OIES Podcast – LNG flows and the outlook for gas storage in Europe

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about their recent research on the impact of the closure of the Strait of Hormuz on global LNG trade and the prospects for gas storage in Europe over the winter of 2026/27. The podcast starts with a review of flows of LNG out of the Gulf and the impact of the latest military action in the region, with a focus on when and if significant LNG can flow from Qatar and the UAE again. We also look at the development of alternative sources of LNG supply as well as the demand response in Asia, before turning to the impact on Europe and the increasing concerns over the levels of gas in storage ahead of the coming winter. We review injection rates to date, discuss the likely inflows over the next two months and assess the possible impact of various weather scenarios through to April 2027. We then conclude by taking a medium-term look into next year and assess the likely availability of LNG as well as the key sources of demand, including European storage which could be at very low levels by the end of winter.

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