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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.

Turkmenistan: A New Pipeline Gas Supplier for the EU or Not?

Posted in Analysis on

by Danila Bochkarev

In December 2025, the EU agreed on a ban on all Russian gas imports by the end of 2027, with the legislation expected to enter into force in January 2026. Whether or not this law will be challenged by dissatisfied member states such as Hungary or Slovakia, it will have a significant impact on the European gas market. In any case, it is likely to increase interest in importing additional pipeline gas from alternative sources.