The global gas market is rapidly rebalancing following the Hormuz crisis as stronger LNG supply growth, higher pipeline imports and weaker gas demand in some regions help offset the loss of almost 20% of global LNG supply. The Hormuz crisis and the consequent loss of almost 20% of LNG supply profoundly disrupted the global gas […]
The rapid expansion of US LNG is increasingly strengthening the role of traders and portfolio players as destination-flexible, Henry Hub-linked volumes reshape the structure of the global LNG market and challenge Qatar’s more traditional long-term supply model. North America’s LNG boom is being written as a geopolitical story – US versus Qatar. We are missing […]
Natural gas prices rose across key global benchmarks during the week of 11–15 May 2026, with JKM, TTF and Henry Hub all moving higher amid supply concerns, weather-driven demand and storage developments. Asia – JKM The Northeast Asian assessed spot LNG price JKM (June delivery) for last week (11 – 15 May) rose to mid-USD […]
LNG shipping market conditions remained tightly balanced in recent weeks as disruptions linked to the Strait of Hormuz, shifting Atlantic and Pacific demand patterns, and uneven vessel availability continued to influence chartering activity and freight rates. Some significant LNG shipping developments in the Middle East over the past week, as both 𝗤𝗘𝗟𝗠 and 𝗔𝗗𝗡𝗢𝗖 vessels […]
European LNG imports from the US are rising sharply as Europe replaces Russian pipeline gas with seaborne LNG, but new analysis argues the shift is creating fresh supply concentration risks rather than genuine energy diversification. Europe is on track to source around two-thirds of its LNG imports from the United States in 2026, according to […]
Global gas prices moved sharply higher across key LNG markets in April 2026, as lower LNG availability, renewed geopolitical tensions and widening regional spreads reshaped pricing dynamics between Europe, Asia and North America. Gas prices moved all over the place in April, reaching new record lows in the Permian while remaining elevated in key Asian […]
Natural gas prices moved lower last week, with JKM and TTF declining on peace-talk optimism and weaker demand, while Henry Hub remained broadly unchanged. Asia – JKM The Northeast Asian assessed spot LNG price JKM (June delivery) for last week (4 – 8 May) fell to high-USD 16s/MBtu on 8 May from low-USD 18s/MBtu the […]
Natural gas prices continued to show mixed movements across Asia, Europe and the United States during the latest trading week. Asian LNG prices increased due to Middle East supply concerns, while European and U.S. natural gas prices also recorded moderate gains amid tightening supply expectations and inventory updates. Asia – JKM The Northeast Asian assessed […]
LNG shipping is tightening as Europe’s storage deficit and rising price risk drive portfolios to secure flexible tonnage ahead of winter demand. Is it simply arbitrage and tonne‑miles doing the work, or are shipping portfolios quietly leaning into a 𝗯𝘂𝗹𝗹𝗶𝘀𝗵 𝗟𝗡𝗚 𝗽𝗿𝗶𝗰𝗲 𝗼𝘂𝘁𝗹𝗼𝗼𝗸? At first glance, the story looks simple: wider arbitrage means longer voyages, […]