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Tag: LNG supply

Chart showing how LNG supply growth, pipeline imports, European demand reduction and gas-to-coal switching are balancing Hormuz LNG losses.

How is the global gas market balancing out the Hormuz crisis?

Strait of Hormuz crisis points to a new era of petro-dominance

Stacked area chart of Australia's LNG contract volumes (dark gray) and spare LNG liquefaction capacity (blue) from 2026 to 2046; blue represents spare capacity beyond contracted volumes (source: IEEFA).

Australia LNG outlook faces growing risks from Iran conflict and tighter Asian gas markets

Global LNG flows chart showing 2026 volumes rising in January and February before falling sharply in March and April after Strait of Hormuz disruption

Global gas pricing avoids repeat of 2022 shock as Asian demand response rebalances LNG markets

Methane emissions and upstream intensities of the top 10 emitting countries in 2025, showing oil, gas and coal sector emissions.

Cutting methane leaks could unlock major new gas supply volumes

Global LNG liquefaction cost distribution showing proposed LNG projects reaching 4.25 USD/MMBtu across regions and project stages

Higher LNG liquefaction costs set to redefine global LNG markets

LNG 2021

Global LNG market faces renewed supply risk as Strait of Hormuz disrupts trade

Global LNG market chart showing EU spot LNG demand rising to 56 bcm without Qatari supply

Global LNG market tightens as disruptions drive price surge and supply competition

Global LNG capacity growth chart showing increasing supply from the United States, Qatar and other exporters through 2030

Global gas market enters a new phase of volatility as LNG and geopolitics collide

LNG supply price volatility chart comparing spot LNG, gas and crude oil prices across regions

LNG supply under pressure as crisis exposes logistics risks and diversification gaps

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