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Australian LNG exporters are set to benefit from another period of elevated prices, but the report argues current tax settings do not ensure those gains are fairly shared. It shows how Australian LNG windfall profits could be better captured through reforms that improve public returns and reduce pressure on households and industry. This report argues that Australia’s current approach to […]
The global LNG market tightened sharply after disruption to Gulf exports pushed European and Asian gas prices higher in late Q1 2026. Despite the shock, rising North American supply and weaker Asian demand have so far helped prevent a more severe physical shortfall. This report shows how the global LNG market was jolted by the suspension of LNG exports from […]
LNG as marine fuel can reduce shipping greenhouse gas emissions versus marine gasoil, with the strongest gains coming from biogenic and renewable synthetic pathways. The study shows fossil LNG can lower well-to-wake emissions, while methane slip, carbon source and electricity mix remain critical to overall performance. This report assesses the life cycle greenhouse gas intensity of LNG as marine fuel […]
Global LNG supply is under near-term pressure as disruption in Middle East flows keeps spot prices and risk premiums volatile. But the deeper consequence is structural: buyers and sellers are reassessing supply diversity, pricing formulas and contract flexibility as the market adapts to a more security-focused trading environment. A short-term disruption to Middle East LNG flows is driving immediate volatility […]
Global gas demand is projected to keep rising through 2055 as power generation, industry and transport support long-term growth, especially in Asia Pacific, the Middle East and Africa. LNG is set to drive supply flexibility and trade expansion, with seaborne volumes doubling and accounting for around 65% of traded gas by mid-century. Global gas demand remains on a growth path […]
LNG emissions transparency is becoming a central requirement as regulation and buyer expectations push for clearer measurement and disclosure of carbon intensity. Emerging digital systems now enable emissions data to be tracked, verified, and attached to LNG cargos, potentially reshaping how LNG is traded and valued. LNG emissions transparency is moving from an emerging expectation to a practical requirement for […]
LNG methane emissions are becoming a critical compliance issue for Europe, with industry groups warning that up to 43% of EU gas imports could be deemed non-compliant from 2027. The report shows how gaps in MRV equivalence, limited reporting readiness and missing certification systems could tighten supply and raise prices. The report examines how methane management and wider GHG reduction […]
The Middle East LNG crisis is exposing major vulnerabilities in global energy supply, with damage to critical infrastructure and outages affecting a significant share of LNG exports. The report shows how disruption in Qatar and other producing regions is reshaping energy security, trade flows and transition planning. The report argues that the Middle East LNG crisis has become a defining […]
Global LNG supply is under severe short-term pressure as the shutdown of key Gulf export facilities removes around 83 million tons of LNG from international markets. The report argues that alternative suppliers can only partly offset the loss, leaving buyers exposed to higher prices, tighter competition and mounting supply insecurity. Global LNG supply is facing an acute shock following the […]