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Natural gas prices weekly update – JKM, TTF and Henry Hub (9 March 2026)

Editor
March 11, 2026

LNG shipping rates surge 600% as Hormuz risk reshapes global gas flows

Editor
March 10, 2026

Natural gas prices surge as Hormuz crisis threatens LNG supply

Editor
March 4, 2026

PREMIUM CONTENT

Strait of Hormuz LNG disruption impacting global gas supply routes and LNG trade flows

Strait of Hormuz disruption reshapes global LNG market outlook and long-term demand risks

Strait of Hormuz disruption is creating a severe LNG supply shock, driving volatility and raising concerns over long-term demand growth. The report highlights how geopolitical risks could accelerate energy diversification and reduce reliance on LNG imports. Strait of Hormuz disruption is emerging as a defining event for global LNG markets, with both immediate and long-term consequences for supply, demand and […]

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Australian LNG exports illustrated by LNG carrier docking at port facility

Australian LNG exports decline as domestic policy shifts reshape supply outlook

Australian LNG exports are declining as government policy prioritises domestic gas supply over exports. The report highlights how Australian LNG exports face long-term pressure from decarbonisation, rising competition and growing policy uncertainty. Australian LNG exports are entering a structural decline as domestic policy shifts and global market dynamics reshape the country’s role in LNG trade. Output has already started to […]

Global LNG demand and supply forecast showing widening gap between supply and demand through 2050

Global LNG demand set for long-term growth as Shell strengthens portfolio resilience

Global LNG demand is expected to grow significantly through 2040, supported by Asia’s rising energy needs and the role of LNG in the energy transition. The report shows how global LNG demand growth is underpinned by flexibility, energy security and long-term structural demand trends. Global LNG demand is set to expand strongly over the coming decades, with projections showing growth […]

Global energy dynamics power transmission infrastructure highlighting electricity networks and energy transition

Global energy dynamics reshape LNG markets amid geopolitics and transition uncertainty

Global energy dynamics are increasingly shaped by geopolitics, shifting trade flows and energy transition pressures, with LNG playing a central role in balancing supply security and demand growth. The report highlights how global energy dynamics are driving long-term investment decisions and market resilience strategies. Global energy dynamics are becoming more complex as geopolitical tensions, energy security concerns and the evolving […]