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Tag: US LNG

Methane mitigation potential from major gas suppliers to the EU

Methane mitigation could recover 20 bcm from Europe’s gas suppliers

  • September 23, 2026
EU gas imports from non-EEA countries by supplier, including the US and Russia, from 2019 to 2026

US and Russia tighten their grip on European gas imports

  • September 9, 2026
European natural gas imports by source region from 2021 to 2026

Weak summer refilling leaves European gas storage exposed to severe winter

  • August 26, 2026
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
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Recent Post
Chart showing how LNG supply growth, lower EU storage injections, reduced industrial demand and Asian gas-to-coal switching offset the Hormuz supply shock.

Global gas market faces a difficult balancing act ahead of winter

October 14, 2026
Chart showing monthly year-on-year changes in EU gas use for power generation, March–September 2026, with growth since April despite higher gas prices.

Gas-fired power rises in the EU despite higher gas prices

October 6, 2026
Line chart of TTF gas prices ($/mmBtu) from July to late September 2026, peaking around 30 and dropping about 20% since mid-September, with decorative red bulls on the chart.

TTF prices down almost 20% as bearish pressures build

September 30, 2026
Line chart comparing TTF gas and Brent oil prices from October 2025 to September 2026, with TTF rising into the gas demand destruction zone.

Gas demand destruction emerges as European gas prices surge

September 23, 2026
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Recent Analysis

Global gas market faces a difficult balancing act ahead of winter

Gas-fired power rises in the EU despite higher gas prices

TTF prices down almost 20% as bearish pressures build

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