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Author: David Callanan

Chart showing the status of Qatar LNG trains in April 2026, including operational, halted, out-of-service, and under-construction capacities.

Qatar LNG under constraint: capacity loss and export dislocation shakes global gas markets

Chart showing Japanese companies’ resales of Australian LNG in 2025 compared with eastern Australia’s domestic gas consumption.

Japanese reselling of Australian LNG challenges energy security claims

Chart showing LNG supply disruption with 120 bcm cumulative losses due to Middle East conflict and Qatar project delays

Middle East conflict drives LNG supply disruption and delays market rebalancing

Natural gas and LNG prices chart showing JKM, TTF and Henry Hub trends over the past year

Natural gas prices weekly update – JKM, TTF and Henry Hub (27 April 2026)

Natural Gas and LNG prices chart showing JKM, TTF and Henry Hub trends over the last year

Natural gas prices weekly update – JKM, TTF and Henry Hub (20 April 2026)

Chart showing LNG bunker fuel price trends in Singapore and Rotterdam compared to VLSFO and Brent after the Hormuz disruption

LNG bunkering prices surge as Hormuz disruption reshapes market dynamics

Monthly LNG imports in Asia by country, showing a decline in early 2026 following supply disruptions.

Asian LNG demand weakens as Iran conflict reshapes energy strategy

Natural Gas and LNG Prices chart showing JKM, TTF and Henry Hub trends over the last year to April 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (13 April 2026)

LNG carrier loading at export terminal in Qatar

LNG geopolitics: ceasefire fails to ease supply risks

Chart showing LNG carriers spot charter rates and JKM versus LNG deliveries, highlighting the impact of Hormuz disruption.

LNG carriers: the shipbuilding boom meets a geopolitical storm

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