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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
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
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
Trending Posts

European gas prices : room for optimism?

April 25, 2023

The LNG Market in June 2020: Qatar at Full Speed, US in Slow Motion

July 28, 2020

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January 17, 2022
Chart showing TTF gas prices rising sharply in early January amid tighter fundamentals and geopolitical risk

TTF gas prices surge on cold weather, outages and geopolitical nervousness

January 13, 2026
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Recent Analysis

TTF gas prices just hit €100/MWh

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

Global gas market faces a difficult balancing act ahead of winter

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