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While the increasing scrutiny of LNG imports is justified, it is important to recognize that these imports still play a relevant and strategic role in safeguarding national energy security, at least for now. In the absence of sufficient infrastructure, consistent domestic supply, and effective coordination, cutting off LNG imports prematurely could lead to energy instability, undermining industrial productivity and jeopardizing […]
The ceasefire agreed last week between Israel-Iran, although shaky at first, has eased fears of a blockade to the crucial Strait of Hormuz. The risk premium associated with the conflict has disappeared, with the TTF price falling by 23% across the last week. The potential closure of the Strait would have significant consequences on global gas markets – roughly 105bcm […]
This latest report by the Australian ACCC finds that there is a risk of shortfall in the fourth quarter of 2025 and throughout 2026 if Queensland LNG producers export all uncontracted gas. The east coast gas supply outlook for 2025 and 2026 has deteriorated despite an easing in gas prices in the second half of 2024, according to the ACCC’s […]
LNG Canada shipped out its first LNG cargo at the end of June. Japan holds the position of leading LNG importer with over 27 million tons of LNG imported during the first five months of 2025. JERA announced four deals to procure 5.5 million tons of LNG per year from the United States in early June. The deals represents significant […]
European LNG imports surged by a staggering 40% (or 22 bcm) yoy in H1 2025 to a new record high...
The Northeast Asian assessed spot LNG price JKM (August delivery) for last week (23 June – 27 June) fell to...
The Middle East crisis fuelled strong price volatility across Asia and European markets through June. The fear premium drove-up TTF...
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