S6/10Geopolitical
Middle East War Set to Push Back LNG Glut by a Year, BNEF Says
The liquefied natural gas market will move into oversupply in 2028, a year later than previously forecast, as war in the Middle East and major project delays push back the emergence of a global glut, according to BloombergNEF.
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⚠️ A model estimate of cascade risk — not a guarantee and not buy/sell. Calibration uses resolved outcomes only; monitor confirmation indicators below.
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