Reports, white papers, studies, and presentations by leading LNG industry commentators & analysts
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Trade policy interventions are becoming the most disruptive external risk for LNG contracts, reshaping pricing, flows and contractual flexibility. As tariffs, sanctions and regulatory bans proliferate, LNG contract structures are being tested in ways not anticipated at signing. Trade policy measures are increasingly shaping the performance and resilience of LNG contracts, adding new layers of legal, commercial and operational risk. […]
With abundant LNG supply expected from 2028, the EU methane regulation could become a global benchmark rather than a constraint on LNG imports. Compliance appears achievable at scale, with limited risk to supply security, though interpretation of MRV requirements may still create friction in LNG contracting. The EU’s methane rules introduce binding measurement, reporting and verification requirements for gas imports […]
One of the conclusions of this report on global gas markets is that LNG supply growth is increasingly reshaping gas price formation by linking regional markets more closely. More broadly, the report examines global gas supply, demand and pricing dynamics across major regions. It highlights changing LNG import patterns, evolving relationships between LNG benchmarks, Henry Hub and TTF, and the […]
This short briefing paper examines how the coming wave of global LNG supply could reshape gas markets by influencing pricing, contracting structures and market dynamics. It concludes that procurement strategies adopted by LNG buyers, particularly in Asia and Japan, will play a critical role in determining how this supply wave is absorbed and how markets evolve toward 2030. This paper […]
This company presentation outlines Equinor’s latest gas market outlook, with a focus on US gas fundamentals, LNG-linked pricing and Europe’s evolving supply balance. Equinor highlights how rising LNG exports are increasingly tying US gas prices to global markets, while Europe remains structurally dependent on LNG to meet demand. The deck also explores the interaction between European storage levels and LNG […]
Record-high US natural gas production continues to provide a strong foundation for LNG supply growth, reinforcing the country’s role as a key supplier to global gas markets. Data from the Federal Reserve Bank of Dallas shows sustained increases in marketed gas output, reflecting the structural strength of U.S. shale production following the post-2010 expansion. High production levels, combined with ample […]
The European gas market has entered winter in a stronger position, supported by high LNG inflows, comfortable storage and reduced dependence on Russian pipeline supply. Expectations of lower regional demand and continued US LNG strength are helping to contain price risks in the months ahead. The report notes that the European gas market remains well supplied as LNG continues to […]
US LNG exports continue to rise into early 2026, tightening the US gas balance at the same time winter heating demand lifts domestic consumption. Henry Hub has moved higher as stronger LNG pull and colder weather reshape near-term fundamentals. US LNG exports are set to increase further through 2025–2026, absorbing a growing share of US production and contributing to a […]
A new study examining Canadian LNG’s life-cycle emissions finds that exports from British Columbia rank among the lowest-carbon LNG supplies globally. When used in Asian power systems, Canadian LNG is shown to deliver significant emissions reductions, particularly where it displaces coal or higher-intensity LNG. The report assesses the life-cycle emissions of Canadian LNG, driven by hydro-powered liquefaction, lower methane intensity […]