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Current gas output is not enough to meet LNG, Alberta, and U.S. pipeline export demand all at once—U.S. exports could be squeezed. Multiple LNG export terminals are underway on Canada’s West Coast, backed by growing pipeline capacity. Gas production is expected to grow steadily into the 2030s to feed LNG export projects and Alberta’s power and oil sands demands. There […]

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As LNG Canada shipped out its first LNG cargo at the end of June, the author of this briefing asks: “How is Canadian LNG expected to be priced? Is it going to be linked to Canadian market hub prices, such as the AECO hub? Have there been any announcements of term sale contracts specifically mentioning anything on the matter? Canadian […]

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Over the coming months, the seasonal spread in Europe will be influenced by progress in storage replenishment and the dynamics of both the ramp-up of new LNG supply and the pattern of growth (or not) in LNG demand in non-European markets. If the ramp-up of new supply proceeds quickly, and non-European demand remains weak, it may generate expectations of substantial […]

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The authors argue that applying the DOE’s methodology to five planned LNG projects indicates that each of them would result in a net increase in global GHG emissions regardless of the climate policy, energy demand, and technology assumptions underlying the calculation. LNG projects awaiting Final Investment Decision (FID) do not stand up to U.S. government analysis The authors argue that […]

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Despite uncertainties in oil markets the commissioning of the long awaited LNG Canada export facility has sparked optimism that the era of extremely low Canadian gas prices compared to Henry hub may finally end. Once fully operational this facility will have offtake capacity of 1.8 BCF/day. Two additional projects that have reached Final Investment Decision (FID) – Cedar LNG and […]

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Asia now has to live with the risk of LNG price volatility and sudden surges in demand from Europe. In recent years traders have diverted LNG cargoes from Asia towards Europe because they can obtain higher profits, and this trend is likely to continue if European demand for LNG remains high. ASEAN members plan to import more LNG, including as […]

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This year, we are entering a new phase in the gas market: LNG capacity is growing rapidly, yet geopolitical tensions, shifting demand, and logistical bottlenecks cast doubt on supply stability. This briefing outlines scenarios shaped by the upcoming Trump 2.0 energy policy, methane regulations, and chokepoints like the Suez and Panama canals. This policy brief from Center for Policy and […]

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While the increasing scrutiny of LNG imports is justified, it is important to recognize that these imports still play a relevant and strategic role in safeguarding national energy security, at least for now. In the absence of sufficient infrastructure, consistent domestic supply, and effective coordination, cutting off LNG imports prematurely could lead to energy instability, undermining industrial productivity and jeopardizing […]

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The ceasefire agreed last week between Israel-Iran, although shaky at first, has eased fears of a blockade to the crucial Strait of Hormuz. The risk premium associated with the conflict has disappeared, with the TTF price falling by 23% across the last week. The potential closure of the Strait would have significant consequences on global gas markets – roughly 105bcm […]

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