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Latest content

All of the content featured on this page is available through Kpler Insight's LNG and natural gas offering, which comprises LNG news, expert-led webinars, reports, and forward-looking views on all aspects of the market.

Russia’s Arctic LNG 2: Against all odds

Russia's Arctic LNG 2 project has been the most closely watched new export initiative this year, marking the largest supply addition to the market in 2024.

Despite facing delays and sanctions, Arctic 2 has recently begun exporting cargoes, defying widespread scepticism.

No Russian gas flows via Ukraine in 2025?

Potential implications for Central and Eastern European countries

Explore the potential impact of the end of Russia-Ukraine gas transit on Central and Eastern Europe.

TTF risk premium fades as focus shifts to loose fundamentals

This report look at:

  • Market eyes Norwegian maintenance extensions 
  • Cooler temperatures and delayed winter restocking will dampen LNG demand 
  • Flat production and flagging shoulder season demand could see storage build further 
  • Mild supply concerns persist in the Pacific, while a new FLNG in West Africa is expected to start up soon.

No Russian gas flows via Ukraine in 2025? What are the options on the table for CEE countries?

Explore how Central and Eastern Europe can tackle potential gas disruptions in 2025.

Trump vs. Harris: The 2024 election’s impact on the US natural gas market

Donald Trump plans to “Drill, baby, drill” while Kamala Harris is committed to accelerating the transition to renewable energy.

Is the 2024 US presidential election going to have a substantial effect on the US natural gas market?

Rio Grande LNG and Texas LNG lose their FERC Authorizations in DC Circuit Court Ruling

In a ruling issued on August 6, 2024, a DC Circuit court vacated the FERC authorizations for the Rio Grande LNG, Rio Bravo Pipeline, and Texas LNG projects.

The ruling comes after, in 2021, a court remanded the original environmental impact statements for the two projects back to FERC to address several issues raised in the court case.

LNG floating storage remains at a multi-year low amidst high European inventories

With EU-27 underground gas storage below 8 bcm of spare capacity as of 11 September, the region is approaching oversupply ahead of winter 2024-2025.

Despite Norwegian maintenance and y/y declines in LNG arrivals, most major storage sites are expected to reach full capacity by early October, about four weeks before the usual withdrawal season.

Upcoming webinar: LNG and European natural gas winter 2024-25 outlook
Oct 8, 2024 09:30am BST, 4:30pm SGT

Join Kpler Insight analysts on this exclusive webinar to find out what could be in store for the global LNG and European natural gas markets this coming winter heating season.

In this webinar, we’ll be exploring:

  • Expectations for LNG supply this winter, including what new liquefaction projects are anticipated to come online.
  • Asia and Europe’s LNG demand needs, as well as associated drivers and risk factors.
  • How Europe will fare if Russian pipeline gas via Ukraine ceases on 1 January 2025 and what countries are most at risk.

If you are not able to make this date, please register and will send you the recording.

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Meet our industry experts

Laura Page

Laura Page

Insight manager - natural gas & LNG

Laura joined Kpler in July 2021 and is leading the build-out of the natural gas and LNG Insight service, which has comprehensive coverage of LNG, European and US natural gas market fundamentals, as well as JKM, TTF and Henry Hub price forecasts. She has been analysing commodity markets for over 12 years, covering a broad range of markets including metals, fertilisers, European power and LNG. Laura has been focusing on LNG markets since 2015, working at Argus Media as Deputy Editor of the LNG Daily report and at Refinitiv (now LSEG) as Lead LNG analyst. Laura is based in London and holds a BA and MSc in Economics from the University of Exeter.

JP Lacouture

JP Lacouture

Principal Insight Analyst - Natural Gas & LNG

JP joined Kpler Insight as Principal Insight Analyst – LNG & Natural Gas in June 2024, leading the analysis of the North American natural gas and LNG markets. Before joining Kpler, JP spent 9 years as an LNG Consultant at Poten & Partners, serving as the primary expert on the upstream, midstream, and LNG sectors for North and South America. Throughout his tenure at Poten, JP worked on numerous studies for clients across the energy value chain. In particular, JP participated or led commercial and market due diligence projects for nearly all operating and under construction LNG export projects in the US and Canada. Prior to Poten, JP also worked as a Lead Oil & Gas Analyst at Globaldata for 3 years where he created economic models for over 200 oil and gas fields in APAC and North America. JP is based in Brooklyn, NY and he holds a BS in Geological Engineering from Colorado School of Mines.

Troy Carney

Troy Carney

Senior Market Analyst – Natural Gas & LNG

Troy joined Kpler in April 2024. He is a member of Kpler’s insight team and specializes in US natural gas fundamental analysis. He also works on improving and maintaining Kpler’s LNG platform as a member of the LNG data operations team. Troy began his career as a commodities market analyst specializing in US natural gas liquids. After that he got into physical gas operations as a natural gas scheduler. He then managed the natural gas supply portfolio of a retail energy company, where he forecasted customer demand and hedged exposure by trading NYMEX/basis. He also worked as a pricing analyst where he built natural gas pricing models for utilities in the northeast US. Troy is based in New York City and holds a bachelor’s degree in finance and a master’s degree in energy management from Tulane University.

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