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Tag: LNG supply

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 gas storage filling levels under different disruption and LNG supply scenarios

European gas storage targets depend on strong LNG imports

  • June 2, 2026
Chart showing EU net gas injections by month for 2021–25 average, 2025 and 2026.

Global LNG market disruption complicates European gas storage outlook

  • May 26, 2026
Chart comparing 2026 European gas storage injection and withdrawal rates against the 15-year average

European gas storage faces difficult path to refill targets

  • May 26, 2026
Chart showing European gas storage capacity value and annual cycles from 2016 to 2025

European gas storage shifts from seasonal spreads to volatility-driven value

  • May 5, 2026
European gas storage levels chart showing decline to nine-year lows during winter 2025–2026

European gas prices surge as LNG disruptions tighten global supply

  • April 28, 2026
Line chart showing weekly changes in European gas storage levels (bcm/week) for 2025 and 2026, with a 5-year average; vertical markers indicate Start of Q3 and Start of Q4.

European gas storage injections off to a slow start

  • April 27, 2026
European gas storage refill LNG requirements chart 2026

How much LNG needed to refill European gas storage

  • 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 storage injection and withdrawal patterns showing seasonal flexibility and peak winter demand

European gas storage remains critical for energy security

  • March 19, 2026
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Recent Post
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
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
TTF prices rise as Dutch TTF natural gas futures approach €77/MWh

TTF prices surge as the bulls return to the gas market

September 9, 2026
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Recent Analysis

TTF prices down almost 20% as bearish pressures build

Gas demand destruction emerges as European gas prices surge

Winter gas markets face unprecedented uncertainty as Hormuz closure tightens supply

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