Gas & LNG: Northern Summer Fundamentals

Strong European LNG imports and the long-awaited boost from Plaquemines LNG defined the first half of 2025. Additional highlights include:
  • Higher natural gas and LNG prices across key markets, while Europe’s weaker contango reduced storage incentives.
  • Global LNG production up 4.8 Mt, or 2.3% year-on-year.
  • European weather extremes driving gas demand, with industry nearing growth territory.
  • In the US, gas prices recovered - first on production discipline, then on strong feedgas growth.
  • Egypt rapidly expanded regasification capacity to meet peak summer demand.
Get deeper insights in the condensed edition of our Gas & LNG Market Seasonal Report, part of our annual series tracking global gas market dynamics through the heating and cooling seasons.

In this mid-year snapshot, we unpack the supply shifts, price drivers and regional demand changes shaping the Northern Hemisphere summer.
Download the condensed report now.
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Rystad’s Take: In conversation with our CEO

Our monthly Q&A series, February edition