Recent disruption in the Middle East is reshaping the LNG market in the short term.
Even as the industry prepares for a wave of new supply and long-term growth.
Join LSEG, S&P Global Energy and RBAC for a focused forum examining how today’s geopolitical shocks are colliding with longer-term market fundamentals.
The three speakers will dig into the issues in the Middle East and how the global market is balancing, the long-term ramifications for disruption and broader fundamentals development, and how risk and inter-regional pricing in the LNG market is evolving.
Event Information
Date: Wednesday, 15 July 2026
Time: 9.30am – 1.00pm (including lunch)
Location: The Auditorium, LSEG
One Raffles Quay, North Tower, #28-01, Singapore
Format: In‑person forum
Agenda:
9.30am – 10.00am –
Registration & Coffee
10.00am – 12.00pm –
Presentations
12.00pm – 1.00pm – Lunch
Speakers and Key Highlights:
Chong Zhi Xin
Director, Head of Asia Gas Research
S&P Global Energy
Presentation: Global LNG outlook: into the next cycle — uncharted territory
- Strait of Hormuz closure: how will the market rebalance?
- LNG supply wave: how will the War in the Middle East impact pre-war expectations of market surplus?
- Price outlook: how will global gas prices move in the short- and long-term?
Shruti Shah
Senior Research Specialist, LNG
LSEG
Presentation: Global LNG Outlook — Resilience Redefined, Flexibility Under Test
- Asia’s energy transition to stay LNG-led despite Middle East volatility
- Energy security to underpin sustained LNG demand in Europe
- LNG supply growth intact, but uneven and staggered
Dr. Ning Lin
Executive Director
RBAC
Presentation: From Shock to Structure: How the 2026 LNG Crisis Reshaped the Risk Map for Global Gas
- Why the US is decoupled from global gas prices and how long that lasts
- Three pricing paths through 2028 and where consensus is mispricing risk
- The structural reordering of global gas: separating Atlantic and Pacific markets, delayed supply, and the new risk map
