Research Paper

LNG Review August 2026

Author	Hiroshi Hashimoto
Summary	In July 2026, LNG imports across the four major Northeast Asian markets (Japan, Korea, China, and Taiwan) totalled 16.91 million tonnes, an increase of 0.67 million tonnes compared to July 2025. Cumulative imports for the January-July 2026 period stood at ...
Outline	LNG imports into Northeast Asia in July 2026 increased year on year, while regional import prices reached their highest level since early 2023, reflecting sustained spot LNG market strength and the lagged impact of higher crude oil prices on oil-linked contracts. At the same time, project development activity in August 2026 remained robust across the LNG value chain. In North America, developers continued advancing liquefaction, pipeline and related infrastructure projects, reinforcing expectations of significant LNG supply growth towards the end of the decade. Canada and Argentina also recorded progress in export-oriented gas developments, underscoring the increasing geographical diversification of future LNG supply sources and the evolving balance of the global LNG market.
Keyword	Northeast Asia LNG Demand, LNG Price Strength, LNG Supply Expansion, North American LNG Projects, LNG Infrastructure Build-out, LNG Supply Diversification
Media	ＨＰ (9/1/2026)
Report PDF	https://eneken.ieej.or.jp/data/13502.pdf