LNG Markets

U.S. LNG: Buyer Trust Amid the Looming Supply Glut

Posted in Analysis, LNG Markets, LNG report on

Irina Mironova for CEDIGAZ

While 2025 has already seen a record-breaking 60+ Mtpa of U.S. LNG export capacity sanctioned through final investment decisions (FIDs), recent execution delays and contract disputes are revealing cracks in the U.S. LNG export model.

A series of major projects have advanced to FID in recent months (see Table). Yet, not all signals are bullish. Notably, Energy Transfer postponed its long-anticipated FID on Lake Charles LNG to Q1 2026, citing construction cost inflation and slower finalization of sales and purchase agreements (SPAs).

Towards European Shores: A Continuation of LNG Market Trends in Gas Year 2022-2023

Posted in LNG Markets, LNG report, LNG Service on

LNG market report: 3rd Quarter 2023 and Gas Year 2022-2023

The 2022-2023 Gas Year that ended on September 30, showed a continuation of the main trends that emerged in 2021-2022. These developments are detailed in the latest CEDIGAZ LNG market report.

Russian gas in Europe: Yesterday, Today, Tomorrow.

Posted in Analysis, CEDIGAZ Insights, Country Report, LNG Markets, Natural Gas Market, News on

An in-depth analysis of recent developments and prospects in Europe-Russia gas relations

 With quality information from Russia getting increasingly scarce, the Russian natural gas market has become more and more of a black box. In its latest report “Russian gas in Europe: Yesterday, Today, Tomorrow. An in-depth analysis of recent developments and prospects in Europe-Russia gas relations”, CEDIGAZ tracks the unprecedented changes between glorious “yesterday” (2018-2021), gloomy “today” (2022-Q1 2023) of Russian gas (both pipeline and LNG) in Europe, including the evolution of the European countries’ dependence on Russian gas, using data still available. The report also discusses possible futures for Russian gas in Europe after 2023 (“tomorrow”) – given new inputs, including selected pipeline export routes limitations, the Turkish natural gas hub initiative, and Russian LNG project developments.