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[BUSINESS] · Qatar, United States · 4 sources

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Global natural gas demand hit record high in 2025

Global natural gas demand reached a record 4,202 billion cubic meters in 2025, a 1.7% increase from the previous year. According to the 2026 Global Gas Report by the International Gas Union, Snam, and Rystad Energy, this growth was driven by residential, commercial, and electricity production needs. Global supply also hit a record high of 4,147 billion cubic meters in 2025, with North America emerging as the world's top exporter, surpassing Russia.

However, the market faces significant volatility in 2026. A crisis in the Strait of Hormuz has disrupted approximately 20% of global LNG supply. In Qatar, missile strikes on Ras Laffan infrastructure led QatarEnergy to declare force majeure on supplies and suspend the North Field expansion project, causing potential delays of up to one year.

Analysts project that 2026 will see the first annual decline in global gas demand since 2022, with an expected drop of 7 billion cubic meters. While prices have risen due to the Middle East supply shock, the report notes that the global system has become more resilient compared to the 2022 energy crisis due to increased diversification and storage capacity.

Entities

International Gas Union · QatarEnergy · Rystad Energy · Snam · Strait of Hormuz

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