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Tag: Strait of Hormuz

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
Dutch TTF natural gas futures fall nearly 10% from recent highs as geopolitical risk premium eases and European gas markets stabilise.

European gas prices retreat as LNG market risk premium fades

  • June 16, 2026
European gas storage levels remain below last year's pace amid LNG supply disruption

European gas market faces growing winter risks as Middle East crisis drags on

  • June 9, 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 injections by month for 2021–25 average, 2025 and 2026.

Global LNG market disruption complicates European gas storage outlook

  • May 26, 2026
Bar chart showing declining European LNG flows in March and April 2026 linked to slower gas storage injections

European gas storage injections slow as LNG supply disruption tightens markets

  • May 13, 2026
Chart showing decline in Europe LNG imports and pipeline gas flows March 2026

Global LNG supply wave delayed as Hormuz shock reshapes gas markets

  • April 28, 2026
Line chart showing European gas in storage compared with previous years, with 2026 levels below 2025 and well below 2023 and 2024 through early April.

European gas demand and Europe’s LNG vulnerability after winter 2025–26

  • April 14, 2026
Forward curve chart for TTF gas prices comparing January 2026 and April 2026, showing higher price levels and a tighter market outlook ahead of storage injections.

European gas storage outlook tightens as TTF prices rise in April 2026

  • April 14, 2026
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
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Recent Post
Line chart showing Dutch TTF front-month natural gas prices in €/MWh rising about 75% since January 2025–2026, with a sharp jump in 2026 (Source: IEEFA).

Gas-fired generation continues to drive European electricity prices

June 9, 2026
Global gas prices map showing TTF, JKM, Henry Hub and regional natural gas and LNG benchmarks in May 2026.

Global gas prices remain elevated as Europe and Asia outpace the US market

June 5, 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 comparing LNG import competitiveness across major European markets, showing Italy and Germany emerging as the strongest destinations for LNG cargoes ahead of winter

Italy and Germany emerge as leaders in competition for LNG cargoes this winter

May 26, 2026
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Recent Analysis

Qatar LNG seeks to restore exports after Hormuz disruption

European gas prices retreat as LNG market risk premium fades

European gas market faces growing winter risks as Middle East crisis drags on

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