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How is the global gas market balancing out the Hormuz crisis?

Editor
May 20, 2026

The silent winners of US LNG – Gunvor, Vitol, Trafigura & portfolio players?

Editor
May 20, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (18 May 2026)

Editor
May 20, 2026

PREMIUM CONTENT

Australian gas reservation proposal raises concerns for LNG exports

Australian gas reservation proposals are raising fresh uncertainty across the LNG sector as the federal government considers requiring exporters to supply 20% of LNG export volumes to the domestic market, potentially affecting LNG contract structures, export flexibility and future LNG project economics. The paper notes that one of the biggest unresolved issues is how the Australian gas reservation framework would […]

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Chart showing global gas pricing mechanism changes from 2005 to 2025, with gas-on-gas competition rising and oil-linked pricing declining.

Global gas pricing shifts further towards LNG flexibility and gas-on-gas competition

Global gas pricing is continuing to shift away from oil-linked contracts towards more flexible gas-on-gas competition as LNG trade, spot cargoes and destination-flexible US supply increasingly reshape the structure of international gas markets, according to the latest IGU Wholesale Gas Price Survey. Global gas pricing has changed significantly over the past two decades, with market-based pricing gaining ground and gas-on-gas […]

Strait of Hormuz crisis points to a new era of petro-dominance

The Strait of Hormuz crisis is reshaping global LNG flows and highlighting how control over critical energy shipping routes is becoming an increasingly important component of “petro-dominance” in global energy geopolitics. The Strait of Hormuz crisis has intensified concerns over LNG and oil supply security, sharply increasing energy prices and exposing the vulnerability of countries dependent on Middle Eastern exports. […]

Ukraine LNG strategy showing tanker-truck delivery, local storage, regasification and decentralised gas supply from European LNG hubs

Ukraine LNG strategy focuses on decentralised gas supply and wartime energy resilience

The Ukraine LNG strategy could increasingly rely on small-scale LNG solutions to decentralise gas supply, strengthen wartime energy resilience and reduce dependence on vulnerable pipeline infrastructure. The Ukraine LNG strategy outlined in this report focuses on using small-scale LNG as a practical resilience tool rather than prioritising large coastal LNG terminals. It argues that Ukraine can build a “virtual gas […]