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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
Estimated daily European gas demand in TWh, rising sharply in early November 2026 compared with the previous year and the 2020–2024 range.

European gas demand surges as storage withdrawals accelerate

November 11, 2026
Line chart showing daily net European gas storage injections from July to October 2026, turning to withdrawals in late October.

EU gas storage withdrawals highlight winter supply risks

November 4, 2026
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
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Recent Analysis

European gas demand surges as storage withdrawals accelerate

EU gas storage withdrawals highlight winter supply risks

TTF gas prices just hit €100/MWh

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