Global LNG Hub - Part 39

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Global LNG trade rises despite demand uncertainty in Europe

The August 2025 GECF Monthly Gas Market Report highlights rising LNG trade, with global imports up 6.6% year-on-year in July, driven by strong European demand for storage injections and reduced pipeline flows. The feature article examines the EU–US trade agreement, which commits Europe to $750 billion in US energy imports by 2028, positioning LNG as the centerpiece. However, limited US […]

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The strategic rise of U.S. LNG in Asia-Europe trade and pricing dynamics

This report explores the growing geopolitical and market significance of U.S. LNG exports. It highlights the deepening price link between Northeast Asian LNG spot prices and European benchmarks (TTF), driven by arbitrage trade and flexible U.S. LNG volumes. Despite this convergence, the U.S. Henry Hub price remains largely disconnected from global spot prices. The report underscores that while increased U.S. […]

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LNG to play key role in Australia’s electricity market

The Australian Energy Market Operator (AEMO) is formally integrating gas infrastructure planning – including LNG regasification – into its long-term electricity system roadmap. This positions LNG as a flexible, and lower-emission alternative to firm up renewable electricity. LNG supply potential can now directly influence where and how Australia builds new electricity infrastructure, especially gas-fired power generation. Source: AEMO

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Restricted Russian gas supply to Europe: crisis scenario optimization and comparative analysis

As the European Commission proposed to gradually halt the import of Russian gas (and oil) by the end of 2027, the authors construct two near identical LNG portfolios, one with restricted Russian imports to Europe. This setup helps simulate what would happen if Europe could no longer rely on Russian gas. Source: Calypso / X LNG

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