JANUARY 2026
Colder temperatures, higher demand, lower storage levels and rising prices are key variables to watch in the LNG market to start 2026. Europe is experiencing below average temperatures, coupled with supply security issues. Northeast Asia is forecast to see below average temperatures toward the end of January 2026, potentially pushing demand higher. The cold snap in Europe has accelerated inventory drawdowns, leading to a sharp increase in prices at the Dutch Title Transfer Facility (TTF) to attract more spot cargoes. Daily average LNG imports for Europe are near 452,000 t/d, which is the highest since February 2023. Northeast Asian daily average LNG imports are around 646,000 t/d, slightly lower than 681,000 t/d in December 2025, but that trend is likely to reverse course with more adverse winter weather in store. Elsewhere in Asia, daily average LNG imports for India are around 71,0000 t/d and on pace to reach 2.2 MMt/m in January 2026 as lower domestic gas production is driving LNG import demand.
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