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Category: LNG Supply

China LNG imports by supplier, showing monthly import volumes from Qatar, Australia, Malaysia, Russia, Indonesia and other sources between 2024 and April 2026.

How major importers are adapting to Qatar LNG supply disruptions

Atlantic Basin LNG utilisation rates compared with global LNG and Pacific Basin liquefaction utilisation between 2024 and 2026.

Atlantic Basin LNG remains critical to global supply despite seasonal maintenance

Russia monthly LNG production from 2021 to 2025 showing stable output despite growing shipping and logistics constraints

Russian LNG ambitions face growing shipping and logistics constraints

Map of TC Energy's planned gas pipeline (blue line) from Prince Rupert toward Mackenzie, with an orange dotted modified route to Ksi Lisims LNG labeled KSI LISIMS LNG near the coast.

Canadian LNG deal opens new long-term supply route to Germany

Active LNG SPAs from Qatar by destination and trade terms showing China and India as the largest buyers of Qatar LNG

Qatar LNG supply disruption exposes stark differences among importers

Chart showing how LNG supply growth, pipeline imports, European demand reduction and gas-to-coal switching are balancing Hormuz LNG losses.

How is the global gas market balancing out the Hormuz crisis?

Infographic titled 'Fearnley LNG Weekly Snapshot' showing Week 20, 14 May 2026, with Atlantic: Rates Hold and Pacific: Hot Competition sections and Worldwide notes.

LNG shipping market remains tightly balanced as Atlantic and Pacific dynamics diverge

Table of Europe LNG import mix by year/supplier; US rises from 28% (2021) to 63% (Q1 2026).

European LNG imports from the US expose limits of diversification strategy

Chart showing the status of Qatar LNG trains in April 2026, including operational, halted, out-of-service, and under-construction capacities.

Qatar LNG under constraint: capacity loss and export dislocation shakes global gas markets

Chart showing LNG supply disruption with 120 bcm cumulative losses due to Middle East conflict and Qatar project delays

Middle East conflict drives LNG supply disruption and delays market rebalancing

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