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Ras Laffan LNG tanker transporting liquefied natural gas

Ras Laffan LNG shutdown could remove 20% of global supply

Ras Laffan LNG production shutdowns following escalating conflict in the Middle East are threatening global gas markets and tightening LNG supply. The report warns that disruptions at Ras Laffan LNG could remove a major share of global export capacity and drive sharp price spikes. Ras Laffan LNG disruptions could have major implications for global gas markets as geopolitical tensions in […]

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US LNG export terminals map showing existing facilities

US LNG export terminals and capacity maps update (March 2026)

US LNG export terminals continue to expand as new projects move through construction, approval and regulatory review stages. Updated maps show existing facilities, projects under construction and proposed terminals across the United States, highlighting the scale of planned LNG export capacity growth. US LNG export capacity continues to expand as new terminals move through construction and regulatory approval across the […]

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European LNG imports by source showing rising US LNG share

European LNG imports risk rising dependence on US supply

European LNG imports have become a central pillar of the region’s gas supply following the sharp decline in Russian pipeline deliveries. The report warns that growing European LNG imports are increasingly concentrated among a small number of suppliers, raising new risks for supply security and pricing stability in the LNG market. European LNG imports have expanded rapidly as the region […]

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LNG supply shock impact on global gas markets

Middle East LNG disruption could reprice global gas markets

Middle East LNG supply disruptions are reshaping global gas market dynamics as halted Qatari exports and restrictions in the Strait of Hormuz tighten supply and increase competition for cargoes across Europe and Asia. A Middle East supply shock could significantly reshape global LNG markets as disruptions to Qatari exports and shipping routes through the Strait of Hormuz tighten supply and […]

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