Global LNG Hub | LNG market insights, reports and analysis

Russian LNG ambitions face growing shipping and logistics constraints

Editor
June 3, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (1 June 2026)

Editor
June 3, 2026

Canadian LNG deal opens new long-term supply route to Germany

Editor
June 2, 2026

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European LNG supply reductions and non-EU demand cuts affect EU storage refill levels

European LNG requirements to meet storage refill targets

European LNG demand could reach 70 bcm this summer as Europe races to refill gas storage ahead of winter. Yet continued disruption to Middle East LNG exports threatens to tighten global supply, raising questions over whether storage targets can be met without significantly higher prices. European LNG requirements remain a central issue for Europe’s gas market as the region seeks […]

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US LNG supply outlook showing rising reliance on new unconventional gas production through 2050

US LNG economics sit inside a tightening price corridor

US LNG competitiveness could come under increasing pressure as the industry faces rising gas supply costs and growing competition from lower-cost producers. While existing LNG export capacity remains largely protected by long-term contracts, future projects may face a tougher investment environment as US production increasingly relies on higher-cost replacement supply. US LNG remains strongly positioned in the near term, supported […]

Line chart titled 'LNG Tight' showing two scenario curves (green and blue) of UGS volume (%) over time from May 2026 to March 2027; key points: May 2026 ~28%, Sep 2026 ~56%, peak late 2026 at ~76–77%, and by March 2027 down to ~14–30%.

Europe may need 86 bcm of LNG to refill storage

European LNG imports will need to reach around 86 bcm this summer if Europe is to meet its 90% gas storage target by 1 October. Lower LNG availability could significantly constrain storage refill efforts, highlighting the importance of securing sufficient LNG supplies ahead of the 2026/27 winter season. European LNG supply will be central to Europe’s summer gas storage refill strategy in […]

Table of Northeast Asia LNG import prices (USD per MMBtu) Jan–Apr 2026 by country with a weighted average.

Global LNG market review May 2026

Global LNG markets remained shaped by supply disruptions, new contracting activity and continued project development during May 2026. This monthly review highlights key developments across the LNG value chain, including ongoing disruptions to Qatari LNG exports, Australia’s proposed domestic gas reservation scheme, major US LNG expansion projects and new long-term supply agreements across Asia. Global LNG markets saw a busy […]