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Sergio Chapa

Sergio Chapa

Senior LNG Analyst at Poten & Partners; energy journalist and author based in Houston, Texas

Jun 25, 2026

4:41
Tell me a little bit more about your, your projections going forward now, given everything that's happening in the straight of foremost.
4:46
Right.
4:46
So, I mean, at potent and partners, part of our job, we do two types of forecasts, short term, it's two year, right.
4:51
And then we do a longterm 20 year.
4:54
Um, kind of on our long-term forecast, we had 2026, 2027, kind of before all this, you know, straight-up hormones closure, we had forecast a supply glut happening kind of around 2027, kind of beginning this year, but then really going into effect in the summer of 2027, and then especially in the summer of 2028, a global supply glut of LNG based on all the projects, you know, under construction right now, commissioning, coming online.
5:26
when you take about 70 or 80 MTP off the market and, um, you know, that, that, that created a, uh, a shortfall, a supply shortfall instead.
5:36
So you went from a supply glut to a shortage in a matter of time.
6:38
Do you see more FIDs in Mexico for LNG or even Latin America, you know, to export the LNG to the world as a result of what's happening?

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