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Category: LNG

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
US LNG share of EU imports rising to 55 percent in 2025

Trump threatens US LNG supplies to Europe

  • March 24, 2026

Strait of Hormuz disruption threatens global LNG supply

  • March 10, 2026
Barents Sea oil and gas production outlook by project lifecycle through 2050

EU Arctic policy rethink could unlock Barents Sea gas for Europe

  • February 24, 2026
European LNG imports set to reach a new record in 2026

European LNG imports surge to record highs as reliance on LNG deepens

  • January 27, 2026
TTF falls below long-run marginal cost of US LNG as the TTF–Henry Hub spread narrows

TTF prices drop below US LNG costs as the TTF–Henry spread tightens

  • December 9, 2025
EU historical dependence on Russian gas from 2001 to 2028, showing the decline toward full phase-out.

EU agrees historic phase-out of Russian gas by 2027

  • December 3, 2025

European gas demand surges 45% during first winter cold spell

  • November 25, 2025
Bar chart showing LNG capacity under development (2010–2035) by country, with major growth from the US and Qatar.

The European gas market paradox: LNG-dependent even as demand steadily declines

  • November 12, 2025
European gas prices vs JKM (TTF & JKM, 2024–2025): sell-off, Middle East spike, and market easing

Asian and European gas prices fall 40% as supply expands

  • November 5, 2025
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Recent Post
Line chart showing daily net European gas storage injections from July to October 2026, turning to withdrawals in late October.

EU gas storage withdrawals highlight winter supply risks

November 4, 2026
ICE Endex chart showing November 2026 Dutch TTF natural gas futures rising intraday, with a quoted price of €100.20/MWh on 28 October 2026.

TTF gas prices just hit €100/MWh

October 28, 2026
Dutch gas storage and LNG send-out trends showing increased LNG imports in 2026 compared with historical levels.

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

October 21, 2026
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
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Recent Analysis

EU gas storage withdrawals highlight winter supply risks

TTF gas prices just hit €100/MWh

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

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