Global LNG market tightens as disruptions drive price surge and supply competition

Global LNG market chart showing EU spot LNG demand rising to 56 bcm without Qatari supply

The global LNG market tightened during the winter 2025–2026 season as geopolitical tensions and supply disruptions reduced available volumes and intensified competition for cargoes across regions. A combination of Middle East conflict, curtailed Qatari exports and rising demand in Asia pushed prices higher and increased volatility, highlighting the growing sensitivity of gas markets to global LNG dynamics. The global LNG […]

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