PREMIUM CONTENT

Europe’s growing reliance on US LNG raises new security concerns
US LNG has become increasingly central to Europe’s gas balance and energy security, but new analysis warns that growing dependence on American LNG exports is creating fresh supply and geopolitical vulnerabilities for the European market. US LNG is playing an increasingly central role in Europe’s gas balance as the EU reduces Russian gas imports and relies more heavily on LNG […]
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Global gas pricing avoids repeat of 2022 shock as Asian demand response rebalances LNG markets
Global gas pricing has risen sharply following disruption to LNG trade flows through the Strait of Hormuz, but fuel switching, delayed procurement and softer demand across key Asian markets have helped prevent a repeat of the extreme market dislocation seen in 2022. Global gas pricing has repriced higher as disruption to LNG shipments through the Strait of Hormuz tightens supply […]
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Chinese LNG demand weakens as Strait of Hormuz crisis reshapes gas strategy
Chinese LNG demand is weakening as Beijing reduces spot LNG exposure and leans more heavily on pipeline gas, domestic production and coal-fired power following disruption to global gas trade flows through the Strait of Hormuz. Chinese LNG demand is under pressure as China responds to disruption in global energy flows by prioritising security, flexibility and lower exposure to spot LNG. […]
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LNG emissions management moves to centre stage as methane scrutiny intensifies
LNG emissions management is gaining momentum across global gas and shipping markets as governments, infrastructure operators and energy companies accelerate efforts to reduce methane emissions and improve transparency across the LNG value chain. LNG emissions management is becoming a central issue for global gas markets as methane scrutiny intensifies across policy, trading and shipping. The report highlights a shift from […]
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LNG INSIGHTS

European LNG imports from the US expose limits of diversification strategy
European LNG imports from the US are rising sharply as Europe replaces Russian pipeline gas with seaborne LNG, but new

Global gas prices move all over the map in April as LNG market volatility intensifies
Global gas prices moved sharply higher across key LNG markets in April 2026, as lower LNG availability, renewed geopolitical tensions

Natural gas prices weekly update – JKM, TTF and Henry Hub (11 May 2026)
Natural gas prices moved lower last week, with JKM and TTF declining on peace-talk optimism and weaker demand, while Henry
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