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 […]
Natural gas prices moved higher in Asia and Europe last week, while Henry Hub prices in the United States eased by the end of the week. JKM and TTF were supported by supply concerns, Middle East uncertainty and summer demand expectations, while HH softened as cooling demand declined. Asia – JKM The Northeast Asian assessed […]
Atlantic Basin LNG has emerged as the primary source of global LNG supply in recent months, helping offset market disruption linked to tensions in the Middle East and uncertainty surrounding the Strait of Hormuz. The region’s share of global LNG supply increased from 44% in February to 55% in May 2026, underlining its growing importance […]
Global gas prices remained under pressure in May, with both TTF and JKM trading well above their last year’s levels, albeit below the highs reached earlier in March. In Europe, TTF month-ahead prices were up by 40% YoY to an average of just above $16/mmbtu. Lower LNG supplies together with less piped imports from Norway […]
Russia LNG ambitions are no longer constrained primarily by liquefaction capacity. Instead, shipping availability, Arctic logistics and sanctions-related technology restrictions are emerging as the key factors determining how much Russian LNG can actually reach global markets. Russia possesses some of the world’s largest natural gas resources and significant LNG production capacity. Yet despite continued interest […]
Natural gas prices showed mixed movements last week, with Asian LNG and European gas prices easing while U.S. Henry Hub prices rose. JKM and TTF were influenced by Middle East developments and softer European demand, while Henry Hub gained on summer demand expectations and lower-than-expected storage builds. Asia – JKM The Northeast Asian assessed spot […]
Canadian LNG is set to play a growing role in Germany’s energy diversification strategy after the two countries signed a landmark agreement paving the way for long-term LNG exports from Canada’s Pacific coast. Canada and Germany have signed a historic, first-of-its-kind Heads of Agreement paving the way for the export of LNG to the European […]
Natural gas prices showed mixed movements during the week of 18–22 May 2026, with Northeast Asian LNG prices supported by supply concerns and geopolitical tensions, while European and U.S. gas prices eased by the end of the week. Asia – JKM The Northeast Asian assessed spot LNG price JKM (July delivery) for last week (18 […]
Elevated LNG charter rates are being driven by traders seeking to preserve trading optionality amid stronger Asian demand expectations, longer voyage distances and continued uncertainty across global LNG shipping markets. As the US-Iran conflict enters its third month, Asia is increasing purchases of flexible Atlantic basin cargoes to offset reduced Middle East Gulf supply. This […]