In this commentary, Divyesh Desai examines some of the industry’s most widely held assumptions about Henry Hub pricing and US LNG contracts. The analysis questions whether US LNG is as cheap, flexible and low-risk as commonly believed, and explores the market dynamics that could reshape future pricing expectations. Cheap. Flexible. Stable. The swing supplier. Free […]
Asian LNG imports surged by more than 10% in the first half of June, potentially signalling a more aggressive return of Asian buyers ahead of the summer cooling season. After declining by 7% through March and May, Asia’s LNG imports surged by more than 10% yoy in the first half of June, potentially indicating a […]
Natural gas prices moved lower across Asian and European markets last week, while U.S. Henry Hub edged higher. JKM and TTF softened after easing Middle East tensions and stable supply conditions, but both rebounded late in the week as uncertainty returned and demand outlooks shifted. Asia – JKM The Northeast Asian assessed spot LNG price […]
Natural gas prices moved lower across Northeast Asia, Europe and the United States in the week of 8–12 June 2026, as geopolitical risk premiums eased and storage fundamentals remained in focus. JKM, TTF and Henry Hub all ended the week below the previous weekend’s levels. Asia – JKM The Northeast Asian assessed spot LNG price […]
Pakistan LNG imports have come under renewed pressure following disruptions to global gas supply chains, highlighting the risks facing countries that remain heavily dependent on imported fuel. According to a new analysis by Haneea Isaad, Sam Reynolds of IEEFA, Pakistan’s LNG supply was severely affected after disruptions involving Qatar’s Ras Laffan export complex and reduced […]
New analysis by Cedigaz highlights how major LNG importers are responding to disruptions in Qatar LNG supply, revealing significant differences in market flexibility, procurement strategies and energy security resilience. According to Cedigaz, Qatar’s LNG exports are largely tied to long-term contracts with limited destination flexibility. China is the largest contracted buyer with 27 mtpa, followed […]
Natural gas prices moved higher in Asia and Europe last week, while Henry Hub prices in the United States eased by the end of the week. JKM and TTF were supported by supply concerns, Middle East uncertainty and summer demand expectations, while HH softened as cooling demand declined. Asia – JKM The Northeast Asian assessed […]
Atlantic Basin LNG has emerged as the primary source of global LNG supply in recent months, helping offset market disruption linked to tensions in the Middle East and uncertainty surrounding the Strait of Hormuz. The region’s share of global LNG supply increased from 44% in February to 55% in May 2026, underlining its growing importance […]
Global gas prices remained under pressure in May, with both TTF and JKM trading well above their last year’s levels, albeit below the highs reached earlier in March. In Europe, TTF month-ahead prices were up by 40% YoY to an average of just above $16/mmbtu. Lower LNG supplies together with less piped imports from Norway […]