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How Hormuz chokehold threatens LNG buyers
A potential blockade of the Strait of Hormuz following the escalating US-Iran conflict risks disrupting Qatari LNG exports that underpin global gas markets, exposing Asia and other markets to sharp price spikes, cargo shortages and renewed reliance on dirtier fuels
New Zealand embraces LNG
LNG would serve as a backup supply source as domestic gas declines and the country’s energy system comes under stress during periods of low hydropower output and high energy demand
European gas faces renewed strain after winter drawdowns
Sustained low temperatures have depleted storage levels and exposed the EU’s vulnerability to shocks even as the bloc moves ahead with phasing out all Russian imports
LNG, a strategic safeguard
Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
A dual-coast LNG strategy
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
Cheniere’s disciplined expansion
US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment
The new LNG wave is finally here
Growth in LNG supply will surpass the rise in demand in 2026 for the first time in years, according to Mike Fulwood, senior research fellow at the OIES, but lower prices are likely to encourage fuel switching and could create more demand on a permanent basis
LNG trends in developing economies
Awais Ali Butt, manager for sales and business development at Pakistan LNG Ltd, discusses LNG’s role in energy security across developing, price-sensitive economies, as well as examining trade-offs between buying strategies and the impact of lower prices and policy on import behaviour 
LNG remains frontrunner among low-carbon marine fuels
LNG’s technical maturity, availability and price, as well as regulation, have driven its rapid adoption as a marine fuel, yet its future in shipping will depend on transition policies and progress in cutting methane emissions and scaling bio- and synthetic LNG, according to Carlos Guerrero at Bureau Veritas
A new force in US LNG
With Texas LNG approaching financial close, Alaska LNG advancing towards a phased buildout and Magnolia LNG positioned for future optionality, Glenfarne CEO Brendan Duval says the coming year will demonstrate how the company’s more focused, owner-operator approach is reshaping LNG infrastructure development in North America
ukio Kani, global CEO and chair of JERA, speaking on a panel at LNG2026
LNG
Paul Hickin,
Editor-in-chief
Doha
6 February 2026
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QatarEnergy and JERA enter new LNG chapter

The long close relationship between key supplier Qatar and pivotal buyer Japan becomes even deeper following new landmark deal 

QatarEnergy and Japan’s JERA have forged one of the most significant long-term LNG supply agreements in recent years, a deal that highlights both Qatar’s ambition to remain the world’s leading LNG exporter and Japan’s determination to secure stable energy supplies for decades to come. Signed at LNG2026 in Doha between Yukio Kani, global CEO and chair of JERA, and H.E. Saad Sherida Al-Kaabi, Minister of State for Energy Affairs, State of Qatar, President and CEO - QatarEnergy, the agreement commits QatarEnergy to deliver 3mt/yr of LNG to JERA over 27 years. This contract is remarkable not only for its sheer length but also for the strategic implications it carries for both nations and the glo

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Explainer: Fujairah on high alert
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The killing of Iran’s Supreme Leader Ayatollah Khamenei in US–Israeli strikes marks the most serious escalation in the region in decades and a bigger potential threat to the oil market than the start of the Russia-Ukraine crisis

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