LNG market insights, reports and analysis

Winter LNG outlook hinges on lower inventories, weather and Middle East supply

David Callanan
November 13, 2026

Global LNG trade contracts as North American export projects advance

David Callanan
November 13, 2026

Southeast Asia LNG infrastructure plans face supply and affordability pressures

David Callanan
November 13, 2026

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LNG-to-power in Asia: Figure 5 compares completed, cancelled or inactive, and ongoing LNG power plants and import terminals in Bangladesh, the Philippines, Thailand and Vietnam.

LNG-to-power in Asia faces project setbacks that challenge demand growth expectations

November 13, 2026

LNG-to-power in Asia faces rising costs and prolonged development timelines, raising questions about how quickly emerging markets can absorb additional LNG supply. Across the Philippines, Vietnam, Thailand and Bangladesh, projects representing more than half of proposed power generation capacity were cancelled, withdrawn or inactive between 2021 and 2026. Fuel price volatility, turbine shortages and currency pressures continue to complicate investment […]

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Chart showing historical and projected Nigeria gas production from 2000 to 2050, measured in billion cubic feet per day.

Nigeria gas production outlook highlights limits to LNG export and domestic ambitions

November 13, 2026

Nigeria gas production is expected to grow, but projected additions fall well short of the country’s Decade of Gas ambitions. Even the most expansive scenario assessed indicates around 1.3 billion cubic feet per day of additional output by 2030, against a targeted increase of 4.6 billion. Much of the new supply is expected to serve LNG exports, sharpening the challenge […]

LNG shipping outlook charts showing newbuild LNG carrier deliveries through 2031 and fleet shares by propulsion type.

LNG shipping outlook faces vessel surplus despite tight gas markets

November 13, 2026

The LNG shipping outlook reveals a contrast between tight gas supplies and abundant vessel availability. While disrupted Middle Eastern exports and competition for US cargoes reshape trade flows, available tonnage continues to weigh on spot charter rates. A substantial newbuild delivery programme adds further pressure, with expanding liquefaction capacity expected to provide additional shipping demand. These themes feature in the […]

US LNG exports: EIA historical and forecast LNG gross exports in billion cubic feet per day, 2023–2027.

US LNG exports forecast to rise in broader energy outlook

November 13, 2026

US LNG exports are forecast to average 19 billion cubic feet per day in 2027 as new capacity ramps up and existing facilities expand. High international gas prices and comparatively low US prices support export economics. These projections form part of a broader short-term energy outlook covering oil, natural gas, electricity and coal, with the LNG findings linked to US […]