BloombergNEF forecasts that the global liquefied natural gas (LNG) market will enter oversupply in 2028, later than the timing previously expected. The shift is attributed to disruptions linked to the war in the Middle East and to delays in major LNG projects, which together slow the pace at which new supply reaches the market. As a result, the emergence of a broader global glut is pushed back by about one year. The articles report that BloombergNEF’s update changes the expected oversupply timeline from an earlier projection to 2028, rather than the previously forecast year. The coverage highlights that geopolitical risk in the Middle East can affect LNG flows and development, while project delays reduce near-term additions to global capacity. Overall, both sources emphasize that the market outlook is being recalibrated based on timing—when additional LNG capacity becomes available—rather than a change in the longer-term direction toward oversupply. All statements are reported as BloombergNEF’s assessment.