LNG market insights, reports and analysis

Asian LNG dominates global exposure to the Strait of Hormuz

David Callanan
August 19, 2026

Global LNG demand may struggle to absorb the coming supply wave

David Callanan
August 19, 2026

Bangladesh LNG imports rise as domestic gas decline deepens

David Callanan
August 19, 2026

PREMIUM CONTENT

Asian LNG market resilience faces a winter test

August 19, 2026

The Asian LNG market has shown a degree of resilience despite supply disruptions linked to the Middle East crisis, supported by higher pipeline gas imports into China and increased LNG supply from producers including the United States and Canada. But that resilience could face a tougher test as Northern Hemisphere demand rises from summer into winter and price-sensitive Asian buyers […]

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Cedar LNG floating LNG facility in British Columbia, Canada

Canadian LNG faces opportunity and risk in a changing global market

August 13, 2026

Canadian LNG could benefit from growing demand for geographically diversified and politically stable supply, but it is entering the global market at a time of unprecedented capacity growth and increasing uncertainty over long-term LNG demand. The presentation examines Canada’s expanding LNG project pipeline within this wider context, including the potential impact of geopolitical disruption, Asian demand trends and the risk of […]

Global LNG market tanker transporting liquefied natural gas

Global LNG market set to shrink in 2026 as Gulf disruption hits supply

August 13, 2026

The global LNG market is now expected to shrink in 2026, overturning earlier expectations of a major increase in supply as restrictions on flows from Qatar and the UAE outweigh new production elsewhere. Global supply is forecast at 431 million tonnes, while tight European storage and strong Asian demand could intensify competition for cargoes ahead of winter. Second-quarter exports fell 4% year-on-year […]

Global LNG trade shifts as Gulf supply falls and North America gains

August 13, 2026

Global LNG markets saw significant shifts in July 2026, with geopolitical disruption to Gulf supply coinciding with expanding North American liquefaction capacity, new supply agreements and changing regional trade flows. This monthly review highlights the key market and project developments during July, against a backdrop of rising LNG imports into Europe and weaker demand across several major Asian markets. First-half trade […]