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Category: Supply and Demand

Destination of LNG cargoes transiting the Strait of Hormuz since April 2026, showing shipments to Pakistan, China, India and Japan.

LNG cargoes continue to transit the Strait of Hormuz as normalisation nears

  • June 24, 2026
Map showing Qatar's Ras Laffan LNG export complex, the North Dome/South Pars gas field shared with Iran, and the Strait of Hormuz.

Qatar LNG seeks to restore exports after Hormuz disruption

  • June 16, 2026
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 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
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 gas storage injections chart showing 20% year-on-year decline since April 2026 compared to five-year average levels

European gas storage injections lag as negative seasonal spreads slow filling

  • May 5, 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
Time-series line chart showing percentage variation from seasonal demand expectations from late Feb to mid-Apr 2026, with an orange filled area under the line and values swinging above and below zero.

European gas demand falls amid mild weather, easing LNG market pressure

  • April 21, 2026
Line chart showing European gas in storage compared with previous years, with 2026 levels below 2025 and well below 2023 and 2024 through early April.

European gas demand and Europe’s LNG vulnerability after winter 2025–26

  • April 14, 2026
European gas demand deviation from seasonal expectations April 2026

European gas storage injections delayed as demand rises

  • April 7, 2026
Previous Page1 Page2 Page3 Page4 … Page24 Next
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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