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Tag: Strait of Hormuz

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
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 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
European gas demand deviation from seasonal expectations March 2026

European gas demand falls sharply, offsetting Strait of Hormuz LNG disruption impact

  • March 17, 2026

Strait of Hormuz disruption threatens global LNG supply

  • March 10, 2026
Strait of Hormuz risk illustrated by Qatar and UAE LNG exports to Asia and Europe (2023–2025)

Strait of Hormuz closure impact on the global gas market

  • March 3, 2026
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Recent Post
TTF prices rise as Dutch TTF natural gas futures approach €77/MWh

TTF prices surge as the bulls return to the gas market

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Global natural gas price benchmarks in August 2026, including TTF, JKM and Henry Hub

TTF prices surge as European gas market tightens

September 2, 2026
TTF gas prices – winter forward curve, JKM-TTF spread and seasonal spreads

TTF gas prices surge as market fundamentals tighten ahead of winter

August 26, 2026
EU gas storage filling on track for lowest level since 2013

EU gas storage on track for lowest fill level since 2013

August 19, 2026
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Projected TTF summer-to-winter gas price spread under European gas storage scenarios for Winter 2026.

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Recent Analysis

TTF prices surge as the bulls return to the gas market

TTF prices surge as European gas market tightens

TTF gas prices surge as market fundamentals tighten ahead of winter

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