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Archives: Reports & Presentations

Stacked area chart of Australia's LNG contract volumes (dark gray) and spare LNG liquefaction capacity (blue) from 2026 to 2046; blue represents spare capacity beyond contracted volumes (source: IEEFA).

Australia LNG outlook faces growing risks from Iran conflict and tighter Asian gas markets

  • May 20, 2026
LNG shipping fleet growth chart showing LNG-capable ships in operation rising from 186 in 2020 to 846 in 2025, with 642 ships on order through 2030

LNG shipping faces growing pressure to secure low-GHG methane supply

  • May 20, 2026
European biomethane demand forecast split by sector showing transportation, industry, households, electricity and heat growth to 2035

Bio LNG emerges as a strategic maritime fuel amid energy security concerns

  • May 20, 2026
US LNG supply to Europe rises sharply between 2019 and 2025

Europe’s growing reliance on US LNG raises new security concerns

  • May 15, 2026
Global LNG flows chart showing 2026 volumes rising in January and February before falling sharply in March and April after Strait of Hormuz disruption

Global gas pricing avoids repeat of 2022 shock as Asian demand response rebalances LNG markets

  • May 15, 2026
Chinese LNG demand chart showing year-on-year changes in pipeline and LNG imports from 2021 to 2026

Chinese LNG demand weakens as Strait of Hormuz crisis reshapes gas strategy

  • May 15, 2026
Gulf LNG supply disruption visual showing an LNG export terminal and carrier during a global supply shock

LNG emissions management moves to centre stage as methane scrutiny intensifies

  • May 15, 2026
Global LNG market volatility driven by shipping routes and geopolitical chokepoints

Global LNG market volatility becomes structurally embedded

  • May 15, 2026
Methane emissions and upstream intensities of the top 10 emitting countries in 2025, showing oil, gas and coal sector emissions.

Cutting methane leaks could unlock major new gas supply volumes

  • May 15, 2026
Australian gas market Queensland LNG export demand by Curtis Island project in Q1 2026

Australian gas market softens despite tighter global LNG conditions

  • May 15, 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
Trending Posts

Alaska LNG sees more legal mire

June 3, 2024
Freeport-LNG

EIA Reports 7 Bcf Withdrawal From Storage; Freeport Awaits FERC Approval to Resume Service

November 22, 2023
Chart showing Japanese companies’ resales of Australian LNG in 2025 compared with eastern Australia’s domestic gas consumption.

Japanese reselling of Australian LNG challenges energy security claims

May 6, 2026
flex-driving-marginal- pricing

What is setting global gas prices?

November 14, 2023
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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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