LNG market insights, reports and analysis

China LNG resales expand as surplus contracts turn buyers into competing suppliers

David Callanan
October 7, 2026

LNG market access and investment concerns shape exporters’ position on EU climate measures

David Callanan
October 7, 2026

Natural gas retains a long-term role as the energy transition reshapes demand and trade

David Callanan
October 7, 2026

PREMIUM CONTENT

LNG Canada ownership divestments: original stakes and sold or potential stake sales

LNG Canada Phase 2 faces a different investment landscape as costs and supply competition rise

October 7, 2026

LNG Canada Phase 2 aims to double the Kitimat facility’s export capacity to approximately 28 million tonnes annually, but its investment conditions differ from those of the first phase. Higher construction and financing costs, additional feedgas requirements and potential ownership changes complicate the expansion. New competing export capacity also raises questions about the market conditions the project will face. Why […]

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Gulf data centre energy demand: forecast growth in GCC data centre capacity by city

Gulf data centre energy demand raises gas supply and power infrastructure challenges

October 7, 2026

Gulf data centre energy demand is set to grow as Saudi Arabia, the UAE and Qatar pursue ambitious AI and cloud computing programmes. Meeting this demand will require coordinated investment in electricity generation, grids and gas supply, alongside renewables, batteries and more efficient cooling. The pace of construction creates a planning challenge: energy infrastructure must be ready to serve new […]

US LNG export terminals map September 2026

US LNG export terminals and supply and capacity maps update – September 22, 2026

October 1, 2026

Updated Federal Energy Regulatory Commission (FERC) maps provide a snapshot of US LNG export terminals across three categories: existing facilities, approved projects and proposed developments. FERC_LNG_Map_Prep_Rules_v2 Existing export capacity remains concentrated along the Gulf Coast, particularly in Texas and Louisiana, with operating terminals also located in Alaska, Maryland and Georgia. The existing facilities include Sabine Pass, Corpus Christi, Cameron LNG, […]

Global LNG trade: monthly global LNG imports by region in 2026 compared with 2024 and 2025

Global LNG trade falls as supply disruptions tighten markets

October 1, 2026

Global LNG trade fell 8.8% year on year in August 2026, as restrictions through the Strait of Hormuz constrained Middle Eastern exports, according to this just published report. European and Asian spot prices reached their highest monthly averages of the year, while lower European gas inventories heightened concerns ahead of winter. Why we chose this report: This report connects supply […]

Map showing LNG shipments through the Strait of Hormuz to Asian markets, including India, China and Pakistan.

UPCOMING EVENTS

Energy Trading Week Americas event thumbnail with LNG market and global trading focus

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China LNG resales expand as surplus contracts turn buyers into competing suppliers

LNG market access and investment concerns shape exporters’ position on EU climate measures

Natural gas retains a long-term role as the energy transition reshapes demand and trade

PREMIUM CONTENT

LNG Canada Phase 2 faces a different investment landscape as costs and supply competition rise

Gulf data centre energy demand raises gas supply and power infrastructure challenges

US LNG export terminals and supply and capacity maps update – September 22, 2026

Global LNG trade falls as supply disruptions tighten markets

LNG INSIGHTS

LNG shipments through Hormuz offer temporary relief as supply disruption persists

Natural gas prices weekly update – JKM, TTF and Henry Hub (5 October 2026)

European gas prices climb to new highs as market fundamentals tighten

UPCOMING EVENTS

Energy Trading Week Americas | October 27-28, 2026

Energy Trading Week APAC | March 3-4, 2027

LNG Geneva | March 23, 2027

FREE 30-DAY TRIAL

LNG Supply

Natural gas and LNG infrastructure under attack

Hormuz LNG supply losses exceed 50 bcm

European LNG regains ground in competition for flexible cargoes

LNG Demand

European LNG market lacks the price signal to attract more cargoes

Global LNG supply grew by 2% in June 2026 despite Hormuz disruption

Asian LNG imports rebound as buyers return to the market

LNG Trade

LNG procurement strategies shift as buyers respond to supply disruption

China LNG imports fall as supply mix shifts

LNG freight rates collapse as European demand grows

LNG shipments through Hormuz offer temporary relief as supply disruption persists

Natural gas prices weekly update – JKM, TTF and Henry Hub (5 October 2026)

European gas prices climb to new highs as market fundamentals tighten