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PREMIUM CONTENT: Global LNG

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Strait of Hormuz map showing global oil transit routes and key energy chokepoint affecting China supply

Strait of Hormuz disruption exposes China’s energy vulnerability

Global gas demand growth by region showing slowdown in 2025 across major markets

Global gas demand growth slows as energy transition reshapes market dynamics

Global LNG capacity growth chart showing increasing supply from the United States, Qatar and other exporters through 2030

Global gas market enters a new phase of volatility as LNG and geopolitics collide

LNG supply price volatility chart comparing spot LNG, gas and crude oil prices across regions

LNG supply under pressure as crisis exposes logistics risks and diversification gaps

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

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