EU gas storage rate at 75%…IEA forecasts 3% decline in global LNG supply in 2026
Original headlineEU 가스 저장률 75%…IEA, 2026년 세계 LNG 공급 3% 감소 전망
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EU gas storage stood at 75% of capacity on October 21, with end-of-winter storage projected at 28% for 2025–2026, down from 34% a year earlier, ACER said in its October 27 market review. The International Energy Agency's Global Gas Security Review 2026, published November 3, reported that EU inventories entering the 2026–2027 heating season are at their lowest since 2013 and forecast a 3% decline in global LNG supply in 2026. Platts' JKM, the Northeast Asia LNG benchmark, was cited for December 2026 contracts. The lower storage buffer leaves Europe more exposed to winter demand spikes and supply disruptions, tightening the link between EU inventory levels and Asian spot LNG pricing. Traders will watch the pace of winter drawdowns, JKM forward curves and LNG supply developments for signals on whether EU storage can be rebuilt ahead of the next heating season.
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Named in this story
EU, IEA, ACER, Platts, JKM