LNG outlook in focus at FT Commodities Global Summit

D.TRADING CEO Dmytro Sakharuk joined senior executives from SEFE, Mercuria and Vitol for a panel discussion on “From Glut to Crisis – What is the outlook for LNG?” at the FT Commodities Global Summit in Lausanne.

The discussion focused on the rapid shift in global LNG markets, where the perception of oversupply is giving way to emerging structural constraints.

Participants noted that demand is already adjusting in parts of Asia, where high prices are driving a switch from gas to coal and oil, with a visible impact on industrial output. Europe is, for now, benefiting from weaker Asian demand, although this balance remains fragile.

A central theme was the growing importance of physical constraints. Storage levels, regasification capacity and infrastructure availability are increasingly shaping market behaviour and limiting flexibility across regions.

Regulatory developments are also starting to influence the market, with methane-related requirements and broader policy uncertainty affecting supply decisions.

Against this backdrop, volatility is becoming a structural feature of the LNG market, as global flows adjust to a more constrained and fragmented environment.

Watch the panel HERE