LNG
Global gas, TTF, JKM and U.S. export projects.
US LNG Acts as Key Swing Supply in Global LNG Shortage
The outlook for the global LNG market has shifted this year. While LNG facilities have been running at maximum capacity in the US since 2020, pre-Iran war ...
· Thomas Liardon3 min read
LNG Fundamentals and Project Tracker
LNG feedgas demand averaged about 19 Bcf/d during Summer 2026. This was slightly below expectations, as Golden Pass LNG continued to ramp up at a slower…
· Christian Drolshagen5 min read
Golden Pass LNG Starts Up
After several years of delays, ExxonMobil’s Golden Pass LNG export facility has finally begun receiving material volumes of feedgas. Golden Pass will...
· Christian Drolshagen2 min read
Golden Pass LNG On Track for Winter Startup
After numerous delays over the past several years, the Golden Pass LNG export plant developed by ExxonMobil and Qatar Energy finally looks to be on track a...
· Christian Drolshagen2 min read
Cove Point LNG Maintenance Could Weigh on Northeast Spot Prices
The Cove Point LNG export plant located in Maryland is set to enter maintenance within the next few days. This event, occurring yearly each Fall, will resu...
· Christian Drolshagen1 min read
More Than 8 Bcf/d of New LNG Export Capacity Could Reach FID by Year-End
The buildout of LNG export capacity in the US continues at a rapid pace, with capacity expanding significantly over the next five years. There is more than...
· Christian Drolshagen2 min read
Positive Signs for Golden Pass LNG Startup
The Golden Pass LNG export plant, developed by ExxonMobil and Qatar Energy, appears to be nearing completion and the startup of LNG production. While the f...
· Christian Drolshagen2 min read
Hurricanes Are an Increasing Risk for Natural Gas Price
Any major disruption in the Gulf is more likely to negatively impact demand rather than supply The September 2020 outage at Cameron LNG due to Hurricane...
· Ryan Alexander2 min read
LNG Update: Maintenance Weighs on Volumes but Growth Continues
LNG feedgas demand has seen strong year-over-year growth in 2025, although maintenance has reduced volumes so far this summer Exports should reach a new...
· Christian Drolshagen3 min read
LNG Export Approval Halt Unlikely to Dent Demand
Citing risks to the climate, the Biden Administration has paused the approval of new LNG export facilities The pause would not impact the next 10-12 Bcf...
· Christian Drolshagen2 min read
Higher Seasonal Volatility is Possible as Reliance on LNG Exports Increases
LNG export demand will become an even larger component of US gas demand in 2025+ A maturing LNG market will result in demand swings between winter and s...
· Ryan Alexander3 min read
How Will US's LNG Growth Affect Natural Gas Demand and Prices?
The US currently has 14 Bcf/d of peak LNG export capacity in operation, an additional 11.2 Bcf/d under construction or with limited construction already co...
· Rishi Rajanala5 min read
Freeport LNG Flows At Highest Level Since Explosion
The Freeport LNG export facility has been closely watched by market participants since a fire took the plant offline in June 2022. While Freeport initially...
· Christian Drolshagen2 min read
Houston Ship Channel Basis Has Been Weak; Will It Continue?
Houston Ship Channel (HSC) prompt-month has been under heavy selling pressure since mid-2022. Is the Freeport LNG 2 Bcf/d outage squarely to blame, or are other forces pushing HSC lower? Will HSC will longer-term headwinds as supply growth in Texas continues?
· Jay Stevens2 min read
US On Track To Export More LNG at Domestic Demand Peak
Freeport LNG is on track to resume exports in December, but it could be longer before the facility is consuming at its 2-Bcf/d demonstrated capacity rate. ...
· Nick Hillman3 min read
Lost LNG Demand Weighs On Houston Ship Channel Basis
The unplanned shutdown of Freeport LNG has put downward pressure on the Houston Ship Channel (HSC) basis. Supply that otherwise would have fed the 2 Bcf/d ...
· Jay Stevens1 min read
Freeport LNG outage update sends gas 16.5% lower
Natural gas prices found a floor, with the prompt now trading $1.10, or 16.5% lower at $7.21 after Freeport LNG provided an update on the expected duration...
· Rishi Rajanala1 min read
U.S. LNG Landscape And Utilization Possibilities
Natural gas flows into U.S. LNG facilities have been running at record highs this winter LNG has been the biggest source of gas demand in the U.S.,...
· AEGIS Market Analytics1 min read
Record High LNG Prices In Asia and Eye-Popping Shipping Costs
Liquefied natural gas prices in Asia have hit new records on heating demand, power demand, and high shipping costs. Do you need to book an LNG vessel? We...
· AEGIS Market Analytics3 min read
Nord Stream 2 Operator Says Pipeline Construction to Restart
Nord Stream 2 could be built by summer 2021 after Russia and Gazprom believe they can sidestep U.S. sanctions and restart pipe-laying. Russia can probably ...
· AEGIS Market Analytics2 min read