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LNG geopolitics: ceasefire fails to ease supply risks

Editor
April 8, 2026

LNG carriers: the shipbuilding boom meets a geopolitical storm

Editor
April 8, 2026

Waha gas prices hit record negative levels amid permian takeaway constraints

Editor
April 8, 2026

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Abstract visual of LNG emissions transparency showing digital tracking, verified emissions data, and LNG cargo monitoring

Digital systems accelerate LNG emissions transparency

LNG emissions transparency is becoming a central requirement as regulation and buyer expectations push for clearer measurement and disclosure of carbon intensity. Emerging digital systems now enable emissions data to be tracked, verified, and attached to LNG cargos, potentially reshaping how LNG is traded and valued. LNG emissions transparency is moving from an emerging expectation to a practical requirement for […]

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Illustration of Europe with LNG carriers and a warning symbol representing methane emissions compliance risk to EU gas imports by 2027

LNG methane emissions rules could put up to 43% of EU gas imports at risk by 2027

LNG methane emissions are becoming a critical compliance issue for Europe, with industry groups warning that up to 43% of EU gas imports could be deemed non-compliant from 2027. The report shows how gaps in MRV equivalence, limited reporting readiness and missing certification systems could tighten supply and raise prices. The report examines how methane management and wider GHG reduction […]

Bar chart showing fertilizer import dependence on the Persian Gulf region in 2024, highlighting how Middle East supply disruption could hit low-income nations hardest

Middle East LNG crisis exposes fragility in global supply and energy security

The Middle East LNG crisis is exposing major vulnerabilities in global energy supply, with damage to critical infrastructure and outages affecting a significant share of LNG exports. The report shows how disruption in Qatar and other producing regions is reshaping energy security, trade flows and transition planning. The report argues that the Middle East LNG crisis has become a defining […]

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

Global LNG supply faces acute short-term risk as Gulf gas disruption removes 20% of the market

Global LNG supply is under severe short-term pressure as the shutdown of key Gulf export facilities removes around 83 million tons of LNG from international markets. The report argues that alternative suppliers can only partly offset the loss, leaving buyers exposed to higher prices, tighter competition and mounting supply insecurity. Global LNG supply is facing an acute shock following the […]