy-cost pressure on fertiliser and processing.
iea.orgOct 27, 2025After 62 past bearish report events, Natural Gas moved a median -3.0% over 5 sessions (42% higher; middle half -7.6% to +4.6%), and -0.5% 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.
