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Natural gas prices weekly update – JKM, TTF and Henry Hub (7 May 2026)

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May 7, 2026

LNG shipping tightens as Europe storage deficit and price risk drive positioning

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May 6, 2026

Qatar LNG under constraint: capacity loss and export dislocation shakes global gas markets

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May 6, 2026

PREMIUM CONTENT

Global LNG liquefaction cost distribution showing proposed LNG projects reaching 4.25 USD/MMBtu across regions and project stages

Higher LNG liquefaction costs set to redefine global LNG markets

LNG liquefaction costs are rising as future supply increasingly depends on higher-cost and more complex projects. The report shows how higher LNG liquefaction costs are raising the market’s structural price floor, tightening supply responsiveness and reinforcing the role of long-term contracts. Higher LNG liquefaction costs are reshaping global LNG market dynamics by shifting future supply from a relatively low-cost legacy […]

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Global LNG market faces renewed supply risk as Strait of Hormuz disrupts trade

The global LNG market faced major disruption in Q1 2026 as the US-Iran war and Strait of Hormuz closure constrained Qatari and UAE exports. The report shows how supply risk, cold weather and shifting trade flows reshaped LNG prices, routes and buyer behaviour. The global LNG market entered 2026 expecting new supply from the US and Qatar to ease prices, […]

Bar chart of LNG cargo costs in Thailand in THB billions: pre-conflict cost 1,285; spot price increase 1,460; currency depreciation 154; current cargo cost 2,899, illustrating costs more than doubling by March 2026.

Thailand LNG imports exposed as Iran conflict highlights supply vulnerability

Thailand LNG imports are being exposed to growing supply risk as the Iran conflict highlights structural vulnerabilities in the country’s reliance on imported gas. Thailand LNG imports are becoming increasingly vulnerable as declining domestic gas production forces the country to rely more heavily on imported LNG. The report highlights how the Iran conflict has exposed the risks of Thailand’s growing […]

Map showing disrupted global oil and LNG trade flows through the Strait of Hormuz affecting Europe and Asia

Mediterranean energy security tested as crisis reshapes LNG and trade flows

Mediterranean energy security is being tested as regional crises reshape LNG and trade flows, highlighting growing interdependencies across energy, food and transport systems. Mediterranean energy security is entering a more volatile phase as geopolitical escalation and shipping disruptions reshape global LNG, oil and commodity flows. The report explains how the closure of key maritime chokepoints, rising LNG competition and tighter […]