Disruption to Middle Eastern LNG flows is prompting buyers to reassess how they secure supply and manage geopolitical risk. Geographic diversification, more flexible purchasing arrangements and stronger contractual protections are emerging as central elements of LNG procurement strategies. A new McKinsey survey of LNG buyers indicates that the disruption to transit through the Strait of […]
Natural gas prices rose sharply in Asia and Europe last week as geopolitical tensions and supply concerns intensified. JKM reached its highest level in about two and a half years, while Henry Hub weakened on robust U.S. production and ample inventories. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week […]
Natural gas prices strengthened across the major benchmarks last week. JKM and TTF rose amid tighter LNG supply, winter competition and geopolitical risks, while Henry Hub moved higher on stronger LNG feedgas and cooling demand. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week (31 August – 4 September, October […]
Natural gas and LNG infrastructure is facing an unprecedented number of attacks amid rising geopolitical tensions, military actions and hybrid warfare… all in an increasingly complex and fragmented world. 2026 was marked by the brutal return of geopolitics in the energy and gas markets space, with gas and LNG infrastructure increasingly at risk of becoming […]
Hormuz LNG supply losses have exceeded 50 bcm since March 2026 as Qatar and the Emirates have remained effectively cut off from global LNG trade. However, rapidly rising production elsewhere—particularly in North America—has offset around two-thirds of the missing Gulf supply. The 50 billion loss: Qatar and the Emirates have been effectively cut off from […]
Natural gas prices moved higher across all three major benchmarks last week, with JKM and TTF supported by tighter LNG supply-demand conditions and geopolitical uncertainty, while Henry Hub gained on expectations of stronger autumn and winter demand. Asia – JKM The Northeast Asian JKM spot LNG price rose to the mid-USD 24s/MBtu on 28 August, […]
China LNG imports declined again during the first seven months of 2026, extending the sharp contraction recorded last year and pushing China behind Japan in the global importer rankings. Behind the headline decline, however, the country’s supply mix is undergoing a significant reshuffle as geopolitical disruption and changing trade relationships redirect volumes towards Australia, Southeast […]
The Spark Commodities Spark30S Atlantic LNG freight rates assessment collapsed to $9k/day on 24 August, the lowest reading on record for this time of year. Loaded volumes show little variation over recent weeks, which makes this primarily a routing story rather than a supply one: Atlantic Basin cargoes are increasingly netting back to Europe over […]
Natural gas prices moved higher across the major LNG and gas benchmarks last week, with JKM and TTF rising sharply amid tighter supply concerns and geopolitical tensions, while Henry Hub recorded a modest increase. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week (17–21 August, October delivery) rose to high-USD […]