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 […]
Asian LNG imports surged by more than 10% in the first half of June, potentially signalling a more aggressive return of Asian buyers ahead of the summer cooling season. After declining by 7% through March and May, Asia’s LNG imports surged by more than 10% yoy in the first half of June, potentially indicating a […]
Natural gas prices moved lower across Asian and European markets last week, while U.S. Henry Hub edged higher. JKM and TTF softened after easing Middle East tensions and stable supply conditions, but both rebounded late in the week as uncertainty returned and demand outlooks shifted. Asia – JKM The Northeast Asian assessed spot LNG price […]
Natural gas prices moved lower across Northeast Asia, Europe and the United States in the week of 8–12 June 2026, as geopolitical risk premiums eased and storage fundamentals remained in focus. JKM, TTF and Henry Hub all ended the week below the previous weekend’s levels. Asia – JKM The Northeast Asian assessed spot LNG price […]
Pakistan LNG imports have come under renewed pressure following disruptions to global gas supply chains, highlighting the risks facing countries that remain heavily dependent on imported fuel. According to a new analysis by Haneea Isaad, Sam Reynolds of IEEFA, Pakistan’s LNG supply was severely affected after disruptions involving Qatar’s Ras Laffan export complex and reduced […]
New analysis by Cedigaz highlights how major LNG importers are responding to disruptions in Qatar LNG supply, revealing significant differences in market flexibility, procurement strategies and energy security resilience. According to Cedigaz, Qatar’s LNG exports are largely tied to long-term contracts with limited destination flexibility. China is the largest contracted buyer with 27 mtpa, followed […]