Global LNG market information portal

Asian LNG demand weakens as Iran conflict reshapes energy strategy

Editor
April 15, 2026

Natural gas prices weekly update – JKM, TTF and Henry Hub (13 April 2026)

Editor
April 15, 2026

LNG geopolitics: ceasefire fails to ease supply risks

Editor
April 8, 2026

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Australian LNG export earnings and royalty returns chart showing higher export revenues but weaker royalty capture

Australian LNG windfall profits expose flaws in export tax settings

Australian LNG exporters are set to benefit from another period of elevated prices, but the report argues current tax settings do not ensure those gains are fairly shared. It shows how Australian LNG windfall profits could be better captured through reforms that improve public returns and reduce pressure on households and industry. This report argues that Australia’s current approach to […]

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Global LNG market chart showing quarterly LNG imports by source, with lower Qatar volumes and higher US supply in Q1 2026

Global LNG market tightens as Gulf supply disruption lifts prices but physical impacts remain limited

The global LNG market tightened sharply after disruption to Gulf exports pushed European and Asian gas prices higher in late Q1 2026. Despite the shock, rising North American supply and weaker Asian demand have so far helped prevent a more severe physical shortfall. This report shows how the global LNG market was jolted by the suspension of LNG exports from […]

Bar chart comparing LNG as marine fuel emissions pathways, including fossil, biogenic and synthetic LNG

LNG as marine fuel cuts shipping emissions in latest life cycle study

LNG as marine fuel can reduce shipping greenhouse gas emissions versus marine gasoil, with the strongest gains coming from biogenic and renewable synthetic pathways. The study shows fossil LNG can lower well-to-wake emissions, while methane slip, carbon source and electricity mix remain critical to overall performance. This report assesses the life cycle greenhouse gas intensity of LNG as marine fuel […]

Global LNG supply shock chart showing Summer 2026 JKM price distributions under no disruption, de-escalation and sustained disruption scenarios

Global LNG supply shock drives volatility and reshapes contracting structures

Global LNG supply is under near-term pressure as disruption in Middle East flows keeps spot prices and risk premiums volatile. But the deeper consequence is structural: buyers and sellers are reassessing supply diversity, pricing formulas and contract flexibility as the market adapts to a more security-focused trading environment. A short-term disruption to Middle East LNG flows is driving immediate volatility […]