LNG

LNG carrier ordering activity rebounded in the first half of 2026 after slowing last year as persistent risks to shipments via the Strait of Hormuz increase tonnage-mile demand, with Asian buyers seeking substitute Atlantic Basin cargoes. Established shipowners, including BW LNG, TMS Cardiff Gas and Hayfin are seen circling Korean shipyards for 2029 delivery slots, as term-charter demand is expected to stay sufficiently robust to absorb the incoming fleet, writes our Markets Editor Anja Karl.

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