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Strait of Hormuz LNG disruption exposes risks to global LNG supply and Asian gas markets

Editor
March 18, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (16 March 2026)

Editor
March 18, 2026

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

Editor
March 11, 2026

PREMIUM CONTENT

Pakistan LNG imports decline amid surplus crisis

Pakistan LNG surplus crisis highlights need for flexible LNG contracts and reduced import dependence

Pakistan LNG surplus crisis underscores structural imbalances in the country’s gas market as falling demand and rising solar capacity reduce LNG consumption. The report highlights how rigid LNG contracts and geopolitical disruptions are exposing risks in Pakistan LNG supply strategy. Pakistan LNG surplus crisis reflects a deeper structural shift in the country’s energy system, where declining gas demand, rapid solar […]

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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 […]

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 […]

Strait of Hormuz LNG disruption chart showing LNG flows and share of gas demand by country

UPCOMING EVENTS

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Strait of Hormuz LNG disruption exposes risks to global LNG supply and Asian gas markets

Natural gas prices weekly update – JKM, TTF and Henry Hub (16 March 2026)

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

PREMIUM CONTENT

Pakistan LNG surplus crisis highlights need for flexible LNG contracts and reduced import dependence

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

Australian LNG exports decline as domestic policy shifts reshape supply outlook

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

LNG INSIGHTS

Strait of Hormuz LNG disruption exposes risks to global LNG supply and Asian gas markets

Natural gas prices weekly update – JKM, TTF and Henry Hub (16 March 2026)

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

UPCOMING EVENTS

7th American LNG Forum | April 20-21, 2026

LNG Supplies for Asian Markets (LNGA) | 21-22 April

LNG for Shipping 2026 | April 23 – 24

8th Global LNG Forum | April 28-29, 2026

7th Budapest LNG Summit | 7 May 2026

Flame-conference | Securing Gas & LNG Supplies of Today. Decarbonising the Future. | 19-21 May 2026

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LNG Supply

Natural gas prices surge as Hormuz crisis threatens LNG supply

LNG market outlook shifts as buyer power grows and supply momentum fades

Egypt LNG supply shaped by Israel–Egypt gas interdependence

LNG Demand

India’s LNG imports reshape global supply dynamics as hydrogen shift remains long term

Pakistan to defer 2026 LNG cargoes as weak demand and high RLNG prices persist

Global gas demand growth slowed to 0.5% in Q3

LNG Trade

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

Global gas price correlation strengthens as LNG links regional markets

Henry Hub prices suffer a near-record one-day collapse

Strait of Hormuz LNG disruption exposes risks to global LNG supply and Asian gas markets

Natural gas prices weekly update – JKM, TTF and Henry Hub (16 March 2026)

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