LNG market insights, reports and analysis

US LNG export terminals and supply and capacity maps update – October 5, 2026

David Callanan
October 22, 2026

Strait of Hormuz LNG disruption puts prices, trade flows and demand under pressure

David Callanan
October 21, 2026

Global LNG trade contracts as supply disruptions lift prices

David Callanan
October 21, 2026

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UK LNG supply security: monthly gas flows showing LNG and pipeline imports and exports from 2016 to 2026

UK LNG supply security depends on more than import capacity

October 21, 2026

UK LNG supply security depends on attracting cargoes when demand rises, rather than terminal capacity alone. This report examines how declining domestic gas production, limited storage and competition for flexible LNG shipments shape Britain’s exposure to supply shortages and price spikes. The analysis connects LNG procurement with seasonal gas balances, NBP–TTF price spreads and electricity system risks. It also considers […]

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Eastern Mediterranean gas fields, LNG terminals and pipelines in Egypt, Israel and Cyprus

Eastern Mediterranean gas faces hurdles in expanding LNG exports

October 21, 2026

Eastern Mediterranean gas offers opportunities to diversify LNG supplies, but turning offshore resources into reliable exports remains challenging. This backgrounder examines developments in Egypt, Israel and Cyprus, alongside the infrastructure and geopolitical constraints shaping the region’s prospects. Egypt’s liquefaction terminals provide the main route to global LNG markets, yet declining domestic production and rising electricity demand limit export availability. Bringing […]

LNG as a marine fuel: fuel costs including decarbonisation penalties compared with sustainable marine fuels, 2024–2050

LNG as a marine fuel faces a narrowing compliance advantage

October 21, 2026

LNG as a marine fuel benefits from an expanding vessel fleet and established bunkering infrastructure, but its longer-term competitiveness faces growing pressure. This report examines how methane emissions, tightening regulation and competing fuels could reshape its role in maritime decarbonisation. The analysis explores whether LNG investment can support a transition to bio-LNG and e-methane or prolong dependence on fossil fuels. […]

Russian LNG exports: Snapshot of the Yamal Arc7 fleet on June 12, 2026

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

October 14, 2026

Russian LNG exports could face additional logistical challenges as European restrictions on maritime services place increasing pressure on the specialised ice-class tanker fleet supporting the Yamal LNG project. A June 2026 briefing examines the dependence of Russia’s Arctic LNG operations on European shipyards, technical expertise and access to specialist equipment. The analysis focuses on Denmark’s Fayard shipyard, identified as the […]