Global LNG Hub

Global LNG supply could reshape gas pricing regimes and Henry Hub influence

Editor
December 17, 2025

Global gas prices ease in Asia and Europe on ample supply as US holds firm

Editor
December 17, 2025

Australian LNG exports soften as Asian demand weakens

Editor
December 17, 2025

PREMIUM CONTENT

LNG carrier transporting liquefied natural gas under evolving trade policies

Navigating LNG contracts amid shifting trade policies

Trade policy interventions are becoming the most disruptive external risk for LNG contracts, reshaping pricing, flows and contractual flexibility. As tariffs, sanctions and regulatory bans proliferate, LNG contract structures are being tested in ways not anticipated at signing. Trade policy measures are increasingly shaping the performance and resilience of LNG contracts, adding new layers of legal, commercial and operational risk. […]

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Chart showing limited methane measurement cost impact on US gas prices

EU methane regulation unlikely to constrain global LNG supply

With abundant LNG supply expected from 2028, the EU methane regulation could become a global benchmark rather than a constraint on LNG imports. Compliance appears achievable at scale, with limited risk to supply security, though interpretation of MRV requirements may still create friction in LNG contracting. The EU’s methane rules introduce binding measurement, reporting and verification requirements for gas imports […]

Global LNG imports by region highlighting LNG supply growth and shifting demand patterns

LNG supply growth reshaping global gas price formation

One of the conclusions of this report on global gas markets is that LNG supply growth is increasingly reshaping gas price formation by linking regional markets more closely. More broadly, the report examines global gas supply, demand and pricing dynamics across major regions. It highlights changing LNG import patterns, evolving relationships between LNG benchmarks, Henry Hub and TTF, and the […]

Floating LNG production and loading facility illustrating the coming wave of global LNG supply

Implications of the coming wave of global LNG supply for global gas markets

This short briefing paper examines how the coming wave of global LNG supply could reshape gas markets by influencing pricing, contracting structures and market dynamics. It concludes that procurement strategies adopted by LNG buyers, particularly in Asia and Japan, will play a critical role in determining how this supply wave is absorbed and how markets evolve toward 2030. This paper […]