Despite the recent rise in European gas due to supply risks and tensions in the Middle East, UBS believes the long-term picture may be different.

📉 LNG price outlook:

2026: 11.5$

2027: 10.5$

2030: 8$

The main reason: the entry of new gas liquefaction capacity, especially from the United States, which may increase global supply and put pressure on prices.

But in the short term, the Hormuz crisis and supply risks remain factors that could support prices and increase volatility.

🏦 UBS says the impact of falling prices differs between companies, with GTT and Shell and TotalEnergies standing out among the names drawing attention in this scenario.

🔥 Question: Do gas companies’ setbacks represent an opportunity ahead of the next LNG cycle, or will an oversupply squeeze the sector for years?

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