PREMIUM CONTENT

LNG shipping routes more important than ever to global energy security
LNG shipping has emerged as one of the defining themes in this month’s global gas market review, as recent disruptions demonstrate that secure maritime transport has become just as important as LNG production in safeguarding global energy security. The Strait of Hormuz, Suez Canal and Panama Canal remain the most critical routes for LNG shipping because each connects major export […]
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Global LNG supply shortfall tops 30 million tonnes as U.S.-Iran conflict escalates
The global LNG supply shortfall linked to the renewed U.S.-Iran conflict has exceeded 30 million tonnes, with Europe now absorbing nearly three-quarters of the lost supply as disruption through the Strait of Hormuz raises the prospect of a significantly tighter LNG market ahead of winter. European LNG imports and storage injections remain below the levels required to rebuild inventories comfortably […]
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China LNG strategy points to $1.1 billion saving after shift away from Qatar
China LNG imports could be on course to save more than $1 billion this year after diversifying away from Qatari supply, according to a new scenario analysis which argues that lower-cost Canadian LNG has more than offset the additional costs associated with the Strait of Hormuz disruption. The analysis examines how China’s LNG procurement strategy has evolved since the disruption […]
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Latin America LNG market set to become a net exporter in the early 2030s
The presentation highlights a region in transition. While Latin America currently has around 97 mtpa of regasification capacity, utilisation remains relatively low at roughly 25%, reflecting weather-driven demand and the growing influence of domestic gas production. Brazil accounts for more than half of the region’s regasification capacity, while Mexico is increasingly shifting its focus from LNG imports towards exports. On the export side, […]
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LNG INSIGHTS

European LNG market lacks the price signal to attract more cargoes
The European LNG market is not currently sending the price signals needed to attract additional LNG cargoes, despite storage levels

Natural gas prices weekly update – JKM, TTF and Henry Hub (21 July 2026)
Natural gas prices rose sharply across Northeast Asia and Europe during the week of 13–17 July as escalating tensions around

Russian LNG imports hit record high as Europe’s storage dilemma deepens
Russian LNG imports into the European Union reached a record level during the first half of 2026, highlighting the increasingly
UPCOMING EVENTS
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