LNG market insights, reports and analysis

US LNG export terminals and supply and capacity maps update – September 22, 2026

David Callanan
October 1, 2026

Global LNG trade falls as supply disruptions tighten markets

David Callanan
October 1, 2026

Southeast Asia LNG market growth strengthens the case for regional pricing

David Callanan
October 1, 2026

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China LNG demand: provincial Five-Year Plan LNG terminals and 2026 and 2030 import capacity

China LNG demand: what the 15th Five-Year Plan means for growth

October 1, 2026

China LNG demand faces a more conditional growth path under the country’s 15th Five-Year Plan, as energy security priorities intersect with electrification and competition from other fuels. The analysis examines how expanding import infrastructure, domestic production and gas-market reforms could shape LNG requirements through 2030. Why we chose this report: This report helps assess the policy drivers behind China’s future […]

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LNG carrier transporting liquefied natural gas under long-term supply contract

LNG methane emissions: developments in monitoring and compliance

October 1, 2026

LNG methane emissions management is becoming a practical consideration for market access, procurement and supplier competitiveness. This report reviews recent developments in monitoring, verification and certification, alongside implementation challenges under evolving regulatory requirements. Why we chose this report: This report brings together policy, research and corporate developments that help explain how emissions performance could influence LNG trade. Its coverage of […]

Southeast Asia LNG infrastructure: LNG import capacity in development by country, 2023-2026

Southeast Asia LNG infrastructure: planned buildout under pressure

October 1, 2026

Southeast Asia LNG infrastructure plans face growing supply and affordability risks, despite roughly 70 million tonnes per year of import capacity remaining in development. Alongside 106 GW of planned gas-fired power capacity, this buildout is being tested by supply disruptions, higher LNG prices and differing access to domestic gas. Why we chose this report: This report uses project-tracker data to […]

European gas outlook: LNG supplies to West and Central Europe fall 10% in 2026

European gas outlook: LNG disruption and storage risks cloud winter

October 1, 2026

The European gas outlook for winter 2026/27 is clouded by disrupted Middle Eastern LNG supply, lower storage levels and competition with Asia for replacement cargoes. The report’s base case suggests supply can meet demand, but cold weather or further disruptions could drive prices higher and leave a substantial storage-replenishment challenge for summer 2027. Why we chose this report: This report […]