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Latest Reports and Analysis

Latest Analysis / East of Suez Gas Service

Global LNG Monthly Series

Published: 15 October, 2026

Highlights:

Qatari supply will return later than we assumed, so a tight winter will depend on Europe and Northeast Asia competing for Atlantic cargoes while demand does the balancing. Our base case now sees Strait of Hormuz (SoH) flows beginning to recover in March 2027, not end-November. Qatar can deliver ...

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Previous Issues

October 15, 2026

Global LNG Monthly Series

September 15, 2026

Global LNG Monthly Series

August 18, 2026

Global LNG Monthly Series

July 16, 2026

Global LNG Monthly Series

June 15, 2026

Global LNG Monthly Series

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