LNG market insights, reports and analysis

Global LNG supply disruptions test the resilience of a more flexible market

David Callanan
November 4, 2026

EU methane regulations keep LNG market access at stake despite proposed delays

David Callanan
November 4, 2026

European LNG procurement proposals face a test of costs and market realities

David Callanan
November 4, 2026

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LNG demand in power generation: Bar chart comparing changes in coal, gas, wind and solar generation during 2019–2025 in selected gas-importing and gas-exporting countries.

LNG demand in power generation faces a challenge from renewables and batteries

November 4, 2026

LNG demand in power generation could face stronger competition from renewables and batteries than some industry outlooks anticipate, argues this investor bulletin. It questions assumptions that coal replacement and the need to balance renewable electricity will necessarily underpin sustained LNG demand growth. The analysis examines generation trends in gas-importing and gas-exporting countries, alongside examples from Asian electricity markets. It presents […]

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LNG market access: Bar chart comparing first-half 2026 short-term gas trading volumes on BRM EST, UEEX, EnExGroup and BRM Romania, measured in GWh.

LNG market access in South-Eastern Europe requires more than import terminals

November 4, 2026

LNG market access in South-Eastern Europe depends on more than regasification capacity and physical connections. This regional gas-market report examines how trading liquidity, capacity allocation and fragmented market rules affect the ability to move and trade gas across borders—with implications for LNG suppliers targeting customers beyond coastal import terminals. Greece’s Revithoussa terminal and Alexandroupolis FSRU provide gateways for supplies moving […]

Global LNG outlook: destination shares of US LNG exports shift between January–February and March–July 2026.

Global LNG outlook points to a slow recovery in Gulf supplies

November 4, 2026

The global LNG outlook remains constrained by disruption to Gulf exports and competition for available cargoes. Within a wider assessment of global commodities, this report examines how LNG supply losses, shifting trade flows and demand in Asia and Europe are shaping natural gas prices. Its baseline assumes a partial recovery in Gulf LNG exports during early 2027, while damaged Qatari […]

Global gas outlook: regional gas demand in the TotalEnergies Trends scenario from 2025 to 2060.

Global gas outlook sees emerging markets drive demand and US LNG exports expand

November 4, 2026

The global gas outlook points to emerging-market demand growth and an expanding US role in LNG exports. Within this broader energy presentation, the Trends scenario projects gas demand rising into the 2040s before broadly plateauing, as growth in emerging economies outweighs declining consumption in OECD markets. Industry and electricity generation underpin the projected increase, while the US share of global […]