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Middle East conflict drives LNG supply disruption and delays market rebalancing

Editor
April 29, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (27 April 2026)

Editor
April 29, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (20 April 2026)

Editor
April 22, 2026

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Bar chart of LNG cargo costs in Thailand in THB billions: pre-conflict cost 1,285; spot price increase 1,460; currency depreciation 154; current cargo cost 2,899, illustrating costs more than doubling by March 2026.

Thailand LNG imports exposed as Iran conflict highlights supply vulnerability

Thailand LNG imports are being exposed to growing supply risk as the Iran conflict highlights structural vulnerabilities in the country’s reliance on imported gas. Thailand LNG imports are becoming increasingly vulnerable as declining domestic gas production forces the country to rely more heavily on imported LNG. The report highlights how the Iran conflict has exposed the risks of Thailand’s growing […]

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Map showing disrupted global oil and LNG trade flows through the Strait of Hormuz affecting Europe and Asia

Mediterranean energy security tested as crisis reshapes LNG and trade flows

Mediterranean energy security is being tested as regional crises reshape LNG and trade flows, highlighting growing interdependencies across energy, food and transport systems. Mediterranean energy security is entering a more volatile phase as geopolitical escalation and shipping disruptions reshape global LNG, oil and commodity flows. The report explains how the closure of key maritime chokepoints, rising LNG competition and tighter […]

Asia monthly LNG imports trend showing fluctuations from 2024 to 2026 during global LNG market tightening

Global LNG market tightens as supply disruptions increase competition for cargoes

The global LNG market tightened sharply in March 2026 as supply disruptions in the Middle East reduced exports and pushed spot prices higher across key regions. While the impact has been global, the shock has intensified competition for available LNG cargoes, with Asia drawing supply away from other markets and increasing exposure to volatile global dynamics. The global LNG market […]

Global LNG supply losses chart showing over 120 bcm impact from Middle East conflict and Hormuz disruption

Global LNG supply shock delays LNG wave as Hormuz disruption tightens markets

Global LNG supply has been sharply disrupted by the effective closure of the Strait of Hormuz, with the loss of almost 20% of global LNG volumes distorting short-term market fundamentals and delaying the expected wave of new liquefaction capacity. After strong supply growth helped ease markets earlier in the winter, the sudden Middle East shock has tightened balances, increased price […]