Bernstein analysts predict LNG prices will drop to an average of $9 per mmbtu in 2026 due to a significant increase in supply. Approximately 93 mtpa of new LNG capacity is expected to enter the market between 2025 and 2026, with demand growth primarily driven by Asia. The analysts warn that if the new supply cannot be absorbed, prices could fall toward the marginal cash cost of production, risking shut-ins in North America.
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