Overview

Europe is expected to enter Winter 2026/27 with very low gas stocks. Its need to rebuild inventories and secure winter supplies could increase LNG demand and intensify competition with Asian buyers.

At the same time, supply growth may improve global availability and create a risk of oversupply. Market conditions will depend on demand recovery, regional gas balances and the flexibility of LNG cargo flows.

Geopolitical developments also remain important. Different scenarios involving the Strait of Hormuz could disrupt shipping routes and reshape global LNG trade.

LSEG experts will examine these issues through base, bullish and bearish price scenarios for the Winter 2026/27 season.

Key Discussion Topics

• European and Asian gas-market balances
• Europe’s low gas-storage levels
• Competition for flexible LNG supplies
• Market flexibility in a tightening gas environment
• Strait of Hormuz scenarios and their impact on LNG flows
• Winter 2026/27 gas-price outlook
• Base, bullish and bearish market cases

Webinar Details

Organiser: LSEG Data & Analytics
Date: Wednesday, 23 September 2026
Time: 10:00–11:00 AM BST | 5:00–6:00 PM CST

Speakers

Marina Tsygankova — Research Director, Gas and LNG, LSEG
Samuel Good — Research Manager, LNG, LSEG
Wayne Bryan — Research Principal, European Gas, LSEG
Yuriy Onyshkiv — Senior Research Specialist, European Gas, LSEG
 

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