LNG

Record US natural gas production and sustained sub-$3.50/MMBtu Henry Hub prices are set to strengthen the economics of both LNG export expansions and new gas-fired power projects and, even as global demand tightens.

The first phase of the EU’s ban on Russian LNG has taken effect this weekend, removing an initial slice of the 20.3 bcm imported in 2025 at a time when European buyers are already competing for replacement cargoes for lost Qatari supply.