Morgan Stanley cuts its 2026 forecast for JKM (Asia LNG) to USD 8.50 (prev. USD 9.50) with plans to introduce a USD 7 view for 2027-28
Newsquawk Staff ·
Morgan Stanley cuts its 2026 forecast for JKM (Asia LNG) to USD 8.50 (prev. USD 9.50) with plans to introduce a USD 7 view for 2027-28.
What it means
Morgan Stanley's downgrade of its forecast for JKM prices indicates shifting supply-demand dynamics in the LNG market, which could impact energy markets and inflation expectations. The lower forecast for 2026 suggests a more bearish view on future pricing, likely reflecting anticipated increases in supply or reduced demand; this could translate into broader implications for inflation and currency valuation, particularly in energy-dependent economies.
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