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2026 outlook

Gas & LNG: region-by-region predictions for 2026

Uncertainty is high for the global gas and LNG industry. Will 2026 provide some clarity?

Get complimentary reports from our 2026 Outlook series, including:

  • Gas & LNG: 5 things to look for in 2026 
  • Plus regional reports on: Europe, Asia Pacific, and North America 
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Jordan Domin

Research Analyst, Gas and LNG

Jordan works with the North American Gas team, delivering analysis on all aspects of the natural gas value chain.

View Jordan Domin's full profile

Maoping Hu

Senior Research Analyst, Gas & LNG

Maoping specialises in the global short-term LNG market.

View Maoping Hu's full profile

Global gas and LNG markets are at an inflection point. Record LNG FIDs and declining Asian LNG demand have shifted the mood in the LNG industry, with many pointing towards an upcoming oversupply. Meanwhile, increasing Henry Hub prices, a potential Russia-Ukraine peace agreement and new EU environmental legislation all add uncertainties. 

Will the year ahead bring some clarity for the global gas and LNG industry? In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.  

Read it for our take on: 

  • Will momentum behind LNG FIDs continue?  
  • Will Asian LNG demand rebound? 
  • Will a Russia-Ukraine peace agreement pave the way for a return or Russian gas and LNG? 
  • What’s the outlook for Henry Hub price in 2026? 
  • Will the EU Methane regulation and the CSDDD be watered down? 

For our analysis and predictions, fill in the form at the top of the page to get your complimentary copy of Global gas and LNG: 5 things to look out for in 2025. 

Plus, drill down into our predictions for your region with this series of complimentary insights:

  • 2026 outlook

    Asia Pacific

    A wave of new supply is poised to reshape Asian LNG markets.

  • 2026 outlook

    Europe

    Supply, demand, and geopolitical factors are all converging, making this a pivotal year for European gas.

  • Opinion

    North America

    Heading into 2026, North American gas markets are tightening.