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East of Suez LNG imports fell only 7% year-on-year in August to October 2026 as buyers paid premiums to attract Atlantic Basin cargoes. Northwest European regasification sendout was 13% lower year-on-year, and TTF has oscillated between about 90 and 104 euros per megawatt-hour for winter 2026/27.
Persistent Persian Gulf export shortfalls keep global LNG tight and prices high, which supports energy-linked costs for feed production. Weak European demand, however, suggests some demand destruction that could cap prices.
balancepointresearch.comNov 4, 2026After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
