LNG market insights, reports and analysis

Russian LNG exports face potential shipping constraints as Arc7 fleet maintenance comes under scrutiny

David Callanan
October 14, 2026

Global LNG supply tightens as cargoes shift from Europe to Asia

David Callanan
October 14, 2026

Global LNG supply could fall by 17 million tonnes this winter

David Callanan
October 14, 2026

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Australian LNG: Australian LNG exports by value and volume

Australian LNG exports set to remain steady as earnings decline towards 2031

October 14, 2026

Australian LNG export volumes are forecast to remain close to 80 million tonnes annually through 2031, supported by new production capacity and ongoing investment in major projects. Export earnings are expected to rise from A$57 billion in 2025–26 to A$70 billion in 2026–27, before declining to A$42 billion by 2030–31 as global LNG prices moderate. New supply from projects including […]

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Methane regulations: Methane regulations and their levers across global gas markets

Global methane regulations reshape LNG trade and market access

October 14, 2026

Methane regulations are increasingly influencing global gas and LNG trade, with new requirements affecting market access, supplier contracts and investment decisions. Jurisdictions representing approximately 67% of global natural gas production have adopted or proposed operational rules addressing methane emissions. While international approaches are gradually converging around common measurement and reporting standards, significant differences remain between regulatory regimes. The report examines […]

US LNG export costs: Global LNG contracts by price indexation

US LNG export costs face upward pressure as domestic gas demand surges

October 14, 2026

US LNG export costs could rise significantly as expanding export capacity, growing electricity demand and higher production costs place increasing pressure on American natural gas supplies. A July 2026 report warns that US wholesale gas prices could double by the late 2030s compared with their 2020–2025 average, with implications for LNG importers worldwide. The analysis examines how rising LNG exports, […]

Global LNG supply outlook: Winter 2026/27 global LNG supply and demand waterfall

Global LNG supply outlook points to tighter winter markets and rising price risks

October 14, 2026

Global LNG supply outlook risks have intensified ahead of winter 2026/27, with approximately 15 million tonnes less LNG potentially available than last winter despite new export capacity. Continued disruption through the Strait of Hormuz is expected to outweigh additional supply from other regions, leaving international markets vulnerable to further tightening. Europe enters winter with nearly 13 bcm less gas in […]