Insight
Global Short-Term LNG Supply Tracker (Q2 2026)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Global LNG run rates fell to 65% as supply constraints in the Persian Gulf were compounded by seasonal maintenance in the US and Australia. Some relief has emerged, however, with Peru LNG coming back online after a prolonged outage and Darwin LNG also resuming operations. In Qatar, we detected heat signals at three Southern RasGas trains, suggesting they are being gradually tested and returned to hot standby. LNG output across Africa has remained resilient, led by Nigeria’s consistently strong performance throughout 2026. In Russia exports are gaining momentum, with Arctic LNG-2 securing additional vessels to support logistics as the Northern Sea Route opens earlier than usual. In Mexico our satellite analytics identified first heat signatures at Costa Azul LNG’s pre-treatment facility.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Global Short-Term LNG Supply Tracker (Q1 2026)
Quarterly update of short-term LNG supply dynamics by country
$1,050
Insight
Global oil supply short-term update - June 2026
Production recovery for the key Middle East producers has been deferred as the Strait of Hormuz remains restricted
$1,350
Insight
Iran war scenarios: implications for the gas and LNG market
Gas and LNG supply, demand and prices under different Iran war scenarios
$950
