March 22, 2026 10:02 PM GMT Energy | Asia Pacific Beyond the Shock: Less Gas, More Coal & More Diesel LNG infrastructure damage in Qatar shifts LNG markets from glut to balanced, making alternative fuel demand (coal and diesel) move higher against prior estimates. Coal equipment, upstream oil, refiners, fertilisers and specific power producers benefit, while gas producers see consumption slow. We now assume a two-month outage for the full Qatar and UAE export complex, up from 4-6 weeks previously. Further, ...

16 March 2026 | 7:39PM EDT Commodities Research Natural Gas Comment: European Tightening Likely to Raise TTF Q2 Prices Further With approximately 80 mtpa of LNG supply (19% of global LNG supply) currently down following the Strait of Hormuz flow disruption and the shut down of Qatar's LNG production site, we revisit the implications to global LNG markets that are visible to date and what we expect going forward. Although NW European storage has remained resilient thus far owing to mild weather and LNG impor ...