Global gas prices moved lower in Asia and Europe last week on mild demand and stable supply, while US prices rose on stronger LNG exports and colder weather expectations. Asia The Northeast Asian assessed spot LNG price JKM (January delivery) for last week (24–28 November) fell to the high-USD 10s/MBtu on 28 November from the […]
Global LNG trade more than quadrupled since the beginning of the century. This strong growth was accompanied by a profound qualitative transformation enabling the development of a global traded LNG market. The staggering growth of LNG trade was underpinned by three major investment cycles, respectively driven by Qatar, Australia and the United States. This propelled […]
Global gas prices diverged in November, with Asian and European benchmarks softening on strong LNG supply and relatively weak demand, while North American prices rallied on colder weather and higher gas consumption. Asian and European gas prices continued to soften in November amid strong LNG supply growth, geopolitical hopes and relatively weak demand. In contrast, […]
The global LNG market is watching closely as tensions escalate between Venture Global and Shell. A battle is brewing between US and European energy companies about the future of the global LNG market. Today (November 26), we learned that Venture Global (VG), the fastest-expanding company in the U.S. LNG sector, is accusing Shell of waging […]
Global gas prices diverged last week as stronger Asian LNG contrasts with softer European TTF and steady US Henry Hub. The Northeast Asian spot LNG marker JKM jumped to mid-USD 11s/MBtu on 21 November (January delivery), from high-USD 10s/MBtu the previous weekend, helped by widening Asia–Europe spreads and a shortage of available LNG carriers as […]
LNG charter rates surged sharply in mid-November, with Atlantic spot rates breaking above $100,000/day — their highest level since early 2024. This latest jump in LNG charter rates reflects tightening winter fundamentals driven by stronger LNG supply, rising floating storage and seasonal demand. Spot LNG charter rates soared by almost fivefold since the beginning of […]
US LNG exports are on track for a record-breaking year as America consolidates its role as the world’s dominant gas superpower. Rapid growth in dry gas production, booming LNG shipments and unprecedented new project FIDs are reshaping the global LNG market heading into 2026. The US gas industry is set to beat all records this […]
Global LNG prices softened last week, with JKM slipping into the high-USD 10s amid sluggish pre-winter demand, while TTF moved only marginally as mild weather kept fundamentals comfortable. Henry Hub firmed on colder weather forecasts and stronger feed-gas demand. The Northeast Asian assessed spot LNG price JKM (December delivery) for last week (10 – 14 […]
FLNG is becoming one of the fastest-growing sources of LNG supply, offering flexible offshore liquefaction that bypasses the need for large onshore infrastructure. New analysis from GECF highlights how floating LNG is accelerating upstream development, lowering costs, and enabling emerging producers to access global markets more quickly. The global LNG industry, historically anchored in large-scale […]