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Tag: Greg Molnar

Global gas prices surge as LNG flows shift due to Hormuz disruption

Global gas prices surge as Hormuz disruption reshapes LNG flows

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

EU-gas-storage

European gas storage levels reach 80% of working capacity

natural-gas-price

Gas prices ease into autumn – but Winter volatility isn’t off the table

natural-gas-price-benchmarks

Tight supply fundamentals and high storage injections kept gas prices above last year’s levels in

global-LNG-supply-growth

Global LNG supply growth is set to accelerate in 2026

TTF-JKM-correlation

TTF-JKM correlation hit record levels in the first half of 2025

LNG-supply-wave

LNG liquefaction capacity to increase by a staggering 300 bcm/y by 2030

LNG-sabine-pass

Feedgas flows to Sabine Pass, the largest LNG export plant in the US, down by 33%

benchmark-gas-prices

Natural gas prices down significantly across all key markets in April

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