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PREMIUM CONTENT: Global LNG

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LNG methane emissions intensity by country showing most suppliers above EU 0.2% and 0.4% thresholds

EU rules on LNG methane emissions could reshape imports and supplier competitiveness

Global LNG market chart showing quarterly LNG imports by source, with lower Qatar volumes and higher US supply in Q1 2026

Global LNG market tightens as Gulf supply disruption lifts prices but physical impacts remain limited

Global LNG supply shock chart showing Summer 2026 JKM price distributions under no disruption, de-escalation and sustained disruption scenarios

Global LNG supply shock drives volatility and reshapes contracting structures

Global gas demand chart showing regional natural gas demand growth through 2055

Global gas demand still set to grow as LNG drives supply and trade

Abstract visual of LNG emissions transparency showing digital tracking, verified emissions data, and LNG cargo monitoring

Digital systems accelerate LNG emissions transparency

Gulf LNG supply disruption visual showing an LNG export terminal and carrier during a global supply shock

Global LNG supply faces acute short-term risk as Gulf gas disruption removes 20% of the market

Map showing major global oil and LNG chokepoints and the share of maritime trade passing through the Strait of Hormuz, Strait of Malacca, Suez Canal and Bab el-Mandeb, and Panama Canal.

LNG chokepoint risk remains high for importers despite abundant global supply

Global LNG market feature image showing an LNG tanker, Middle East supply disruption and new export growth

Global LNG market faces supply shock as Middle East disruption collides with new export growth

Iran supply shock chart showing annual LNG tolling deal margins and value distribution from 2027 to 2030

Iran supply shock drives LNG portfolio risk as market volatility reshapes contract value

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

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