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Global LNG trade contracts as supply disruptions lift prices
Global LNG trade remained under pressure in September 2026, with imports falling 4.4% year on year to 32.8 million tonnes, the seventh consecutive monthly decline. Restrictions on shipments through the Strait of Hormuz continued to constrain exports from Qatar and the UAE, while imports fell across both Europe and Asia. European and Northeast Asian spot prices rose by around 21% […]
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UK LNG supply security depends on more than import capacity
UK LNG supply security depends on attracting cargoes when demand rises, rather than terminal capacity alone. This report examines how declining domestic gas production, limited storage and competition for flexible LNG shipments shape Britain’s exposure to supply shortages and price spikes. The analysis connects LNG procurement with seasonal gas balances, NBP–TTF price spreads and electricity system risks. It also considers […]
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Eastern Mediterranean gas faces hurdles in expanding LNG exports
Eastern Mediterranean gas offers opportunities to diversify LNG supplies, but turning offshore resources into reliable exports remains challenging. This backgrounder examines developments in Egypt, Israel and Cyprus, alongside the infrastructure and geopolitical constraints shaping the region’s prospects. Egypt’s liquefaction terminals provide the main route to global LNG markets, yet declining domestic production and rising electricity demand limit export availability. Bringing […]
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LNG as a marine fuel faces a narrowing compliance advantage
LNG as a marine fuel benefits from an expanding vessel fleet and established bunkering infrastructure, but its longer-term competitiveness faces growing pressure. This report examines how methane emissions, tightening regulation and competing fuels could reshape its role in maritime decarbonisation. The analysis explores whether LNG investment can support a transition to bio-LNG and e-methane or prolong dependence on fossil fuels. […]
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LNG INSIGHTS

Natural gas prices weekly update – JKM, TTF and Henry Hub (19 October 2026)
Natural gas prices rose sharply in Asia and Europe last week amid tightening LNG supplies, colder weather forecasts and geopolitical

Natural gas prices weekly update – JKM, TTF and Henry Hub (13 October 2026)
Natural gas prices increased across Asia, Europe and the United States last week, supported by geopolitical tensions in the Middle

Global LNG market tightens as TTF gas prices surge
TTF gas prices surged to their highest since Dec22, with the European benchmark closing yesterday at just over €87/MWh ($27.3/mmbtu).
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LNG Supply


Natural gas and LNG infrastructure under attack

Hormuz LNG supply losses exceed 50 bcm
LNG Demand
LNG Trade

LNG procurement strategies shift as buyers respond to supply disruption

China LNG imports fall as supply mix shifts





