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Tag: Strait of Hormuz

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

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

Global LNG market disruption complicates European gas storage outlook

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

Chart showing decline in Europe LNG imports and pipeline gas flows March 2026

Global LNG supply wave delayed as Hormuz shock reshapes gas markets

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

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

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

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

European gas prices TTF scenarios under Strait of Hormuz disruption

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

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

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