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Tag: LNG security

Asian LNG prices JKM rise sharply in 2026

The energy and economic impact of the Strait of Hormuz crisis

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

Japan-LNG-demand

Asian LNG market resilience faces a winter test

CEE LNG markets showing LNG imports by source country from 2021 to 2025

CEE LNG markets face a critical integration challenge

Line chart titled 'LNG Tight' showing two scenario curves (green and blue) of UGS volume (%) over time from May 2026 to March 2027; key points: May 2026 ~28%, Sep 2026 ~56%, peak late 2026 at ~76–77%, and by March 2027 down to ~14–30%.

Europe may need 86 bcm of LNG to refill storage

US LNG supply to Europe rises sharply between 2019 and 2025

Europe’s growing reliance on US LNG raises new security concerns

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

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