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Tag: LNG

Industrial gas processing facility at sunset illustrating the Gulf gas supply disruption and risks to global LNG markets.

Europe will struggle to replace Gulf gas amid global supply shortfall

  • April 7, 2026
Illustration of Europe’s gas market during the Iran gas shock, showing LNG shipping, gas infrastructure, storage tanks, a Europe map and supply pressure near the Strait of Hormuz.

How Europe should respond to the Iran gas shock

  • April 7, 2026
Chart comparing 2026 and 2022 energy price moves, showing Dutch TTF gas and Brent crude spikes after geopolitical disruption.

European gas prices stay elevated as supply risks persist

  • April 7, 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
European gas prices TTF scenarios under Strait of Hormuz disruption

Strait of Hormuz crisis could send European gas prices back to 2022 highs

  • 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
Figure showing gas spot price and EU gas demand impacts under the EU methane emissions regulation adaptive scenario from 2025 to 2035.

EU methane emissions regulation market impacts on gas, LNG and crude oil

  • March 31, 2026
Chart showing Europe’s gas demand staying stronger than previously expected while power demand growth is revised lower, reflecting a slower and more pragmatic energy transition.

Europe gas demand stays central as energy transition turns pragmatic

  • March 24, 2026
TTF gas price volatility and seasonal spread trends in Europe

European gas storage faces rising volatility and regulatory risk

  • March 17, 2026
Algeria’s exported gas volumes by pipeline and LNG (bcm per year), 2020–2024, illustrating constraints relevant to EU gas supplies.

EU gas supplies: Algeria and Libya as post-Russia options for Europe

  • February 3, 2026
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Recent Post
European gas demand deviation from seasonal expectations April 2026

European gas storage injections delayed as demand rises

April 7, 2026
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How much LNG needed to refill European gas storage

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Trump threatens US LNG supplies to Europe

March 24, 2026
EU gas storage infrastructure and pipeline system linked to winter supply preparations in Europe

EU gas storage: Commission urges early winter preparations amid Middle East disruption

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Recent Analysis

European gas storage injections delayed as demand rises

How much LNG needed to refill European gas storage

European gas market absorbs the largest share of LNG supply cuts

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