全球天然气_对我们全球液化天然气报告的反馈-Global Gas Feedback on our global LNG note

ab 6 November 2025 Global Research Global Gas Feedback on our global LNG note Key takeaways Investor feedback on our recent Global LNG report was generally consistent with our thesis. There is broad recognition of the potential risk of oversupply and the consequent downward pressure on prices. Key questions were around the timing of the inflection point, the scale of repricing and drivers of lower US utilisation, which we address below. 1) Could oversupply emerge sooner than expected? Some investors see the ...