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LNG shipping routes more important than ever to global energy security

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July 23, 2026

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

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July 23, 2026

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

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July 23, 2026

PREMIUM CONTENT

Stacked bar chart of Latin American liquefaction capacity by exporting nation from 2019 to 2045, with Trinidad, Peru, Mexico, Argentina, and Guyana/Suriname stacked by year.

Latin America LNG market set to become a net exporter in the early 2030s

July 23, 2026

The presentation highlights a region in transition. While Latin America currently has around 97 mtpa of regasification capacity, utilisation remains relatively low at roughly 25%, reflecting weather-driven demand and the growing influence of domestic gas production. Brazil accounts for more than half of the region’s regasification capacity, while Mexico is increasingly shifting its focus from LNG imports towards exports. On the export side, […]

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LNG supply outlook under prolonged Strait of Hormuz disruption

New LNG supply could soften the long-term impact of Gulf disruption

July 23, 2026

The next wave of global LNG supply could significantly reduce the long-term market impact of the recent Gulf disruption, even if shipping constraints through the Strait of Hormuz continue to slow the recovery of Qatari exports. North American LNG has already helped absorb part of the supply shock, with new US and Canadian projects offsetting some of the losses from […]

EU gas storage stocks remain below previous years in 2026

Tight global LNG market complicates Europe’s storage rebuild

July 16, 2026

Global LNG market conditions remain exceptionally tight as disruption to Persian Gulf LNG supplies and resilient demand across parts of Asia continue to reshape global trade flows. Despite steady growth in North American LNG production, Europe faces a more difficult path to rebuilding gas storage ahead of winter, increasing the likelihood of greater reliance on just-in-time LNG supplies. Global LNG supply […]

LNG shipping transits through the Strait of Hormuz, Suez Canal and Panama Canal

LNG shipping moves beyond traditional chokepoints

July 16, 2026

LNG shipping routes are set to become more diversified as new export capacity emerges in North America and Africa, reducing dependence on traditional chokepoints such as the Panama Canal, Suez Canal and Strait of Hormuz. This shift could improve the flexibility and resilience of global LNG trade as volumes expand toward 2030. Around 250 million tonnes per annum of new […]