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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 showing European daily LNG imports (30-day rolling average) compared with historical ranges from 2021 to 2026

European LNG imports fall sharply below recent seasonal levels

July 1, 2026
Gas-fired generation doubles across Europe as wind power falls during January heatwave

Gas-fired generation doubles as Europe battles heatwave and wind lull

July 1, 2026
Destination of LNG cargoes transiting the Strait of Hormuz since April 2026, showing shipments to Pakistan, China, India and Japan.

LNG cargoes continue to transit the Strait of Hormuz as normalisation nears

June 24, 2026
German intraday electricity prices rising above €600/MWh during a heatwave as power demand increases and generation availability tightens.

Gas-fired generation helps stabilise European power markets during heatwave

June 24, 2026
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Recent Analysis

European LNG imports fall sharply below recent seasonal levels

Gas-fired generation doubles as Europe battles heatwave and wind lull

LNG cargoes continue to transit the Strait of Hormuz as normalisation nears

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