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Tag: LNG supply

Winter gas markets outlook showing supply, demand and European storage risks

Winter gas markets face unprecedented uncertainty as Hormuz closure tightens supply

  • September 16, 2026
Chart showing European underground gas inventory over Oct–Sep. Shaded gray area = 8-year min–max range; blue solid line = GY-25; blue dotted line = GY-24; green dotted line = 8-year average. Y-axis shows trailing 14-day net storage change (bcm) from -12 to +8; X-axis months Oct–Sep. The graph depicts seasonal fluctuations with deepest negative change around January and recovery to positive changes by mid-year, peaking around Jun–Jul.

European gas market faces asymmetric winter price risk

  • September 9, 2026
TTF gas, EU carbon, coal and Brent oil prices from January 2025 to August 2026

Rising TTF gas prices push European power markets higher

  • September 3, 2026
European gas storage tanks illustrating winter supply and price risks

European gas storage levels heighten winter price risks

  • September 3, 2026
Asian LNG exposure to the Strait of Hormuz and global LNG trade flows

Asian LNG faces greater Hormuz exposure, but Europe has a bigger winter problem

  • August 18, 2026
Low gas injections into European gas storage inventories in 2026 compared with 2025 and 2022

European gas storage rebuilding struggles amid tight LNG supply

  • August 13, 2026
Russian LNG exports to the EU reach record high in H1 2026

Russian LNG imports into the EU hit record high in H1 2026

  • July 15, 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 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
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
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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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