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US LNG supply to Europe rises sharply between 2019 and 2025

Europe’s growing reliance on US LNG raises new security concerns

US LNG has become increasingly central to Europe’s gas balance and energy security, but new analysis warns that growing dependence on American LNG exports is creating fresh supply and geopolitical vulnerabilities for the European market. US LNG is playing an increasingly central role in Europe’s gas balance as the EU reduces Russian gas imports and relies more heavily on LNG […]

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Global LNG flows chart showing 2026 volumes rising in January and February before falling sharply in March and April after Strait of Hormuz disruption

Global gas pricing avoids repeat of 2022 shock as Asian demand response rebalances LNG markets

Global gas pricing has risen sharply following disruption to LNG trade flows through the Strait of Hormuz, but fuel switching, delayed procurement and softer demand across key Asian markets have helped prevent a repeat of the extreme market dislocation seen in 2022. Global gas pricing has repriced higher as disruption to LNG shipments through the Strait of Hormuz tightens supply […]

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Chinese LNG demand chart showing year-on-year changes in pipeline and LNG imports from 2021 to 2026

Chinese LNG demand weakens as Strait of Hormuz crisis reshapes gas strategy

Chinese LNG demand is weakening as Beijing reduces spot LNG exposure and leans more heavily on pipeline gas, domestic production and coal-fired power following disruption to global gas trade flows through the Strait of Hormuz. Chinese LNG demand is under pressure as China responds to disruption in global energy flows by prioritising security, flexibility and lower exposure to spot LNG. […]

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Gulf LNG supply disruption visual showing an LNG export terminal and carrier during a global supply shock

LNG emissions management moves to centre stage as methane scrutiny intensifies

LNG emissions management is gaining momentum across global gas and shipping markets as governments, infrastructure operators and energy companies accelerate efforts to reduce methane emissions and improve transparency across the LNG value chain. LNG emissions management is becoming a central issue for global gas markets as methane scrutiny intensifies across policy, trading and shipping. The report highlights a shift from […]

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LNG INSIGHTS
UPCOMING EVENTS