With a Super El Nino, analyst asks: What happens to LNG demand?

AI Summary

Bernstein analysts say a forecast Super El Niño in 2026–27 is unlikely to materially reduce global LNG demand, even if warmer Asian winters lower some regional imports. The assessment suggests the weather event would have limited impact on the broader gas market.

A forecast “Super El Nino” in 2026-27 is unlikely to materially weaken global liquefied natural gas demand, despite the potential for significantly warmer winters in Asia, Bernstein analysts said in a research note. Bernstein analysts said even if the weather event becomes one of the strongest on record, the reduction in Asian LNG imports could ...