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Natural gas prices weekly update – JKM, TTF and Henry Hub (29 June 2026)

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July 1, 2026

Australian LNG offers lessons for the global LNG industry

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July 1, 2026

Global LNG supply grew by 2% in June 2026 despite Hormuz disruption

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July 1, 2026

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Global LNG demand forecast range compared with LNG supply in operation and under construction

Global LNG demand expected to grow by 65% by 2050

July 1, 2026

Global LNG demand is expected to grow by around 65% by 2050, with Shell forecasting 660–710 mtpa by 2040 and 610–780 mtpa by 2050. Although the latest outlook is slightly more conservative than the company’s earlier projection of around 650 mtpa by 2040, it continues to highlight robust long-term demand growth led by Asia. Global LNG demand is forecast to remain on a long-term growth path, […]

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Bar chart of LNG imports by country (year-over-year change) from Jan-2021 to Jan-2026, with color legend for Australia, Indonesia, Malaysia, Qatar, Russia, US and Other, Source: Argus, GAC, Kpler, OIES

China LNG imports weaken as buyers favour pipeline gas

July 1, 2026

China LNG imports are expected to remain under pressure as weak industrial demand, high storage levels and greater reliance on pipeline supplies reduce the need for spot cargoes. This monthly China energy market review also examines LNG re-sales, changing import patterns and the impact of Middle East supply disruptions on China’s gas strategy. China LNG imports declined sharply in April, with […]

LNG methane emissions management covering policy, markets and companies

LNG methane emissions remain in focus as regulations evolve

July 1, 2026

LNG methane emissions continue to shape policy, investment and corporate strategies across the global gas industry. This monthly briefing highlights the latest regulatory developments, methane monitoring initiatives and emissions reduction efforts, alongside notable progress by LNG producers and exporters. It also covers methane monitoring and emissions management progress, including Indonesia’s work on online reporting systems and Shell receiving MiQ’s highest methane […]

Australian LNG supply shortfall forecast and domestic gas reservation outlook

Australian LNG and the debate over domestic gas reservation

July 1, 2026

Australian LNG producers are at the centre of an increasingly heated debate over domestic gas reservation and energy security. This presentation examines Australia’s proposed reservation scheme, its potential impact on domestic gas supply and prices, and why additional investment in production and infrastructure will remain essential. The presentation highlights that Western Australia has the largest state-level domestic and LNG gas demand, […]