LNG geopolitics remain under pressure despite a temporary U.S.-Iran ceasefire, with a full resumption of LNG production from the Gulf unlikely. While some cargoes may exit the Strait of Hormuz, operators lack the confidence needed to restart production, keeping supply risks elevated. LNG geopolitics continues to be shaped by instability in the Strait of Hormuz, […]
LNG carriers are caught between a short-term freight spike and a medium-term oversupply risk tied to disrupted Qatari export volumes. The situation in the Middle East raises a challenging question: does the disruption mean more ships are needed, or fewer? Since late-February strikes on Iran, the Strait of Hormuz, handling ~22% of global LNG exports, […]
Waha gas prices averaged a record low of minus $3.7/mmbtu in March as the Permian hub continued to suffer from insufficient takeaway capacity. Gas prices at Waha averaged at a record low of minus $3.7/mmbtu in March, as the most famous Permian hub continues to suffer from insufficient takeaway capacity. Could you imagine paying one […]
Natural gas prices fell across Asia, Europe and the United States last week, with JKM, TTF and Henry Hub all declining amid recovering LNG supply, milder weather expectations and softer demand. While prices weakened early in the week, support emerged from South Asian cooling demand, European storage withdrawals and shifting storage dynamics. The Northeast Asian […]
US LNG exports are set to increase after the U.S. Department of Energy approved additional volumes from the Elba Island terminal, reinforcing global supply at a time of market disruption (April 2, 2026) The U.S. Department of Energy has authorized a 22% increase in LNG export volumes from the Elba Island terminal in Georgia, allowing […]
Global gas prices surged in March to their highest level since the 2022/23 gas crisis, with almost 20% of global LNG supply disrupted at the Strait of Hormuz. Asian and European gas prices surged in March to their highest level since the 2022/23 gas crisis, with almost 20% of global LNG supply disrupted at the […]
Natural gas prices moved unevenly last week, with JKM showing sharp volatility on Middle East tensions and Australian LNG outages, TTF easing overall on steady supply, and Henry Hub remaining broadly stable. The weekly trend in natural gas prices reflects shifting geopolitical risk, weather expectations, and storage and supply fundamentals across key gas markets. Asia […]
A growing mismatch between supply growth and import infrastructure suggests that LNG downstream investment is becoming one of the energy marketโs most overlooked needs. The common market perception has long been that “global regasification capacity has never been a bottleneck.” The data tells a more nuanced and increasingly concerning story. ๐ง๐ต๐ฟ๐ฒ๐ฒ ๐ณ๐ฎ๐ฐ๐๐ ๐๐ผ ๐ป๐ผ๐๐ฒ: The […]
Qatar LNG supply has been significantly disrupted following damage to infrastructure at Ras Laffan, forcing the shutdown of around 12.8 mtpa of export capacity, with outages expected to last three to five years. The disruption comes at a time when Qatar exported 81.2 million tonnes of LNG in 2025, representing 18.8% of global LNG shipments, […]