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Author: David Callanan

Global gas prices surge as LNG flows shift due to Hormuz disruption

Global gas prices surge as Hormuz disruption reshapes LNG flows

Chart showing natural gas and LNG prices over the last year for JKM, TTF and Henry Hub.

Natural gas prices weekly update – JKM, TTF and Henry Hub (30 March 2026)

Chart showing global regasification and liquefaction capacity and the declining LNG downstream investment buffer through 2035.

Is the world investing sufficiently in LNG downstream?

Qatar LNG supply disrupted as 12.8 mtpa outage hits global market balance

US LNG feed gas demand 7 day average showing strong levels in 2026

US natural gas prices soften as warmth returns despite strong LNG sendout

LNG supply gap as global LNG supply faces disruption from Gulf crisis

LNG supply gap emerges as Gulf disruption reshapes global market

Diagram explaining LNG destination flexibility under DES and FOB shipping arrangements, showing how LNG cargoes can be diverted to original or alternative ports.

LNG destination flexibility and the future of global LNG trade

Chart showing US LNG accounting for 55% of total EU LNG imports and 27% of combined EU gas and LNG imports in the first half of 2025

European LNG security faces growing risks as reliance on US LNG deepens

Qatar LNG Ras Laffan gas processing and storage infrastructure on the Persian Gulf coast

Qatar LNG capacity hit as Ras Laffan attacks damage key trains

South Pars and North Field gas infrastructure map showing Ras Laffan LNG hub and Qatar gas network

South Pars strike exposes structural fragility in global gas and LNG markets

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