LNG market insights, reports and analysis

Green LNG and ASEAN’s energy and climate goals

David Callanan
August 27, 2026

LNG methane emissions management across the global value chain

David Callanan
August 27, 2026

Global LNG trade shifts towards Asia as European imports plunge

David Callanan
August 26, 2026

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Line chart titled 'Figure 16: International natural gas prices' showing USD per MMBtu from Jan 2021 to Nov 2026 for Henry Hub (orange), LNG Northeast Asia (blue), and TTF (gray) with event callouts along the timeline and a forward curve on the right.

Global LNG supply shows greater resilience to major disruption

August 26, 2026

Global LNG supply faced its biggest stress test since the 2022 energy crisis when disruption through the Strait of Hormuz constrained around 20% of worldwide LNG supply in 2026. The newly released Global Gas Report finds that the market proved considerably more resilient than four years earlier, supported by investment in new LNG capacity, regasification infrastructure, storage and increasingly diversified sources […]

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U.S. LNG exports by region of destination from 2022 to 2026

U.S. LNG exports rise 23% in first half of 2026

August 26, 2026

U.S. LNG exports increased by 23% year-on-year during the first half of 2026, reaching 3,167 Bcf as additional export capacity supported growing shipments to global markets. June exports alone reached 521.1 Bcf, up 28.3% from a year earlier, with cargoes delivered to 37 countries across Europe, Asia, Africa and Latin America. Why we selected this report: Released this week, the latest […]

Figure 2 shows year‑on‑year change in LNG exports (MMCM) from Jan 2025 to Jul 2026. Horizontal axis lists months, vertical axis shows change values up to ±12,000. Bars are stacked by region (Qatar & UAE in blue, North America in red, Australia in green, Russia in purple, Other in light blue) and a black line represents the total LNG exports trend over time.

Hormuz LNG supply losses largely offset by rising output elsewhere

August 26, 2026

Hormuz LNG supply disruptions have removed around 7.1 bcm per month of Qatari and UAE volumes from international markets compared with 2025, but rising production elsewhere has offset almost all of the shortfall. New analysis finds that additional LNG supply from North America and other producers added around 6.8 bcm per month during May-July, leaving the global market with a net […]

Asian LNG trade routes and Strait of Hormuz exposure

Asian LNG dominates global exposure to the Strait of Hormuz

August 19, 2026

Asian LNG buyers account for 83% of volumes exposed to the Strait of Hormuz, with 71.3 Mt of LNG destined for the region compared with just 9.1 Mt for Europe. China and India carry the largest individual exposure, highlighting how disruption at the key Middle East chokepoint could reshape competition for flexible LNG cargoes across global markets. Around 85.7 Mt of […]