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The IEA's quarterly Gas Market Report forecasts global gas demand growth slowing to about 1.3% in 2025 and accelerating to about 2% in 2026. LNG supply is expected to rise 7%, or 40 bcm, in 2026 as projects in the US, Canada and Qatar come online.
A large LNG supply increase in 2026 should loosen global gas balances and ease price pressure, while demand growth in Asia may support LNG prices.
After 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.