Cheniere Energy Tumbles as Global LNG Market Shifts to Oversupply Daily Volume Ranks 290th

On September 8, 2025, , , ranking 290th in market activity for the day.

The global LNG market is transitioning from a period of scarcity to a significant oversupply, a shift expected to reshape energy trade and pricing dynamics. Bloomberg reported that years of tight supply since 2022 will give way to a prolonged surplus beginning in 2026. This transformation is driven by rapid U.S. production expansion, . Meanwhile, projects like ExxonMobil and QatarEnergy’s Golden Pass are set to boost output, alongside Qatar’s North Field East expansion, which will further increase global supply.

Analysts note that rising LNG supply will outpace slowing demand, particularly in China, the largest importer. Reduced Chinese LNG purchases, fueled by domestic gas production and new pipeline infrastructure, are expected to limit global demand growth. This imbalance has already led to declining benchmark prices, . Persistent oversupply is projected to extend through 2030, .

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