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Global LNG supply is forecast to fall by 3% in 2026 as disruption to Gulf exports outweighs growth elsewhere. This global gas security review examines the consequences for importing markets, competition for cargoes and prices, alongside the role of flexible LNG contracts in helping buyers adjust. The report combines near-term gas supply and demand forecasts with analysis of LNG contracting, […]
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EU methane regulations remain a commercial challenge for LNG buyers and sellers despite proposals to delay key import requirements. This briefing examines why additional time would not resolve questions over emissions verification, contract responsibilities and continued access to European markets. The analysis highlights the difficulty of verifying upstream methane performance for US LNG sourced from interconnected pipeline networks. Its modelling […]
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European LNG procurement proposals face difficult questions over pricing, joint purchasing and whether long-term supply arrangements would deliver cheaper gas. This wider review of Europe’s energy competitiveness examines those questions alongside electricity markets, grids, nuclear energy and hydrogen. Its gas analysis challenges the assumption that US LNG or centralised purchasing would necessarily reduce European costs. It examines Henry Hub-linked pricing, […]
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LNG demand in power generation could face stronger competition from renewables and batteries than some industry outlooks anticipate, argues this investor bulletin. It questions assumptions that coal replacement and the need to balance renewable electricity will necessarily underpin sustained LNG demand growth. The analysis examines generation trends in gas-importing and gas-exporting countries, alongside examples from Asian electricity markets. It presents […]
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LNG market access in South-Eastern Europe depends on more than regasification capacity and physical connections. This regional gas-market report examines how trading liquidity, capacity allocation and fragmented market rules affect the ability to move and trade gas across borders—with implications for LNG suppliers targeting customers beyond coastal import terminals. Greece’s Revithoussa terminal and Alexandroupolis FSRU provide gateways for supplies moving […]
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The global LNG outlook remains constrained by disruption to Gulf exports and competition for available cargoes. Within a wider assessment of global commodities, this report examines how LNG supply losses, shifting trade flows and demand in Asia and Europe are shaping natural gas prices. Its baseline assumes a partial recovery in Gulf LNG exports during early 2027, while damaged Qatari […]
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The global gas outlook points to emerging-market demand growth and an expanding US role in LNG exports. Within this broader energy presentation, the Trends scenario projects gas demand rising into the 2040s before broadly plateauing, as growth in emerging economies outweighs declining consumption in OECD markets. Industry and electricity generation underpin the projected increase, while the US share of global […]
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Bolivia natural gas production has fallen sharply from its 2014 peak, weakening export revenues and raising the risk that domestic supplies will no longer cover consumption. This paper examines how investment conditions, contractual arrangements and subsidised prices have contributed to the decline of a sector that once underpinned the country’s economic stability. The analysis explores reforms intended to revive exploration […]
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Bangladesh LNG demand is increasingly shaped by declining domestic gas production, raising the country’s exposure to international prices and import costs. This presentation examines the consequences of growing fossil fuel import dependence for energy security, industrial competitiveness and the affordability of electricity. It also considers how domestic gas exploration, energy efficiency, renewables and regional electricity trade could limit future LNG […]
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