How Shock, Timing, and Industrial Strategy Are Rewriting the LNG Era

The global LNG market is no longer shaped by familiar cycles of tightness and surplus. It is now defined by inelasticity, a structural rigidity that magnifies every disruption and slows every recovery. The collapse of the oversupply narrative is not a forecasting mistake. It exposes a system whose physical, geopolitical, and industrial constraints have converged [] The post How Shock, Timing, and Industrial Strategy Are Rewriting the LNG Era appeared first on Modern Diplomacy.