# IEEFA: Australian LNG sector exposed as emerging Asia’s power build-out stalls

> 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.

- Date: 2026-11-08 · published 2026-11-09T00:08:47.082Z
- Category: report · region Australia and emerging Asia · magnitude medium
- Page: https://feedsoft.ai/events/88212-ieefa-australian-lng-sector-exposed-as-emerging-asia-s-power-build-out-stalls
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

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.

## Read by commodity

- NATGAS: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2019-11-01 | [NYMEX natural gas inches lower after higher than expected storage build report – The Energy Bulletin Daily](https://feedsoft.ai/events/56251-nymex-natural-gas-inches-lower-after-higher-than-expected-storage-build-report.md) | +4.7% | -11.6% |
| NATGAS | 2022-09-15 | [U.S. natgas drops 9% on rail deal, bigger than expected storage build](https://feedsoft.ai/events/39768-u-s-natgas-drops-9-on-rail-deal-bigger-than-expected-storage-build.md) | -11.5% | -26.8% |
| NATGAS | 2018-01-04 | [Natural gas slumps 4% after lower-than-expected US inventory drawdown](https://feedsoft.ai/events/7022-natural-gas-slumps-4-after-lower-than-expected-us-inventory-drawdown.md) | -30.1% | -31.8% |
| NATGAS | 2017-09-28 | [Natural gas prices shed over over percent after US inventory buildup](https://feedsoft.ai/events/69140-natural-gas-prices-shed-over-over-percent-after-us-inventory-buildup.md) | -3.6% | -0.9% |
| NATGAS | 2026-07-09 | [U.S. Natural Gas Falls Hit By Storage, LNG Maintenance Issues - WSJ](https://feedsoft.ai/events/8661-u-s-natural-gas-falls-hit-by-storage-lng-maintenance-issues-wsj.md) | -9.8% | -16.6% |

## Sources

- lngindustry.com: https://www.lngindustry.com/special-reports/08112026/ieefa-australian-lng-sector-exposed-as-emerging-asias-power-build-out-stalls/

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