The LNG Shortage Is Quietly Killing Its Own Future Market
The world is short on liquefied natural gas right now — but the more interesting story is what the shortage is doing to the customers the entire industry built its future around. Asian governments, stung by high costs and unreliable supply, are tearing up the demand forecasts that justified a decade of massive LNG investment. The crunch, in other words, may be planting the seeds of its own glut.
Bottom Line
THE BOTTOM LINE: Today's LNG crunch is real, but the sharper signal is that it's eroding the very demand the industry's future depends on. High prices are pushing Asian governments off the LNG path at the exact moment massive new supply is being financed — a textbook setup for a boom-to-bust cycle. For the US, the world's export powerhouse, the risk isn't this winter's shortage; it's a 2030s glut that strands billions in infrastructure and the communities built around it.