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Progress in US-Iran negotiation weighs on global LNG prices despite supportive fundamentals

August 10, 2026

Progress in US-Iran negotiation weighs on global LNG prices despite supportive fundamentals

Stable outlook across global gas benchmarks amid mixed signals and Hormuz uncertainty

Stable outlook across global gas benchmarks amid mixed signals and Hormuz uncertainty

Ras Laffan under fire: what the strikes on the world's largest LNG hub mean for global gas markets

Ras Laffan under fire: what the strikes on the world's largest LNG hub mean for global gas markets

Disrupted LNG supply to continue supporting European and Asian price benchmarks into next week

Disrupted LNG supply to continue supporting European and Asian price benchmarks into next week

Hormuz Strait disruptions trigger a price spike in TTF and Asian LNG, while Middle East exports come to a halt

Hormuz Strait disruptions trigger a price spike in TTF and Asian LNG, while Middle East exports come to a halt

Middle East conflict - gas market implications: a continuing assessment

Middle East conflict - gas market implications: a continuing assessment

China gas supply strength caps LNG demand growth

January 2, 2026

China gas supply strength caps LNG demand growth

First US LNG cargo in 17 months reaches China, re-export expected

First US LNG cargo in 17 months reaches China, re-export expected

Ras Laffan thermal activity eases from July 7 peak, six LNG trains show thermal signatures

Ras Laffan thermal activity eases from July 7 peak, six LNG trains show thermal signatures

No LNG tankers cross Strait of Hormuz since July 11 amid escalating US-Iran conflict

No LNG tankers cross Strait of Hormuz since July 11 amid escalating US-Iran conflict

Sempra's Energia Costa Azul LNG terminal set to load inaugural export cargo

Sempra's Energia Costa Azul LNG terminal set to load inaugural export cargo

China LNG demand downgraded as weaker Q4 industrial activity weighs on outlook

China LNG demand downgraded as weaker Q4 industrial activity weighs on outlook

El Niño to modestly lift China's wind generation, offsetting hydro weakness and capping LNG demand

El Niño to modestly lift China's wind generation, offsetting hydro weakness and capping LNG demand

Ras Laffan loading activity poised to pick up as available ballast tonnage increases

Ras Laffan loading activity poised to pick up as available ballast tonnage increases

Hotter summer raises Japan LNG demand, lending modest support to Asian LNG prices

Hotter summer raises Japan LNG demand, lending modest support to Asian LNG prices

India LNG demand forecast raised on stronger cooling demand and monsoon downside risks

India LNG demand forecast raised on stronger cooling demand and monsoon downside risks

Adnoc send another tanker via Strait of Hormuz as crossings pick up pace

Adnoc send another tanker via Strait of Hormuz as crossings pick up pace

Qatar LNG arrivals ease Pakistan’s gas stress, but shortage to persist

Qatar LNG arrivals ease Pakistan’s gas stress, but shortage to persist

Golden Pass LNG poised to export second cargo as HL Sea Eagle berths

Golden Pass LNG poised to export second cargo as HL Sea Eagle berths

Japan LNG demand raised on lower gas-fired efficiency; Hormuz disruption reinforces bullish bias

Japan LNG demand raised on lower gas-fired efficiency; Hormuz disruption reinforces bullish bias

Two Adnoc-linked LNG tankers head toward Hormuz as tracking gaps cloud other vessel movements

Two Adnoc-linked LNG tankers head toward Hormuz as tracking gaps cloud other vessel movements

China’s continued LNG inventory drawdowns in April shift spot LNG demand upside to early Q3

China’s continued LNG inventory drawdowns in April shift spot LNG demand upside to early Q3

Japan May–July heat and humidity lift LNG demand, inventories cap price upside

Japan May–July heat and humidity lift LNG demand, inventories cap price upside