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Tag: global LNG supply

Line chart titled 'Figure 16: International natural gas prices' showing USD per MMBtu from Jan 2021 to Nov 2026 for Henry Hub (orange), LNG Northeast Asia (blue), and TTF (gray) with event callouts along the timeline and a forward curve on the right.

Global LNG supply shows greater resilience to major disruption

  • August 26, 2026
Figure 2 shows year‑on‑year change in LNG exports (MMCM) from Jan 2025 to Jul 2026. Horizontal axis lists months, vertical axis shows change values up to ±12,000. Bars are stacked by region (Qatar & UAE in blue, North America in red, Australia in green, Russia in purple, Other in light blue) and a black line represents the total LNG exports trend over time.

Hormuz LNG supply losses largely offset by rising output elsewhere

  • August 26, 2026
Global LNG supply by region in 2026 showing quarterly year-on-year changes

Global LNG supply expected to remain broadly flat despite Gulf disruption

  • July 9, 2026
Chart showing global LNG supply growth by region despite the Strait of Hormuz disruption in June 2026

Global LNG supply grew by 2% in June 2026 despite Hormuz disruption

  • July 1, 2026
Global LNG supply losses chart showing over 120 bcm impact from Middle East conflict and Hormuz disruption

Global LNG supply shock delays LNG wave as Hormuz disruption tightens markets

  • April 29, 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
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

Qatar LNG supply disrupted as 12.8 mtpa outage hits global market balance

  • March 31, 2026
global LNG supply disruption Strait of Hormuz impact scenarios

Strait of Hormuz disruption threatens up to 87 bcm of global LNG supply

  • March 31, 2026
LNG supply gap as global LNG supply faces disruption from Gulf crisis

LNG supply gap emerges as Gulf disruption reshapes global market

  • March 25, 2026
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Recent Post
Spark30S spot charter rate by month: 2024 in green dotted, 2025 in light blue dotted, 2026 in dark blue line; grey band shows 5-year min–max range. Source: Spark Commodities, Timera Energy logo present.

LNG freight rates collapse as European demand grows

August 27, 2026
Natural gas prices chart showing JKM, TTF and Henry Hub trends over the last year

Natural gas prices weekly update – JKM, TTF and Henry Hub (24 August 2026)

August 26, 2026
Stacked bar chart of diversions toward Europe by previous destination, Jan–Aug 2026; totals per month are 5,3,7,3,2,3,2,6 and each bar is color-coded by region/Destination type.

European LNG regains ground in competition for flexible cargoes

August 19, 2026
Natural gas prices chart showing JKM, TTF and Henry Hub trends to August 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (17 August 2026)

August 19, 2026
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Recent Analysis

LNG freight rates collapse as European demand grows

Natural gas prices weekly update – JKM, TTF and Henry Hub (24 August 2026)

European LNG regains ground in competition for flexible cargoes

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