Headline: RBC Capital: Surge in LNG Supply to Transform Global Market with Broad and Lasting Impacts
RBC Capital Markets stated that the largest supply of liquefied natural gas (LNG) is coming online, transforming the global market and leading to expansive and lasting impacts. In a note published by investment bank analysts, they mentioned, "The biggest new wave of LNG supply to date is set to reshape the global market in the coming years, with broader impacts than previous growth, considering increased interconnections between regional gas markets following the Russia-Ukraine conflict." Analysts like Anan Dhanani from RBC project that the supply injection will lead the market into a prolonged period of surplus until the end of 2026, extending to 2030, with prices likely to drop below double digits. Masanori Odaka, a senior analyst at Rystad Energy, indicated uncertainty about whether demand will rise enough to absorb each wave as the planned infrastructure flow continues to fill the market.