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LNG carrier transporting liquefied natural gas under long-term supply contract

LNG arbitration and contract performance risks

LNG arbitration cases are reshaping how dispute risk, post-award exposure and ongoing performance under long-term LNG contracts are managed across projects. Recent LNG arbitration proceedings highlight how disputes under long-term sale and purchase agreements can produce divergent outcomes even for projects with similar circumstances. The analysis explores how arbitration risk now extends beyond awards into enforcement and post-award litigation, while […]

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Global LNG capacity growth shaping the global gas market

Global gas market reshaped by geopolitics and LNG

The global gas market is undergoing structural change as LNG expansion, shifting trade flows and geopolitical tensions reshape supply, demand and pricing dynamics worldwide. The report examines how the global gas market is evolving amid geopolitical tensions, the expansion of LNG trade and changing regional demand patterns. It highlights the growing interconnection between regional markets, the strategic role of LNG […]

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Floating storage regasification unit supplying LNG to Asian markets

LNG supply expansion and the Asian market

LNG supply expansion is expected to reshape the Asian gas market as new export capacity, infrastructure investment and demand growth interact across the region. The report summarises discussions from a Singapore workshop on how expanding LNG supply will affect Asian markets, particularly Southeast and South Asia. It highlights the role of LNG in supporting energy security and the energy transition […]

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AEMO analysis of Narrabri Gas Project impact on eastern Australia gas shortfalls

Narrabri Gas Project and eastern Australia gas supply

The Narrabri Gas Project is presented as a costly and uncertain option for boosting gas supply in eastern Australia amid tightening markets linked to LNG exports. The analysis argues that the Narrabri Gas Project would deliver limited volumes at high cost while doing little to ease structural supply pressures in eastern Australia. It suggests alternative measures — including reservation policies, […]

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