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Archives: Reports & Presentations

U.S. natural gas demand chart showing record high demand in 2025 across power, industrial, residential and commercial, net exports and other sectors

U.S. natural gas market tightens as demand, prices and power load growth rise in 2025

  • April 1, 2026
U.S. LNG exports by region of destination in January 2026, with Europe receiving 444.3 Bcf or 82% of total volumes

U.S. LNG exports ease to 539 Bcf in January 2026 as Europe remains dominant destination

  • April 1, 2026
Australia east coast gas market supply gap forecast chart showing southern gas supply gaps from 2026 to 2045 across Step Change, Slower Growth and Accelerated Transition scenarios

Australia east coast gas market faces supply gap risks from 2030 as southern production declines

  • April 1, 2026
global LNG supply disruption Strait of Hormuz impact scenarios

Strait of Hormuz disruption threatens up to 87 bcm of global LNG supply

  • March 31, 2026
Henry Hub natural gas prices for LNG trade and pricing showing Henry Hub at $3.14 per MMBtu on Feb. 28, 2026

U.S. natural gas supply supports LNG market stability as Henry Hub remains near $3/MMBtu

  • March 27, 2026
global LNG trade flows and imports by region February 2026

Global gas market: LNG trade surges amid rising geopolitical risks

  • March 25, 2026
Persian Gulf LNG supply disruption chart showing TTF and Argus North-East Asia gas prices surging in March 2026

Persian Gulf LNG supply disruption sends global gas prices higher and delays market rebalancing

  • March 25, 2026
India LNG import trend chart showing LNG imports rising from 24.3 MMT in 2021 to 48 MMT by 2030E

India LNG demand to grow structurally through 2030 but remain sensitive to global LNG prices

  • March 25, 2026
Middle East gas market impact scenarios chart showing LNG capacity loss, Strait of Hormuz supply recovery and global LNG additions from 2026 to 2035

Middle East gas market impact scenarios show how conflict could reshape global LNG balances

  • March 25, 2026
Qatar LNG supply disruptions chart showing US LNG destination shifts from Europe to Asia in 2025 actual and 2026 scenarios

Qatar LNG supply disruptions tighten global LNG market and reshape shipping dynamics

  • March 25, 2026
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Recent Post
LNG carrier loading at export terminal in Qatar

LNG geopolitics: ceasefire fails to ease supply risks

April 8, 2026
Chart showing LNG carriers spot charter rates and JKM versus LNG deliveries, highlighting the impact of Hormuz disruption.

LNG carriers: the shipbuilding boom meets a geopolitical storm

April 8, 2026
Chart showing Waha gas prices averaging minus $3.8/mmbtu in March 2026 due to Permian takeaway constraints

Waha gas prices hit record negative levels amid permian takeaway constraints

April 8, 2026
Natural Gas and LNG Prices chart showing JKM, TTF and Henry Hub trends over the last year to early April 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (6 April 2026)

April 8, 2026
Trending Posts
gas prices

Natural gas price benchmarks: wait and see

December 1, 2021

December LNG Cancellation-Free

October 22, 2020
Qatar LNG Ras Laffan gas processing and storage infrastructure on the Persian Gulf coast

Qatar LNG capacity hit as Ras Laffan attacks damage key trains

March 25, 2026
Australian LNG

Global gas prices and Australian perspectives

September 30, 2021
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Recent Analysis

LNG geopolitics: ceasefire fails to ease supply risks

LNG carriers: the shipbuilding boom meets a geopolitical storm

Waha gas prices hit record negative levels amid permian takeaway constraints

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