CEDIGAZ has recently published its annual survey on the global hydrogen market along with comprehensive databases on low-emission hydrogen production projects worldwide. The report tracks recent policy and market developments of the global low-emission hydrogen sector. It also focuses on project development and medium-term demand and supply prospects.
Cedigaz
From supply wave to supply gap: LNG market under Gulf disruption
By Irina Mironova for Cedigaz
Recent attacks on Qatar’s LNG infrastructure have taken two liquefaction trains out of service, removing approximately 12.8 mtpa (~17% of Qatar’s capacity) for an estimated three to five years.
This development intensifies the disruption seen in recent weeks, centred on the effective closure of the Strait of Hormuz, which normally carries around 20% of global LNG trade. Maritime constraints have already translated into both physical supply losses and logistical bottlenecks, with LNG carriers unable to exit the Gulf and export flows significantly constrained.
The crisis has now shifted into a structural supply loss, extending beyond the short-term disruption scenarios considered earlier.
The Russian LNG Fleet: Sanctions Adaptation vs. the Shadow Fleet Narrative
Part 2
By Irina Mironova for Cedigaz
In Part 1, we outlined the methodology used to identify vessels engaged in Russian LNG transportation and reviewed the structural characteristics of the fleet. In this second part, we turn to ownership structures and sanctions exposure.