LNG

Attempt to launch LNG futures in Yuan

The Chinese government is preparing to take a symbolic step by launching LNG futures denominated in yuan, giving Chinese buyers a domestic pricing and hedging tool at a time when energy markets remain highly exposed to geopolitical risk.

Europe's LNG balancing act

The EU's ban on Russian LNG takes effect in stages from April 2026 through January 2027. Europe built the infrastructure. Then the Persian Gulf crisis arrived to test whether it had secured the supply.

Ripple effects from Qatar LNG outage hit Asian economies hardest

Anxiety abounds amid Asian LNG buyers as markets fear ripple effects from the loss of 12.8 million tonnes per annum (mtpa), or 17 percent of Qatari LNG amid force majeure on Ras Laffan Trains 4 and 6, with repairs taking three to five years; our Correspondent & Markets Editor Anja Karl has more.

Iran crisis shatters India’s high hopes for cheaper LNG

Petronet, India’s leading LNG importer, is facing a strategic setback in its push for more “reasonable rates” for US cargoes, as the escalating Iran crisis and QatarEnergy’s suspension of LNG exports undermine its bargaining power to renegotiate legacy contracts; our Markets Editor Anja Karl investigates.

Vaca Muerta’s moment

Two Argentine LNG developments totalling 18mtpa are finally advancing toward reality, but tight supply-demand arithmetic and climate-driven demand swings leave little margin for error, writes our Market Editor Dr Alexander Wilk.

Middle East: From resource holders to LNG market architects

The focus of Middle Eastern LNG trade is shifting away from regional resource holders to global portfolio players, regardless whether for imports or exports, writes our Market Editor Dr Alexander Wilk.

Tough times ahead for high-cost LNG projects

Oversupply looms large in global LNG markets commencing from 2026 and intensifying towards 2030, as nearly 200 million tons per annum (mtpa) of new capacity comes online. High-cost projects feel the pinch as Qatari supply from the North Field expansion sets the global benchmark – forcing Shell and Petronas to consider delaying FID on LNG Canada Phase 2 until late 2026, if not 2027; our Markets Editor Anja Karl investigates.

Europe accelerates Russian LNG exit amid timing uncertainty over new supply

Markets project an LNG glut by 2026, yet traders are placing substantial bets on European gas price spikes. The disconnect reveals deep uncertainty about project timing, our Market Editor Dr Alexander Wilk reports.

Europe’s energy pledge: Ambition meets market limits

The EU's ambitious new pledge to purchase $250 billion worth of American energy annually faces significant practical obstacles from underlying market realities, our Markets Editor Dr Alexander Wilk reports.

US LNG export dynamics in 2025: Market realignment and emerging opportunities

Maintenance disruptions, evolving trade flows, and emerging market infrastructure challenges reveal the complexities behind America's LNG export growth, writes our Market Editor Dr Alexander Wilk.

China's prolonged suspension of US LNG unravels global trade flows

Global LNG trade flows – both spot cargoes and term deliveries – have to adapt to China's adamant stance towards US LNG imports: Policymakers in Beijing mandated China's state-dominated energy companies to stop importing US LNG imports since early February, with no easing in sight. The lost Chinese demand is forecast to slash the quarterly revenue of American LNG exporters by up to $3.8 billion, while oversupplied gas markets drive down prices in Asia as well as at the US Henry Hub.