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LNG market outlook shifts as buyer power grows and supply momentum fades

Editor
February 18, 2026

Egypt LNG supply shaped by Israel–Egypt gas interdependence

Editor
February 18, 2026

Global gas prices diverge as Asian LNG holds firm and European and US markets soften

Editor
February 18, 2026

PREMIUM CONTENT

EU and UK natural gas demand seasonal trends showing winter peaks and summer lows

Global gas demand rebounds as inventories tighten and trade flows shift

Global gas demand rebounded sharply at the end of the year while inventories declined, particularly in Europe, pointing to tightening supply conditions across key markets. The report tracks shifts in production, trade flows and storage that are shaping the global energy balance and influencing price dynamics. It offers essential context for understanding near-term market risks and the outlook for gas […]

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

LNG arbitration and contract performance risks

LNG arbitration cases are reshaping how dispute risk, post-award exposure and ongoing performance under long-term LNG contracts are managed across projects. Recent LNG arbitration proceedings highlight how disputes under long-term sale and purchase agreements can produce divergent outcomes even for projects with similar circumstances. The analysis explores how arbitration risk now extends beyond awards into enforcement and post-award litigation, while […]

Global LNG capacity growth shaping the global gas market

Global gas market reshaped by geopolitics and LNG

The global gas market is undergoing structural change as LNG expansion, shifting trade flows and geopolitical tensions reshape supply, demand and pricing dynamics worldwide. The report examines how the global gas market is evolving amid geopolitical tensions, the expansion of LNG trade and changing regional demand patterns. It highlights the growing interconnection between regional markets, the strategic role of LNG […]

Floating storage regasification unit supplying LNG to Asian markets

LNG supply expansion and the Asian market

LNG supply expansion is expected to reshape the Asian gas market as new export capacity, infrastructure investment and demand growth interact across the region. The report summarises discussions from a Singapore workshop on how expanding LNG supply will affect Asian markets, particularly Southeast and South Asia. It highlights the role of LNG in supporting energy security and the energy transition […]