Analysis

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.

LNG bunkering on the Suez Canal: potential role of Egypt in the global marine-fuel transition

Posted in Analysis, LNG Bunkering on

By Irina Mironova for Cedigaz

The absence of a consistent Suez-area facility limits operational flexibility and is one of the structural gaps in the global LNG bunkering map. Egypt’s latest plan for an LNG liquefaction and bunkering facility in Port Said revives an earlier ambition to build a marine-fuel hub at the Suez Canal – this time positioned within a more mature LNG bunkering market but remains subject to the same operational and geopolitical uncertainties that likely prevented earlier proposals from advancing.