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 […]
European LNG flows are showing signs of a shift back towards the region, with six cargoes redirected to Europe so far in August compared with only two moving away. The reversal follows May and June, when around 12–13 cargoes per month were redirected from Europe towards Asia. So far in August, Kpler has tracked six […]
Natural gas prices strengthened across the major markets last week, with JKM, TTF and Henry Hub all ending above their previous-weekend levels. European prices saw the strongest gains amid geopolitical risks, storage concerns and expectations of higher temperatures. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week (11 – 14 […]
LNG shipping rates are falling despite an extraordinary geopolitical backdrop, with disruption through the Strait of Hormuz, constrained Qatari exports, elevated Asian LNG prices and relatively low European gas storage. Atlantic spot rates have recently fallen below $50,000/day, highlighting a growing disconnect between geopolitical risk and actual demand for LNG carriers. Yet LNG freight rates […]
Natural gas prices showed mixed movements during the week of 3–7 August, with Asian spot LNG prices broadly unchanged, European gas prices lower and U.S. Henry Hub prices easing amid robust production and ample storage. Asia – JKM The Northeast Asian assessed spot LNG price JKM for last week (3 – 7 August, September delivery) […]
The European LNG market is not currently sending the price signals needed to attract additional LNG cargoes, despite storage levels remaining well below last year’s levels. According to this analysis, narrow onshore-offshore price spreads are reducing the incentive to regasify LNG, leaving Europe with subdued imports and slower storage injections heading towards winter. The premium […]