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LNG: Asia Demand and Data Centres Could Keep LNG Supply Tight: Tokyo Gas

LNG
Energy BulletsBulletPower BulletsCommodities

Increasing LNG demand from China, South Asia and Southeast Asia and rising data centre energy requirements could keep global LNG supply tight this decade, according to Yumiko Yao, at Tokyo Gas cited by Bloomberg.

  • Tokyo Gas future LNG procurement plans are complicated by uncertainty over data centre and AI power demand forecasts.
  • Tokyo Gas has plans in place to cover LNG supply this winter.
  • Many analysts expect a wave of new supply, including from the US and Qatar, to ease the tight market supply from around 2027.
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Increasing LNG demand from China, South Asia and Southeast Asia and rising data centre energy requirements could keep global LNG supply tight this decade, according to Yumiko Yao, at Tokyo Gas cited by Bloomberg.

  • Tokyo Gas future LNG procurement plans are complicated by uncertainty over data centre and AI power demand forecasts.
  • Tokyo Gas has plans in place to cover LNG supply this winter.
  • Many analysts expect a wave of new supply, including from the US and Qatar, to ease the tight market supply from around 2027.