# East of Suez: Still filling the LNG supply gap

> 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.

- Date: 2026-11-04 · published 2026-11-05T03:08:10.756Z
- Category: geopolitics · region Global · magnitude low
- Page: https://feedsoft.ai/events/80996-east-of-suez-still-filling-the-lng-supply-gap
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

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.

## Read by commodity

- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2026-03-03 | [Natural gas, LNG prices soar on Middle East supply fears](https://feedsoft.ai/events/20365-natural-gas-lng-prices-soar-on-middle-east-supply-fears.md) | +7.0% | -3.1% |
| NATGAS | 2026-04-01 | [How the Iran War Is Disrupting Global Oil and Gas Supply](https://feedsoft.ai/events/20364-how-the-iran-war-is-disrupting-global-oil-and-gas-supply.md) | -4.5% | -9.0% |
| NATGAS | 2021-11-23 | [Supply Outages, Weather Forecasts Keep Global Natural Gas Prices Strong -- LNG Recap](https://feedsoft.ai/events/44230-supply-outages-weather-forecasts-keep-global-natural-gas-prices-strong-lng-recap.md) | -5.5% | -18.6% |
| NATGAS | 2026-10-29 | [The Commodities Feed: European gas tops EUR100 as supply fears grow \| ING THINK](https://feedsoft.ai/events/261-the-commodities-feed-european-gas-tops-eur100-as-supply-fears-grow-ing-think.md) | -1.8% | — |
| NATGAS | 2022-07-29 | [European Natural Gas, Asian LNG Prices Soar on NS1 Supply Cuts](https://feedsoft.ai/events/40665-european-natural-gas-asian-lng-prices-soar-on-ns1-supply-cuts.md) | -2.1% | +11.7% |

## Sources

- balancepointresearch.com: https://balancepointresearch.com/east-of-suez-still-filling-the-lng-supply-gap/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.