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Latest Reports and Analysis

Latest Analysis / East of Suez Gas Service

Global LNG Monthly Series

Published: 18 August, 2026

Highlights:

The Middle East LNG recovery remains the largest prompt-market risk. Our base case assumes Strait of Hormuz (SoH) LNG flows will begin recovering from mid-September. Further delays to the restart of Qatar and Abu Dhabi’s LNG exports would prolong market tightness and increase price upside. ...

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Previous Issues

August 18, 2026

Global LNG Monthly Series

July 16, 2026

Global LNG Monthly Series

June 15, 2026

Global LNG Monthly Series

May 18, 2026

Global LNG Monthly Series

April 15, 2026

Global LNG Monthly Series

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