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Tag: US LNG

Chart showing Europe’s LNG capacity rising as LNG demand and gas consumption decline towards 2030.

European LNG imports deepen dependence on US supply

  • May 26, 2026
Chart showing projected EU LNG supply by country from 2026 to 2030, with Russian LNG falling to zero and US and spot market volumes rising.

Europe’s shift away from Russian gas creates new LNG trade-offs

  • May 19, 2026
Line chart showing LNG import volumes for the EU27, China, Japan, South Korea and India from 2016 to 2025.

European LNG market faces rising supply concentration and volatility risks

  • May 19, 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
Bar chart showing Germany’s LNG imports from 2023 to 2025, highlighting rising import volumes and growing dependence on US LNG.

Germany gas dependence raises energy security risks

  • April 7, 2026
Chart showing Europe’s monthly LNG imports by source including the US, Russia and Qatar

Rising European LNG imports increase dependence on US gas supplies

  • March 10, 2026
Chart showing European gas storage falling 30% below its 5-year average as the deficit doubles during winter withdrawals

European gas storage deficit deepens as winter withdrawals accelerate

  • February 10, 2026
TTF falls below long-run marginal cost of US LNG as the TTF–Henry Hub spread narrows

TTF prices drop below US LNG costs as the TTF–Henry spread tightens

  • December 9, 2025
Bar chart showing LNG capacity under development (2010–2035) by country, with major growth from the US and Qatar.

The European gas market paradox: LNG-dependent even as demand steadily declines

  • November 12, 2025
Pie chart showing 2024 EU gas imports by pipeline source: Norway 45.6 %, Algeria 19.3 %, Russia 16.6 %, UK 8.0 %, Azerbaijan 7.2 %, others 3.2 %.

European gas supply: geopolitics, LNG growth and the decline of Russian dependence

  • November 12, 2025
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Recent Post
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
Chart comparing 2026 European gas storage injection and withdrawal rates against the 15-year average

European gas storage faces difficult path to refill targets

May 26, 2026
ICE Dutch TTF natural gas futures chart showing prices falling more than 6% amid easing concerns over Hormuz LNG disruption risks

TTF price volatility highlights market uncertainty over Hormuz LNG risks

May 26, 2026
Line chart of TTF gas prices 2025–2026 under scenarios: H2 2026, cal-28, cal-27, and 1M forward; notes on upside risk and market expectations

A new perfect storm for European gas prices in the making

May 20, 2026
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Chart showing European electricity prices with Italy and Germany higher due to gas dependence compared to France and Spain

European electricity prices remain tied to gas exposing power markets to geopolitical risk

April 21, 2026
natural gas prices

Review of last week’s global natural gas and LNG prices

September 19, 2023
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Recent Analysis

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

European gas storage faces difficult path to refill targets

TTF price volatility highlights market uncertainty over Hormuz LNG risks

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