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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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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 […]

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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 […]

Global LNG market chart showing EU spot LNG demand rising to 56 bcm without Qatari supply

Global LNG market tightens as disruptions drive price surge and supply competition

The global LNG market tightened during the winter 2025–2026 season as geopolitical tensions and supply disruptions reduced available volumes and intensified competition for cargoes across regions. A combination of Middle East conflict, curtailed Qatari exports and rising demand in Asia pushed prices higher and increased volatility, highlighting the growing sensitivity of gas markets to global LNG dynamics. The global LNG […]

Strait of Hormuz map showing global oil transit routes and key energy chokepoint affecting China supply

Strait of Hormuz disruption exposes China’s energy vulnerability

Strait of Hormuz disruption is exposing China’s energy vulnerability as tensions around one of the world’s most critical energy chokepoints begin to impact global supply routes. As a key transit corridor for Middle Eastern oil, gas and LNG, any prolonged disruption is expected to increase transport costs, tighten supply chains and reshape trade flows across Asia. The Strait of Hormuz […]