Cedigaz

Israel–Egypt Interdependence and LNG at the Margin

Posted in Analysis, Country Report, LNG on

By Irina Mironova for Cedigaz

Israel’s natural gas sector is increasingly discussed in the context of global LNG markets. Having moved from energy self-sufficiency to sustained export capability, Israel now influences the LNG system indirectly, through its integration with Egypt’s gas and power balance. The relevance of Israeli gas therefore lies in how gas is allocated under stress: as regional balances tighten and security risks rise, Israeli pipeline flows shape the margin between power stability and availability of feedgas for LNG in Egypt.

India’s LNG Portfolio and Hydrogen Shift: Market Signals for Europe

Posted in Analysis, Country Report, Hydrogen, LNG on

By Akul RAIZADA, January 2026

India is pursuing a three-pronged LNG import strategy, with long-term contracts with Qatar serving as the anchor, US-indexed and portfolio contracts providing flexibility, and residual spot exposure offering optionality. While green hydrogen is expected to progressively replace grey hydrogen, significant gas displacement is not expected before 2035. For Europe, the impact is transmitted through supplier behaviour and contract mix rather than competition for spot or flexible cargoes. Global LNG suppliers increasingly view India as the growth hedge and Europe as the flexibility hedge, making India’s growing demand critical for portfolio optimisation.

When Demand Assumptions Reverse: Pakistan’s LNG Experience in 2025

Posted in Analysis, LNG on

By Irina Mironova for Cedigaz

Pakistan’s LNG market developments in 2025 offer an illustration of how demand assumptions can shift in emerging Asian import markets. A combination of weakening gas demand, rising renewable generation and rigid long-term contractual commitments has forced an adjustment of LNG intake through cargo cancellations, diversions and resale arrangements. Pakistan’s experience highlights the growing importance of demand risk, contractual flexibility and portfolio management in markets where structural change is increasingly shaping gas consumption.