Archive

Cyclones, Blockages and Stranded LNG: Supply Pressures Persist

Apr 1, 2026

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12 min read

Cyclones, Blockages and Stranded LNG: Supply Pressures Persist

Outages in Australia and trapped cargoes in the Gulf keep global LNG markets under strain.

Hormuz Blockage Freezes LNG Flows as Supply Shock Spreads

Mar 25, 2026

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15 min read

Hormuz Blockage Freezes LNG Flows as Supply Shock Spreads

Cargoes stall, vessels reroute and global LNG trade is forced into a new pattern.

LNG Market Tightens as Qatar Disruption Delays Future Supply

Mar 18, 2026

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10 min read

LNG Market Tightens as Qatar Disruption Delays Future Supply

Buyers rush to the spot market, cargoes divert and supply gaps widen across key Asian importers.

Asia Scrambles for LNG as Qatar Halt Sends Rates to $300k/Day

Mar 11, 2026

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11 min read

Asia Scrambles for LNG as Qatar Halt Sends Rates to $300k/Day

India rations gas, cargoes divert globally and LNG freight explodes as the Middle East conflict disrupts Qatari exports.

20% of Global LNG Disrupted — But the Build-Out Continues

Mar 4, 2026

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17 min read

20% of Global LNG Disrupted — But the Build-Out Continues

Qatar pauses production after strikes, yet North Field expansion, US export growth and new SPAs reshape the next decade.

Record LNG Orders Meet Falling Spot Rate Forecasts

Feb 25, 2026

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14 min read

Record LNG Orders Meet Falling Spot Rate Forecasts

84 mtpa sanctioned in 2025 implies 150 new carriers — but 2026 two-stroke rates are now forecast at $37,000 per day.

LNG Supply Surges as Fleet Risk Builds in a Record Delivery Year

Feb 18, 2026

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13 min read

LNG Supply Surges as Fleet Risk Builds in a Record Delivery Year

Argentina scales to 12 mtpa, Cedar advances FLNG, Qatar expands fleets — while 2026 LNG carriers scramble for employment.

LNG Supply Locks In as Fleets Expand and Long-Term Deals Stack Up

Feb 11, 2026

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13 min read

LNG Supply Locks In as Fleets Expand and Long-Term Deals Stack Up

From US and Qatar volumes to 200-ship fleets, Arctic cargoes, and shipyards filling through 2029.

LNG Flows Pick Up as Terminals Expand and Newbuild Orders Surge

Feb 4, 2026

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13 min read

LNG Flows Pick Up as Terminals Expand and Newbuild Orders Surge

First LNG cargoes sail, FSRUs multiply, shipyards fill fast, and bunkering scales up across key maritime hubs.

LNG Projects Advance While Shipping and Fleet Risks Mount

Jan 28, 2026

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13 min read

LNG Projects Advance While Shipping and Fleet Risks Mount

New terminals, first cargoes, record ship orders and widening price spreads are reshaping LNG trade routes and investment decisions across 2026 and beyond.

LNG Infrastructure Expands as Power, Shipping and Supply Deals Accelerate

Jan 21, 2026

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12 min read

LNG Infrastructure Expands as Power, Shipping and Supply Deals Accelerate

New LNG terminals, fleet investments, FLNG milestones and long-term SPAs signal where LNG trade and capital are heading next.

FSRUs rise, steam ships exit, and LNG fleets modernize

Jan 14, 2026

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13 min read

FSRUs rise, steam ships exit, and LNG fleets modernize

FSRU imports hit record highs, older LNG carriers head for sale and conversion, and newbuild orders accelerate into 2029.