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SPOT Asian LNG spot prices firm on restocking, mild winter outlook Elena Voss · 13 Feb 2026

European gas storage above 74% – mild Q1 demand caps volatility Michael Thorpe · 12 Feb 2026

PREMIUM ANALYSIS

bunker fuel · 2026

Methanol-ready LNG carriers: retrofitting economics and emission gaps

Aker BP and Seaspan collaborate on dual-fuel retrofits for mid-size LNG carriers. Early 2026 trials show 34% CO₂ reduction but methane slip remains a concern in high‑load zones. Port of Rotterdam prepares incentive schemes for methanol‑capable vessels.

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supply wave

Plaquemines, Corpus Christi Stage 3: 2026–2027 ramp-up scenarios

Venture Global’s Plaquemines and Cheniere’s Corpus Christi expansion will add 28 mtpa through 2027. LNGportal analysis shows European buyers already contracted 65% of volume; Asian spot exposure limited.

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terminals 4.0

Zeebrugge, Dunkirk, Gate: blue hydrogen & CO₂ import readiness

Three North Sea terminals are fast‑tracking ammonia cracking and CO₂ storage. Fluxys and OGE announce joint hydrogen backbone link by 2028. Technical, regulatory hurdles quantified in new 40‑page study.

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long-term

LNG contracting 2026-2030: indexation shift, shorter tenors, optionality

Traditional 20‑year oil‑linked deals fall to 38% of new contracts. JKM, TTF hybrids and destination‑flexible portfolios dominate. LNGportal proprietary database tracks 170+ active negotiations.

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LNG INSIGHTS

Asia LNG prices edge up as Japan, Korea prepare summer refill

Clara Brennan · 11 Feb 2026

JKM hits $13.20/MMBtu on restocking, while Chinese industrial demand remains tepid. TTF tracks higher on Norwegian maintenance.

Buyers push for emission‑linked LNG contract clauses

David Kwon · 10 Feb 2026

McKinsey survey: 54% of Asian and European utilities require certified carbon intensities. Seller responses vary.

US Henry Hub softens on mild forecasts, Freeport outages

Laura Schmidt · 9 Feb 2026

HH settles at $3.41, down 12% WoW. Feedgas drops as two Gulf LNG plants undergo unplanned maintenance.

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UPCOMING EVENTS

Mar 2-4, 2026

LNG Pricing & Derivatives Forum · Singapore

Mar 16-18

Atlantic Basin LNG Summit · London

Apr 13-15

Mediterranean LNG & Hydrogen · Barcelona

Apr 27-29

Japan LNG Buyer Conference · Tokyo

May 11-12

Gastech Americas · Houston

May 25-27

LNG Bunkering & Future Fuels · Rotterdam

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LNG Supply

QatarEnergy signs 15-year SPA with China’s ENN (1.8 mtpa)Feb 10, 2026

Coral Sul FLNG reaches plateau; Rovuma basin expansion pendingFeb 5, 2026

Canada LNG start-up: commissioning cargoes delayed to Q3Jan 28, 2026

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LNG Demand

India’s GAIL issues tender for 12 cargoes 2026-2027Feb 9, 2026

Thai PTT reduces spot buying on high inventory, hydro powerFeb 2, 2026

European industrial gas consumption down 4% YoYJan 25, 2026

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LNG Trade

US LNG feedgas averages 14.8 Bcf/d, 4 new cargoes to GermanyFeb 11, 2026

TTF/JKM spread narrows to $0.80 – arbitrage shutFeb 7, 2026

Chinese buyers re-sell 4 cargoes for March deliveryFeb 3, 2026

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Knowledge domains

Editorial director: Elena Marchetti Client support: +41 44 588 92 32 Data license: lngportal.com/licensing