Natural Gas Supply and Demand

Buyers appear to have been the main beneficiaries of recent gas pricing disputes in Europe, but both buyers and sellers are at risk of an ‘outlier’ ruling that could severely hurt their bottom lines.
Latest Supply and Demand News
- Argentine government plays it cool as rationing returns
- Japan’s Hokuriku on the hunt for LNG
- China risks slowing consumption growth on stalled reforms
- CNPC cuts pipeline supply to north China by 26%
- China’s gas consumption jumps by 13.4% in Q1
- Japanese LNG imports slide by 5% in March
- Third phase on hold at Karachaganak

The surge in North American hydrocarbon production and the region’s dwindling need for energy imports has laid the groundwork for US engagement in Asia Pacific.

Asia’s traditional oil-linked LNG pricing mechanism has been criticised by Chinese LNG buyers who say it fails to reflect gas market fundamentals.
Exporters
Diversifying pressures in Ukraine

The Ukrainian gas sector is in flux, with increasing sources of imports. And with ex-Prime Minister Yulia Tymoshenko in jail, the gas contract she signed with Russia appears to be benefiting her rivals.


