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Tag: Strait of Hormuz

Figure 5.4: LNG portfolio contracts 2020–2030. Light blue bars = aggregator supply contracts, dark blue bars = aggregator sale contracts, grey line = portfolio net length.

Strengthening natural gas supply resilience after repeated shocks

Global LNG price curves and fuel-switching thresholds during the Hormuz crisis

LNG prices surge as Europe and Asia compete for scarce cargoes

Egypt Suez Canal and SUMED Pipeline energy infrastructure

Debt and disruption in the Gulf energy crisis

China LNG imports by source from January to July 2024–2026

China LNG imports fall as supply mix shifts

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

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

Asian LNG trade routes and Strait of Hormuz exposure

Asian LNG dominates global exposure to the Strait of Hormuz

Asia-Europe spot LNG price spreads, shipping costs and LNG re-export economics

LNG shipping routes more important than ever to global energy security

Global LNG market supply shortfall absorbed by Europe and Asia

Global LNG supply shortfall tops 30 million tonnes as U.S.-Iran conflict escalates

Stacked bar chart of monthly Mt/month from Jan-26 to Jul-26, showing Qatar (red), Canada (light gray), Oman (gray), and Other origins (dark gray) contributing to each total.

China LNG strategy points to $1.1 billion saving after shift away from Qatar

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