PREMIUM CONTENT

LNG market access and investment concerns shape exporters’ position on EU climate measures
LNG market access, long-term contracts and investment predictability are central to exporters’ concerns about EU climate measures. Requirements for emissions measurement, verification and supply-chain information create challenges across gas production and trading arrangements. The Gas Exporting Countries Forum argues that unclear compliance conditions could discourage investment and make alternative destinations more attractive for supplies otherwise directed to Europe. Why we […]
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Natural gas retains a long-term role as the energy transition reshapes demand and trade
Natural gas retains a substantial role in the energy transition, even as global demand is projected to peak around 2035. Renewables and electrification reduce consumption in some markets, while gas continues to replace coal and oil in others. Expanding US LNG capacity and diverging regional import needs reshape trade and the markets available to exporters. Why we chose this report: […]
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LNG Canada Phase 2 faces a different investment landscape as costs and supply competition rise
LNG Canada Phase 2 aims to double the Kitimat facility’s export capacity to approximately 28 million tonnes annually, but its investment conditions differ from those of the first phase. Higher construction and financing costs, additional feedgas requirements and potential ownership changes complicate the expansion. New competing export capacity also raises questions about the market conditions the project will face. Why […]
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Gulf data centre energy demand raises gas supply and power infrastructure challenges
Gulf data centre energy demand is set to grow as Saudi Arabia, the UAE and Qatar pursue ambitious AI and cloud computing programmes. Meeting this demand will require coordinated investment in electricity generation, grids and gas supply, alongside renewables, batteries and more efficient cooling. The pace of construction creates a planning challenge: energy infrastructure must be ready to serve new […]
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LNG INSIGHTS

LNG shipments through Hormuz offer temporary relief as supply disruption persists
LNG shipments through the Strait of Hormuz offer temporary relief to Asian importers, but sporadic cargo movements do not signal

Natural gas prices weekly update – JKM, TTF and Henry Hub (5 October 2026)
Natural gas prices showed mixed movements last week as Middle East developments and changing supply expectations drove volatility. JKM and

European gas prices climb to new highs as market fundamentals tighten
European gas prices climbed to new highs in September amid tightening market fundamentals, continued geopolitical tensions and growing concerns over
UPCOMING EVENTS
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LNG Supply

Natural gas and LNG infrastructure under attack

Hormuz LNG supply losses exceed 50 bcm

European LNG regains ground in competition for flexible cargoes
LNG Demand
LNG Trade

LNG procurement strategies shift as buyers respond to supply disruption

China LNG imports fall as supply mix shifts






