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Qatar LNG supply disrupted as 12.8 mtpa outage hits global market balance

Editor
March 31, 2026

US natural gas prices soften as warmth returns despite strong LNG sendout

Editor
March 25, 2026

LNG supply gap emerges as Gulf disruption reshapes global market

Editor
March 25, 2026

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global LNG supply disruption Strait of Hormuz impact scenarios

Strait of Hormuz disruption threatens up to 87 bcm of global LNG supply

Global LNG supply is already tightening as disruption to flows through the Strait of Hormuz threatens exports from Qatar and the UAE. Scenario analysis shows that up to 87 bcm of global LNG supply could be at risk, with significant implications for prices and market balance. Global LNG supply faces significant disruption risk due to the ongoing closure of the […]

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Henry Hub natural gas prices for LNG trade and pricing showing Henry Hub at .14 per MMBtu on Feb. 28, 2026

U.S. natural gas supply supports LNG market stability as Henry Hub remains near $3/MMBtu

U.S. natural gas supply continues to support LNG market stability, with Henry Hub prices remaining near $3/MMBtu and production staying strong across major shale regions. Healthy storage levels and resilient output from Texas, Appalachia and Haynesville point to a well-supplied backdrop for LNG exports in 2026. The U.S. natural gas supply outlook remains supportive for LNG markets as production stays […]

global LNG trade flows and imports by region February 2026

Global gas market: LNG trade surges amid rising geopolitical risks

Global LNG trade strengthened significantly in February 2026, with imports rising to record levels, led by Europe amid lower domestic production and weaker storage levels. This report shows how global LNG trade flows continue to respond to regional price signals, with TTF premiums attracting flexible cargoes into Europe while Asian demand also contributed to growth. At the same time, the […]

Persian Gulf LNG supply disruption chart showing TTF and Argus North-East Asia gas prices surging in March 2026

Persian Gulf LNG supply disruption sends global gas prices higher and delays market rebalancing

The Persian Gulf LNG supply disruption has removed a major share of global LNG availability, pushing gas prices higher across Asia and Europe. The report shows how supply losses from Qatar and wider shipping disruption are tightening the market now while also delaying the expected wave of looser LNG balances. The Persian Gulf LNG supply disruption has rapidly become one […]