Asia LNG outlook 2027: From Hormuz disruptions to shifting market dynamics
Synopsis
Asia’s LNG market is heading into 2027 with supply routes, pricing and demand all in motion. This session looks at how ongoing disruptions in the Strait of Hormuz could affect cargo availability and trade flows, how new supply, including from Australia, is reshaping the market, and what demand across Japan, South Korea and China means for the year ahead. We will also share our 2027 price outlook and what it means for energy security, inflation and growth. The session closes with a look at what AI can do for LNG analysis when it is built on the right tools and data.
What you'll learn
- How ongoing Strait of Hormuz disruptions could shape Asian LNG supply, cargo availability and trade flows in 2027
- Which global supply and demand developments matter most, including Australia’s role in Asian LNG markets
- How LNG demand is trending across Japan, South Korea and China
- Whether 2027 is likely to be a buyer’s or seller’s market
- How LNG market developments affect energy security, inflation and economic growth across the region
- What AI can actually do for you, and why an agent is only as powerful as the tools you give it
Meet the speakers
Chen Kun
Kun Chen is a Lead Market Solutions at Kpler, where he works with traders, analysts, and shipping teams at the world's largest commodity firms to build intelligence solutions that fit the way they actually work. With over a decade of experience in commodity markets, Kun specialises in working with end-users to design and implement solutions built on Kpler's real-time data, from seaborne iron ore flows and vessel tracking to port inventories and cargo intelligence. He has a particular focus on helping clients bridge the gap between raw market data and the decisions they need to make, whether that means building custom data integrations, embedding Kpler's AI tools into existing analytical workflows, or capturing market signals through customised dashboards.
Jane Liu
Jane is a cross-commodity professional whose background combines physical commodity fundamentals with financial market expertise, bringing a cross-market perspective to global energy trade, price formation and risk management. Her experience spans the energy value chain, from upstream oil and heavy residues such as bitumen, through base oils, lubricants and downstream petrochemicals, to natural gas, LNG and other renewable commodities. Before joining Kpler, Jane was Director of Futures and Derivatives Strategy at ICIS, leading global initiatives in commodity derivatives, benchmarks and exchange partnerships. Previously, she led global base oils coverage at Argus Media and held commercial roles in physical base oils trading and chemicals brokerage.
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