Russian LNG imports into the European Union reached a record level during the first half of 2026, highlighting the increasingly difficult position Europe faces as it seeks to reduce its dependence on Russian gas while rebuilding storage ahead of winter. Analysis by Greg Molnár shows that Russian LNG accounted for around 20% of EU LNG […]
Natural gas prices moved unevenly last week as geopolitical tensions near the Strait of Hormuz lifted JKM and TTF, while Henry Hub declined on softer weather forecasts, stronger inventories and lower LNG feedgas demand. Asia – JKM The Northeast Asian assessed spot LNG price JKM for August delivery rose to the high-USD 17s/MBtu on 10 […]
Global LNG exports are expected to continue expanding over the next two years, according to a new market analysis from Poten & Partners. While easing tensions around the Strait of Hormuz have improved vessel traffic, European storage refilling, Asian demand and seasonal weather patterns are expected to remain the main drivers of LNG trade and […]
Mexico LNG exports have entered a new phase with the commissioning of the Energia Costa Azul (ECA) LNG terminal on the country’s Pacific coast. The project creates a new export corridor for U.S. Permian Basin gas, enabling LNG cargoes to reach Asia via one of the shortest maritime routes while bypassing the Panama Canal. The […]
Nearly 100 days into one of the most significant LNG supply disruptions on record, the FSRU market continues to demonstrate remarkable resilience. While global LNG trade has softened, current conditions are being driven by supply constraints rather than weak demand, according to the latest quarterly market update from Fernleys, with tightening vessel availability and disciplined […]
Natural gas prices declined across major regional benchmarks last week, with JKM, TTF and Henry Hub all easing by 26 June as geopolitical risk moderated, supply conditions improved and traders responded to changing market fundamentals. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week (22–26 June) fell to low-USD 15s/MBtu […]
Australian LNG has long been regarded as one of the industry’s greatest success stories, transforming the country into one of the world’s leading LNG exporters through a wave of major projects commissioned between 2015 and 2019. In this latest analysis, Cedigaz argues that Australia’s experience also provides a valuable case study of the challenges increasingly […]
Against all odds, global LNG supply grew by 2% year-on-year in June, despite the continued disruption of flows via the Strait of Hormuz. This highlights the resilience of the global gas market and the effect of the unfolding LNG wave. LNG exports from the Middle East were down by 70% yoy in June, although exports […]
In this commentary, Divyesh Desai examines some of the industry’s most widely held assumptions about Henry Hub pricing and US LNG contracts. The analysis questions whether US LNG is as cheap, flexible and low-risk as commonly believed, and explores the market dynamics that could reshape future pricing expectations. Cheap. Flexible. Stable. The swing supplier. Free […]