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Tag: energy security

Table of Europe LNG import mix by year/supplier; US rises from 28% (2021) to 63% (Q1 2026).

European LNG imports from the US expose limits of diversification strategy

  • May 15, 2026
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
Chart showing LNG supply disruption with 120 bcm cumulative losses due to Middle East conflict and Qatar project delays

Middle East conflict drives LNG supply disruption and delays market rebalancing

  • April 29, 2026
Monthly LNG imports in Asia by country, showing a decline in early 2026 following supply disruptions.

Asian LNG demand weakens as Iran conflict reshapes energy strategy

  • April 15, 2026
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

  • April 15, 2026
Bar chart showing fertilizer import dependence on the Persian Gulf region in 2024, highlighting how Middle East supply disruption could hit low-income nations hardest

Middle East LNG crisis exposes fragility in global supply and energy security

  • April 8, 2026
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

  • April 8, 2026
US natural gas demand growth driven by LNG exports and Gulf Coast infrastructure

US LNG exports rise as Elba Island terminal gains additional export capacity

  • April 3, 2026
Diagram explaining LNG destination flexibility under DES and FOB shipping arrangements, showing how LNG cargoes can be diverted to original or alternative ports.

LNG destination flexibility and the future of global LNG trade

  • March 25, 2026
Chart showing US LNG accounting for 55% of total EU LNG imports and 27% of combined EU gas and LNG imports in the first half of 2025

European LNG security faces growing risks as reliance on US LNG deepens

  • March 24, 2026
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Recent Post
Henry Hub-linked US LNG pricing analysis showing Henry Hub gas price forecasts alongside LNG export infrastructure and an LNG carrier.

The myth of Henry Hub pricing in US LNG contracts

June 24, 2026
Stacked bar chart of Asia's LNG imports by country from Jan–Jun 2026, showing each month's change in bcm (China, India, Japan, Korea, Thailand, Other Asia) with a dashed line for year‑on‑year percentage change.

Asian LNG imports rebound as buyers return to the market

June 24, 2026
Line chart showing JKM, TTF and Henry Hub natural gas and LNG prices over the last year

Natural gas prices weekly update – JKM, TTF and Henry Hub (22 June 2026)

June 24, 2026
Chart showing JKM, TTF and Henry Hub natural gas and LNG prices over the last year.

Natural gas prices weekly update – JKM, TTF and Henry Hub (15 June 2026)

June 17, 2026
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Recent Analysis

The myth of Henry Hub pricing in US LNG contracts

Asian LNG imports rebound as buyers return to the market

Natural gas prices weekly update – JKM, TTF and Henry Hub (22 June 2026)

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