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Archives: Reports & Presentations

global LNG market export forecast for 2026 under optimistic and pessimistic scenarios

Global LNG market holds together despite Strait of Hormuz shock

  • May 28, 2026
Bar chart of year-on-year LNG imports by region (JKT, China, SA, SEA) with a dashed line showing China’s percent change over time (Jan 2023–Apr 2026).

Asia takes the hit as global LNG market absorbs Hormuz shock

  • May 28, 2026
Global LNG trade chart showing LNG exports by region, with Atlantic Basin, Middle East and Pacific Basin shares in 2025.

Global LNG trade hits record 428 MT in 2025

  • May 28, 2026
US LNG exports by region showing Europe as the top destination in March 2026

US LNG exports surge as Europe remains top destination

  • May 28, 2026

Global LNG market may not return to pre-crisis conditions for years

  • May 28, 2026
AUSTRALIAN-LNG

Australian gas reservation proposal raises concerns for LNG exports

  • May 20, 2026
Chart showing global gas pricing mechanism changes from 2005 to 2025, with gas-on-gas competition rising and oil-linked pricing declining.

Global gas pricing shifts further towards LNG flexibility and gas-on-gas competition

  • May 20, 2026

Strait of Hormuz crisis points to a new era of petro-dominance

  • May 20, 2026
Ukraine LNG strategy showing tanker-truck delivery, local storage, regasification and decentralised gas supply from European LNG hubs

Ukraine LNG strategy focuses on decentralised gas supply and wartime energy resilience

  • May 20, 2026
European LNG diversification chart showing geopolitical risk contributions from Russian, Qatari, Algerian, Nigerian and U.S. LNG suppliers from 2026 to 2030.

European LNG diversification headache exposes new U.S.-Qatar trade-offs

  • May 20, 2026
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Recent Post
European LNG market chart showing the relationship between regasification utilisation and TTF-DESNWE price spreads from 2023 to 2026

European LNG market lacks the price signal to attract more cargoes

July 23, 2026
Natural gas and LNG prices chart showing JKM, TTF and Henry Hub trends to July 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (21 July 2026)

July 23, 2026
Stacked bar chart of LNG exports to the EU by country, H1 2022–H1 2026. Each bar shows France (dark navy), Spain (cyan), Belgium (blue), Others (gray) with H1 2026 highest around 12–13 bcm.

Russian LNG imports hit record high as Europe’s storage dilemma deepens

July 16, 2026
Natural gas prices for JKM, TTF and Henry Hub over the past year

Natural gas prices weekly update – JKM, TTF and Henry Hub (13 July 2026)

July 16, 2026
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Review of natural gas and LNG prices – January 20

February 19, 2025
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Permian Waha gas prices in negative territory for most of March

March 27, 2024
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?

May 20, 2026
Australian LNG

Record March for Australian LNG shipments

April 21, 2021
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Recent Analysis

European LNG market lacks the price signal to attract more cargoes

Natural gas prices weekly update – JKM, TTF and Henry Hub (21 July 2026)

Russian LNG imports hit record high as Europe’s storage dilemma deepens

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