LNG market insights, reports and analysis

Global LNG trade faces concentrated supply and chokepoint risks

David Callanan
September 24, 2026

EU methane regulation and the emissions profile of LNG suppliers

David Callanan
September 24, 2026

Global LNG supply security after the Hormuz disruption

David Callanan
September 24, 2026

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Canadian natural gas export prices remain above pre-pandemic average

LNG Canada in British Columbia’s expanding oil and gas economy

September 24, 2026

LNG Canada is one of several major projects examined in this study of British Columbia’s oil and gas economy. Drawing on published Canadian statistics, the report assesses construction spending, production, exports and employment, as well as the wider contribution of resource industries to the economy. Why we chose this report: The study shows how LNG Canada, Coastal GasLink and upstream […]

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US LNG export capacity build-up outlook from 2026 to 2031

US LNG exports could reshape global supply and gas prices

September 24, 2026

US LNG exports could account for more than one-third of global LNG supply by 2031, according to the study’s base case. The analysis examines the effects of export growth on the US economy and domestic gas prices, and models how slower growth could affect gas markets in Europe and Asia. Why we chose this report: This study connects the outlook […]

U.S. LNG exports by region of destination from 2022 to July 2026

US LNG exports rise 18.7% year on year in July 2026

September 24, 2026

US LNG exports reached 518.7 Bcf in July 2026, up 18.7% from a year earlier, with shipments reaching 35 countries. This monthly report breaks down LNG volumes and export prices by terminal and destination, alongside wider US natural gas trade by pipeline. Why we chose this report: The United States is a major supplier to the global LNG market, and […]

Bar chart of LNG supplies (TWh) to West & Central Europe by year (2020–2028); 2026 shows a −10% decline.

Global LNG market tightens as Europe prepares for winter

September 17, 2026

The global LNG market is tightening as continued disruption through the Strait of Hormuz restricts Qatari and UAE exports. New liquefaction projects are expected to replace only part of the lost supply, leaving global volumes lower in 2026. Europe faces particular exposure as it enters winter with reduced LNG availability and a smaller storage buffer. Why we chose this report: […]