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A Boston Consulting Group partner discusses how LNG markets are responding to geopolitical disruption, higher prices and resilient gas demand. He expects a wave of new LNG capacity to create oversupply later this decade.
Resilient demand despite high prices supports near-term gas costs, while future oversupply points to lower prices later in the decade.
energyconnects.comNov 12, 2026After 37 past neutral macro events, Natural Gas moved a median -0.1% over 5 sessions (49% higher; middle half -4.2% to +12.9%), and -1.1% 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.
