Loading…
IEEFA reports that more than half of proposed LNG-fired power projects and import terminals in the Philippines, Vietnam, Thailand and Bangladesh were cancelled or made little progress from 2021 to 2026. The report also notes weaker demand prospects in traditional Australian LNG markets Japan and South Korea, and downgraded growth projections in China.
Stalled import and power projects could constrain emerging Asia’s future LNG demand, leaving Australian exporters more exposed to oversupply. Softer demand growth would put downward pressure on LNG prices and exporter returns.
lngindustry.comJessica CaseyNov 8, 2026After 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.
