Global LNG Hub

Global LNG supply could reshape gas pricing regimes and Henry Hub influence

Editor
December 17, 2025

Global gas prices ease in Asia and Europe on ample supply as US holds firm

Editor
December 17, 2025

Australian LNG exports soften as Asian demand weakens

Editor
December 17, 2025

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Australian LNG exports showing volumes and export values over time

Australian LNG export volumes set to remain steady as projects stay on track

Australian LNG continues to play a central role in global gas markets, underpinned by stable production, long-term contracts with Asian buyers, and its position as one of the world’s largest LNG exporters. While new global LNG supply is set to accelerate later this decade, Australia remains a cornerstone supplier for Northeast Asia and an important reference point for regional LNG […]

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LNG carrier transporting liquefied natural gas under evolving trade policies

Navigating LNG contracts amid shifting trade policies

Trade policy interventions are becoming the most disruptive external risk for LNG contracts, reshaping pricing, flows and contractual flexibility. As tariffs, sanctions and regulatory bans proliferate, LNG contract structures are being tested in ways not anticipated at signing. Trade policy measures are increasingly shaping the performance and resilience of LNG contracts, adding new layers of legal, commercial and operational risk. […]

Chart showing limited methane measurement cost impact on US gas prices

EU methane regulation unlikely to constrain global LNG supply

With abundant LNG supply expected from 2028, the EU methane regulation could become a global benchmark rather than a constraint on LNG imports. Compliance appears achievable at scale, with limited risk to supply security, though interpretation of MRV requirements may still create friction in LNG contracting. The EU’s methane rules introduce binding measurement, reporting and verification requirements for gas imports […]

Global LNG imports by region highlighting LNG supply growth and shifting demand patterns

LNG supply growth reshaping global gas price formation

One of the conclusions of this report on global gas markets is that LNG supply growth is increasingly reshaping gas price formation by linking regional markets more closely. More broadly, the report examines global gas supply, demand and pricing dynamics across major regions. It highlights changing LNG import patterns, evolving relationships between LNG benchmarks, Henry Hub and TTF, and the […]