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India, China LNG demand seen rebounding as prices ease

3 sourcesUpdated 15 Sept 2026, 2:33 am Coverage regionsIndia
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Industry executives said LNG demand in India and China should rebound once Middle East supply disruptions ease.

High spot prices have pushed some price-sensitive sectors to switch to alternative fuels.

Executives said the slowdown in demand is seen as temporary.

New production coming online is expected to help normalize supply and prices.

Why it mattersA rebound in LNG demand from two huge importers could lift global gas prices and reshape supply expectations once wartime disruptions fade.
More context

Officials from GAIL and PetroChina were cited in the reporting.

AGREEMENT VS DISAGREEMENT

What lines up. What splits.

A quick read on shared facts, changing details, and different emphasis.

What coverage agrees on

The reporting broadly agrees that weaker LNG demand in India and China is linked to elevated prices and supply disruption concerns, and that demand could recover if conditions improve.

What is changing or disputed

What remains uncertain is how quickly prices normalize and how fast demand returns once disruptions ease. The outlook also depends on the pace of new production coming online.

HOW COVERAGE DIFFERS

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Neutral1

Industry executives said India and China are likely to resume LNG demand after Middle East supply disruptions ease and prices decline. The reporting says price-sensitive sectors have already switched to alternative fuels because of high spot prices. Executives described the current slowdown as temporary and tied recovery to new production coming online. Officials from GAIL and PetroChina were cited in support of the outlook.

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The Economic Times Neutral framing Reported

India, China to see LNG demand rebound once Middle East supply crunch eases, executives say at Gastech con

Quick source take

Industry executives at the Gastech conference stated that India and China are expected to resume their liquefied natural gas demand once Middle East supply disruptions ease and prices decline. According to reports citing officials from GAIL and PetroChina, soaring spot prices driven by the conflict have temporarily forced price sensitive sectors to switch to alternative fuels. Executives remain confident that the slowdown is temporary and that demand will recover as new production comes online and prices normalize.