LNG market insights, reports and analysis

Global LNG trade shifts towards Asia as European imports plunge

David Callanan
August 26, 2026

Global LNG supply shows greater resilience to major disruption

David Callanan
August 26, 2026

U.S. LNG exports rise 23% in first half of 2026

David Callanan
August 26, 2026

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Figure 2 shows year‑on‑year change in LNG exports (MMCM) from Jan 2025 to Jul 2026. Horizontal axis lists months, vertical axis shows change values up to ±12,000. Bars are stacked by region (Qatar & UAE in blue, North America in red, Australia in green, Russia in purple, Other in light blue) and a black line represents the total LNG exports trend over time.

Hormuz LNG supply losses largely offset by rising output elsewhere

August 26, 2026

Hormuz LNG supply disruptions have removed around 7.1 bcm per month of Qatari and UAE volumes from international markets compared with 2025, but rising production elsewhere has offset almost all of the shortfall. New analysis finds that additional LNG supply from North America and other producers added around 6.8 bcm per month during May-July, leaving the global market with a net […]

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Asian LNG trade routes and Strait of Hormuz exposure

Asian LNG dominates global exposure to the Strait of Hormuz

August 19, 2026

Asian LNG buyers account for 83% of volumes exposed to the Strait of Hormuz, with 71.3 Mt of LNG destined for the region compared with just 9.1 Mt for Europe. China and India carry the largest individual exposure, highlighting how disruption at the key Middle East chokepoint could reshape competition for flexible LNG cargoes across global markets. Around 85.7 Mt of […]

Global LNG demand and supply balance outlook from 2025 to 2050

Global LNG demand may struggle to absorb the coming supply wave

August 19, 2026

Global LNG demand could peak at 643 Mt in 2036, around 29 Mt below previous expectations, raising the prospect of a deeper and more prolonged period of oversupply as an unprecedented wave of new liquefaction capacity enters the market. The revised outlook questions whether geopolitical disruption will necessarily strengthen long-term LNG demand. Instead, concerns over energy security could encourage some […]

Bangladesh gas production decline and rising LNG imports from 2008 to 2024

Bangladesh LNG imports rise as domestic gas decline deepens

August 19, 2026

Bangladesh LNG imports are becoming increasingly important to the country’s energy system as declining domestic gas production widens the gap between supply and demand. But growing import dependence is also leaving Bangladesh increasingly exposed to global LNG price volatility and supply disruptions. Bangladesh began importing LNG in 2018 as ageing domestic gas fields matured and exploration failed to deliver sufficient commercially […]