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Tag: global gas market

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
Year-on-year change in natural gas production across Eurasia, highlighting stronger Russian gas output in the first half of 2026.

Global gas market outlook identifies five trends to watch in H2 2026

  • July 8, 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 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 showing EU net gas withdrawals and injections by month comparing 2021–2025 average, 2025, and 2026 levels

Global gas market tightens as LNG disruptions test Europe’s supply resilience

  • April 28, 2026
Strait of Hormuz risk illustrated by Qatar and UAE LNG exports to Asia and Europe (2023–2025)

Strait of Hormuz closure impact on the global gas market

  • March 3, 2026
EU gas consumption by month highlights Europe’s seasonal demand patterns

Europe provides short-term flexibility as the global gas market rebalances

  • January 27, 2026
gas-market-outlook

U.S. LNG surge reshapes global gas trade as Europe’s role evolves

  • October 21, 2025
natural-gas-markets

The growing complexity of natural gas markets

  • April 22, 2025
Scenarios-for-Global-Natural-Gas-Markets-to-2050

The dynamics of U.S. LNG exports and shifts in global gas demand

  • April 1, 2025
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Recent Post
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 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

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

Global gas market faces a difficult balancing act ahead of winter

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

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