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Global gas prices surge as Hormuz disruption reshapes LNG flows

Editor
April 1, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (30 March 2026)

Editor
April 1, 2026

Is the world investing sufficiently in LNG downstream?

Editor
April 1, 2026

PREMIUM CONTENT

Global LNG market feature image showing an LNG tanker, Middle East supply disruption and new export growth

Global LNG market faces supply shock as Middle East disruption collides with new export growth

The global LNG market in March 2026 was shaped by severe Middle East disruption, including halted Qatari LNG output, alongside continued project financing, terminal expansion and supply diversification across North America and Asia. Global LNG market tensions are increasing as buyers respond to supply risk, infrastructure growth and regulatory pressure. The global LNG market entered a more volatile phase in […]

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Iran supply shock chart showing annual LNG tolling deal margins and value distribution from 2027 to 2030

Iran supply shock drives LNG portfolio risk as market volatility reshapes contract value

Iran supply shock is reshaping LNG portfolio value as lost Qatari supply, volatile prices and thin liquidity force traders to reassess contract economics. The report shows how shifting supply expectations are changing LNG portfolio risk, valuation priorities and hedging decisions across the market. Iran supply shock has created a major disruption in global gas and LNG markets, removing around 13 […]

Strait of Hormuz crisis chart showing WTI, Brent and Dubai crude price divergence during Middle East supply disruption

Strait of Hormuz crisis drives LNG supply fears and sharper global energy market volatility

The Strait of Hormuz crisis is intensifying global energy market instability as disrupted flows, damaged infrastructure and rising geopolitical risks push oil and LNG prices higher. The report shows how the Strait of Hormuz crisis is worsening supply insecurity, especially for LNG importers in Asia. The report examines how the Strait of Hormuz crisis is creating a broad energy supply […]

Chart showing India’s high dependence on Middle East energy imports, including natural gas and LNG-linked fuels, in 2024

India LNG supply disruptions push coal-fired power higher as electricity demand surges

India LNG supply disruptions are increasing pressure on the country’s power system as tighter gas availability and rising LNG costs reduce the role of gas-fired generation. With electricity demand expected to exceed 270 GW, coal-fired power is being relied on more heavily to stabilise the grid and meet peak summer loads. India LNG supply disruptions are exposing the limits of […]