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Chart showing LNG and pipeline gas supply volumes from 2014 to 2024

What the Hormuz crisis revealed about LNG energy security

The Hormuz crisis may be easing, but the questions it raised for LNG markets remain highly relevant. This collection of expert articles examines how disruptions to one of the world’s most important energy chokepoints exposed vulnerabilities across the global gas system, from supply security and maritime trade routes to storage, pricing and buyer resilience. Several contributors explore the implications for […]

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LNG export growth showing North American LNG liquefaction capacity and production from 2015 to 2030

LNG export growth reshapes North American gas outlook

LNG export growth is becoming an increasingly important driver of North American natural gas markets. Rising LNG exports, growing power-sector demand and continued industrial expansion are expected to support higher gas consumption over the coming years. The outlook projects that North American LNG export capacity could double by 2030, requiring additional pipeline and storage infrastructure while reinforcing the region’s role […]

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CEE LNG markets showing LNG imports by source country from 2021 to 2025

CEE LNG markets face a critical integration challenge

CEE LNG markets have made significant progress in reducing dependence on Russian gas, supported by new LNG import terminals, interconnectors and alternative supply routes. However, the report argues that infrastructure alone is not enough to create a resilient regional gas market. Fragmented procurement, regulatory barriers and uneven access to LNG supplies continue to limit market integration across Central and Eastern […]

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LNG contracting chart showing the economics of US LNG exports to Europe from 2020 to 2027

Global LNG contracting accelerates in 2026

Global LNG contracting activity entered 2026 with strong momentum, alongside robust import demand, new project development and expanding liquefaction capacity. This Q2 market update examines the key trends shaping the global LNG market, including contracts, prices, supply growth, trade flows and the evolving outlook for buyers and producers. LNG contracting activity accelerated in early 2026, with 17 new SPAs concluded in […]

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LNG INSIGHTS
UPCOMING EVENTS