JPMC Utilities Daily: 08 July: Global LNG Analyzer, SVT, ANE, EOAN x2, PNN, European Natural Gas

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JPMC Utilities Daily: 08 July: Global LNG Analyzer, SVT, ANE, EOAN x2, PNN, European Natural Gas

J P M O R G A N Europe Equity Research

08 July 2026

JPMC Utilities Daily

08 July: Global LNG Analyzer, SVT, ANE, EOAN x2,

PNN, European Natural Gas

ACSector Headlines EuropeanJavier GarridoUtilities & Clean Energy

(34-91) 516-1557

javier.x.garrido@jpmorgan.com

J.P. Morgan Securities plc

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temper gas burns (Research Available) Mukund Verma

(44-20) 7742-4181

mukund.verma@jpmorgan.com

J.P. Morgan Securities plcSector News

Specialist Sales contact details:

Ian Mitchell - Specialist Sales -

European Energy

Global LNG Analyzer: Asia leads, Europe to catch up (44-20) 7134-1356

(Research Available) ian.e.mitchell@jpmorgan.com

Global LNG imports held up better than expected in June, supported by a recovery

in Asian demand. Global LNG imports averaged 1,507 Mcm/day in June, down

only 27 Mcm/day (1.8%) YoY. After months of decline and broadly flat YoY trend

in May, China's LNG imports rose 5 Mcm/day (2%) YoY in June. Demand