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LNG demand curves will never go high enough to match supply
Oct 24: Fresh research now indicates that there will never be an interaction of demand and supply curves for LNG
8Earlier, there were strong indicators that the supply overhang will disappear by early 2020s
8This timeline was pushed forward to 2025 in the face of impending new liquefaction FIDs.
8But even as the demand curve swings upwards, fresh LNG capacity, propped up by a world awash in gas, will reach FID stage
8In this context, therefore, there is unlikely to be a sharp spike in LNG prices as a result of a supply constraint in the future
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