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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

Natural gas supply systems face growing geopolitical risks, reduced pipeline flexibility and greater exposure to weather-driven demand. Flexible LNG contracts, destination rights, swaps and floating storage can help redirect cargoes during a crisis, but market mechanisms alone may not prevent extreme prices or physical shortages. Physical reserves, emergency planning and international coordination therefore remain essential. Why we chose this report:  […]

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

LNG prices surge as Europe and Asia compete for scarce cargoes

LNG prices have reached new 2026 highs as the prolonged disruption to Middle Eastern supply intensifies competition between Europe and Asia. Asian demand has absorbed much of the adjustment through fuel switching and demand destruction, while Europe initially balanced the market by reducing storage injections. With that flexibility now running out, Europe must pay more to attract marginal LNG cargoes, […]

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Asian LNG prices JKM rise sharply in 2026

The energy and economic impact of the Strait of Hormuz crisis

The Strait of Hormuz crisis has severely disrupted global energy trade, including LNG flows from Qatar, which supplied most of the LNG passing through the waterway before the conflict. The report examines the resulting supply losses, price response and measures being considered by exporters and importing countries. Why we chose this report:  This report provides a detailed assessment of how […]

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Existing US LNG export terminals map – August 2026

US LNG export terminals and supply and capacity maps update – August 18, 2026

Updated Federal Energy Regulatory Commission (FERC) maps provide the latest overview of US LNG export terminals, covering existing facilities, approved projects and proposed developments as of August 18, 2026. The maps show eight existing export terminals, with most US LNG export capacity concentrated along the Gulf Coast in Texas and Louisiana. Operating facilities are also located in Alaska, Maryland and […]

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