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Category: LNG

Map showing the Northern Sea Route linking Russian LNG export terminals with Asian markets, compared with the traditional shipping route via the Suez Canal and Strait of Malacca.

Russian LNG cargoes reach Asia earlier amid Hormuz disruption

  • June 2, 2026
Chart showing how new LNG supply from the United States, Canada, Africa and other producers offset 90% of the LNG shortfall caused by disruptions to Qatar and UAE exports through Hormuz in May.

New LNG supply offsets 90% of Hormuz shortfall in May

  • June 2, 2026
Chart comparing LNG import competitiveness across major European markets, showing Italy and Germany emerging as the strongest destinations for LNG cargoes ahead of winter

Italy and Germany emerge as leaders in competition for LNG cargoes this winter

  • May 26, 2026
Chart comparing 2026 European gas storage injection and withdrawal rates against the 15-year average

European gas storage faces difficult path to refill targets

  • May 26, 2026
Stacked bar chart showing top-5 EU regions by value of Russia's fossil-fuel purchases in April 2026, in billions of EUR, broken down by LNG (peach), Pipeline gas (orange), and Crude oil (purple). France has the highest total, followed by Hungary, Belgium, Slovakia, and Spain; each bar aggregates the three fuel types to show overall expenditure per region. Source line visible beneath.

Russian LNG exports to Europe remain resilient as gas market tensions intensify

  • May 13, 2026
European LNG imports comparison under S15 stress scenario versus base case for Belgium, France and the Netherlands

Dutch role as a redistribution hub in the European gas market

  • May 7, 2026
Yamal LNG export routes to Europe and Asia via Northern Sea Route and Suez Canal

European energy policy paradox: Russian LNG exports hit record highs amid Hormuz supply shock

  • April 28, 2026
Diagram showing how extended TTF trading hours from 10 to 21 hours could affect trading activity, pricing, volatility and trading desk operations.

TTF trading hours extended from 10 to 21 hours

  • April 14, 2026
European gas market share of global LNG supply reduction March chart

European gas market absorbs the largest share of LNG supply cuts

  • March 31, 2026
Map showing LNG liquefaction outages across Qatar, the UAE and Australia totaling 115 mtpa by end of March 2026

LNG liquefaction outages shut 115 mtpa by end of March 2026

  • March 31, 2026
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Recent Post
Chart showing how LNG supply growth, lower EU storage injections, reduced industrial demand and Asian gas-to-coal switching offset the Hormuz supply shock.

Global gas market faces a difficult balancing act ahead of winter

October 14, 2026
Chart showing monthly year-on-year changes in EU gas use for power generation, March–September 2026, with growth since April despite higher gas prices.

Gas-fired power rises in the EU despite higher gas prices

October 6, 2026
Line chart of TTF gas prices ($/mmBtu) from July to late September 2026, peaking around 30 and dropping about 20% since mid-September, with decorative red bulls on the chart.

TTF prices down almost 20% as bearish pressures build

September 30, 2026
Line chart comparing TTF gas and Brent oil prices from October 2025 to September 2026, with TTF rising into the gas demand destruction zone.

Gas demand destruction emerges as European gas prices surge

September 23, 2026
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Recent Analysis

Global gas market faces a difficult balancing act ahead of winter

Gas-fired power rises in the EU despite higher gas prices

TTF prices down almost 20% as bearish pressures build

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