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Tag: global LNG supply

Asian LNG prices JKM rise sharply in 2026

The energy and economic impact of the Strait of Hormuz crisis

  • September 5, 2026
Hormuz LNG supply losses and growth in non-Gulf supply from March to August 2026

Hormuz LNG supply losses exceed 50 bcm

  • September 4, 2026
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
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Recent Post
LNG buyers expecting changes to their procurement strategies

LNG procurement strategies shift as buyers respond to supply disruption

September 17, 2026
Natural gas and LNG prices chart showing JKM, TTF and Henry Hub trends over the last year

Natural gas prices weekly update – JKM, TTF and Henry Hub (14 September 2026)

September 14, 2026
Natural gas and LNG prices chart showing JKM, TTF and Henry Hub trends over the last year

Natural gas prices weekly update – JKM, TTF and Henry Hub (7 September 2026)

September 11, 2026
Map showing attacks and security threats affecting global gas and LNG infrastructure in 2026

Natural gas and LNG infrastructure under attack

September 11, 2026
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Natural gas prices weekly update – JKM, TTF and Henry Hub (16 March 2026)

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Recent Analysis

LNG procurement strategies shift as buyers respond to supply disruption

Natural gas prices weekly update – JKM, TTF and Henry Hub (14 September 2026)

Natural gas prices weekly update – JKM, TTF and Henry Hub (7 September 2026)

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