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Global Macro
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessIEA Medium-Term Gas Report Key Takeaways
The IEA published their medium-term gas report, providing an outlook of global supply and demand until 2026.
- Following a peak in mature markers in 2021, gas demand is set to slow by a third until 2026 while demand in mature markets is expected to decline by 1% per annum over the medium term.
- Gas demand growth is concentrated in high growth Asian markets, with China taking half of the incremental gas demand during the forecast period.
- The US will contribute half of the incremental LNG supply, taking its share to 25% by 2026.
- Overall, 70% of new LNG supply coming online is concentrated in 2025-2026.
- Northwest Europe is set to lose access to two formerly key sources of supply: pipeline flows from Russian and the Groningen gas field. This loss of supply could keep volatility in the market, as the continent is exposed to spikes through colder weather and an international LNG market.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.