Balance Point Research

Global LNG balances and market data for your local trading perimeter.

[Balance Point Research @balpointresrch]

JKT: Lower cooling demand in Japan, South Korea and Taiwan helped reduce LNG market tightness in 3Q26. #LNG #JKM #TTF #natgas Read more here: https://t.co/Mjgapfb3pR

[Balance Point Research @balpointresrch]

Global: LNG exports yet to offset tightening impact of geopolitics. However, geopolitical events will not indefinitely deliver one-way tightening risk for global gas balances. #LNG #TTF #JKM #natgas Read more here: https://t.co/nrgYWQG6oZ

[Balance Point Research @balpointresrch]

Russia: Implication of this week's drone strike by Ukraine on Novy Urengoy is that Yamal LNG and Arctic LNG 2 could soon be within the range of drone attacks launched from Ukrainian territory, if they are not already. #LNG #TTF #JKM #natgas Read more here: https://t.co/ROzpFubpFS

[Balance Point Research @balpointresrch]

East of Suez: Basis supported growth in cross-basin LNG flows during Summer '26, helping offset the absence of LNG supply from the Persian Gulf. Basis outlook for 4Q26 is much different and is flirting with inversion. #LNG #TTF #JKM #natgas Read more here: https://t.co/HwOx5EnRYA

[Balance Point Research @balpointresrch]

Global: Persistence of China’s bid for waterborne LPG imports - particularly from the United States - has sent ripples through the global LNG market as well. #LNG #LPG #TTF #JKM #natgas Read more here: https://t.co/Gik1kFL5JD

[Balance Point Research @balpointresrch]

Belgium: A zero LNG cargo import result so far in Aug26 demonstrates divergent LNG bid economics within Europe. #LNG #TTF #JKM #natgas Read more here: https://t.co/dEXjb7s1Mr

[High North News @HighNorthNews]

A Russian LNG storage vessel is making an unusual northbound voyage along Norway’s coast

#murmansk #russia #lng #exports #norway #politics #arctic #sanctions

https://t.co/Y5DZtopQv0

[Balance Point Research @balpointresrch]

Russia: In 1H Aug26, Novatek appears to be exporting from Train 2 at Arctic LNG 2, giving it a little more flexibility to respond to the myriad of constraints facing its LNG marketing. #LNG #TTF #JKM #natgas Read more here: https://t.co/YhzZyL9Unj

[Balance Point Research @balpointresrch]

Spain: Gas burns in early-August 2026 justifying PVB's tightening of the Atlantic Basin LNG market. #LNG #TTF #JKM #natgas Read more here: https://t.co/4ZRQndGJhG

[Balance Point Research @balpointresrch]

Global: #LNG exports (ex-Persian Gulf) fail to match persistent demand strength (ex-Europe). In July 2026, exports (ex-Persian Gulf) posted their narrowest year-on-year increase of 2026. #JKM #TTF #natgas #ongt Read more here: https://t.co/VvzA9KRfmK

[Mada Masr مدى مصر @MadaMasr]

Egypt’s Cabinet confirmed on Thursday that the outbreak of fire aboard a US-owned LNG regasification vessel at Damietta was caused by a drone strike, without disclosing the source of the attack. Mada Masr spoke to analysts, officials and diplomatic sources who attributed Egypt’s late confirmation to its extreme caution in negotiating complex regional tensions during the ongoing war.

Read the full story here: https://t.co/Mk4BerLnVH

[Balance Point Research @balpointresrch]

Egypt: TTF trading off its highs of the day. Like Egypt, European energy markets have been highly dependent on US-source LNG. #LNG #TTF #JKM #natgas Read more here: https://t.co/hcJ2iTmQfb

[Balance Point Research @balpointresrch]

China: Planned and unplanned maintenance events contributed to China’s second quarter domestic natural gas production recording its slowest growth rate for 2Q in over 15 years. #LNG #TTF #JKM #natgas Read more here: https://t.co/RKqifswsln

[Balance Point Research @balpointresrch]

Japan: Power load sets new record to date in Summer 2026, taking natural gas generation higher. Unlike Jun26, warmer-than-average temperatures are on the horizon for the balance of Jul26. #LNG #JKM #TTF #natgas Read more here: https://t.co/0F3j6m2L7m

[Balance Point Research @balpointresrch]

TTF is testing the €50/MWh level yet again. #LNG #JKM #TTF #natgas Read more about the performance of global LNG imports during the Iran conflict era here: https://t.co/9XXP73NTSl

[Balance Point Research @balpointresrch]

Front-month PVB gas basis traded at par with TTF for virtually the entirety of June 2026. #LNG #TTF #JKM #natgas Read more here: https://t.co/VmAFfBvGgK

[Balance Point Research @balpointresrch]

Early-cycle pipeline nominations for Golden Pass LNG on 24 June 2026 point to the historic possibility of a 2nd consecutive day of >0.5 bcfd of feedstock flow. A LNG carrier is along side the plant this morning. #LNG #TTF #JKM #natgas Read more here: https://t.co/50w1hp7wX6

[Balance Point Research @balpointresrch]

Nvidia's JKM short. #LNG #JKM #TTF #natgas Read more here: https://t.co/vShy2ZxZUo

[Balance Point Research @balpointresrch]

Hurricane season in the Atlantic Basin begins today. Early-cycle nominations for US interstate pipelines serving LNG export projects are +2.5 bcfd (+71 mmcmd equivalent) higher than one year ago. #LNG #natgas #TTF #JKM Read more here: https://t.co/8o3wuDswl8

[Balance Point Research @balpointresrch]

Events in the Persian Gulf swing back to “one-sided” ceasefire territory. Global gas markets must adjust their priors yet again. Supply side of the LNG balance looking healthy ex-Qatar, UAE. #LNG #natgas #TTF #ongt Read more here: https://t.co/TgdFPjR696