In this issue
Friday, 12 June 2026
AG&P is raising its stake in Vietnam’s Cai Mep LNG terminal to 100%, taking full control of the 3 mtpa terminal as Hai Linh Company divests its interest.
Friday, 12 June 2026
Market Summary: The six smaller-scale Asian import markets took a combined 3.00mmt of LNG across 67 cargoes during Apr-May 2026, a rise of 13pct on the prior period (Feb-Mar 2026).
Wednesday, 15 April 2026
Asian LNG buyers are outcompeting European rivals in a scramble for spot cargoes, as the Strait of Hormuz closure reverted the price-setting power to Asia Pacific. Most utility buyers simply switch to…
Wednesday, 15 April 2026
Shipping disruptions through the Strait of Hormuz are hoped to ease by end April, by when Energy Aspects reckons more Middle Eastern LNG supply will start reaching international buyers. If…
Wednesday, 15 April 2026
Australia’s Prime Minister Anthony Albanese is considering a 25 percent windfall tax on gas producers as LNG prices surge, asking to model new levy options for the gas industry. Government…
Wednesday, 15 April 2026
India’s energy security is under strain due to loss of Qatari LNG deliveries, prompting Petronet to activate emergency clauses in other import agreements and scrambles for spot cargoes from Australia…
Wednesday, 15 April 2026
ADNOC Gas has signed a 10-year LNG sales and purchase agreement with India’s Hindustan Petroleum Corporation Ltd (HPCL) – valued at between $2.5 billion and $3 billion – to export 0.5…
Wednesday, 15 April 2026
India’s state-owned oil and gas importer, Petronet, has commissioned the Dahej terminal’s latest expansion project. With the expansion, Dahej’s total capacity will rise to 22.5 mtpa from 17.5 mtpa, the…
Wednesday, 15 April 2026
Market Summary: Taiwan, India, Thailand and Bangladesh collectively imported 9.76mmt of LNG during February to March 2026, receiving 154 cargoes from a combined 16 supplier countries. Qatar was the leading supplier…
Wednesday, 15 April 2026
While China is by far the largest single destination for Middle East oil and LNG shipments, it may well be better positioned than its Asian neighbours to weather short-term price shocks.
Wednesday, 15 April 2026
China’s huge reliance on energy imports from the Middle East and its position as one of Iran’s few remaining international partners makes its response to the crisis especially consequential, said…
Wednesday, 15 April 2026
Chinese-flagged ships have been using their identity to transit the Strait of Hormuz on March 1-8, Lloyd’s List Intelligence data shows. Notably, none of the six vessels were oil or…
Wednesday, 15 April 2026
Market Summary: China imported 7.07mmt of LNG during February to March 2026, receiving 113 cargoes from 10 supplier countries. Qatar was the leading supplier with a 33 percent share, followed by…
Wednesday, 15 April 2026
Japan’s industry minister Ryosei Akazawa has urged Australia, the country’s largest LNG supplier, to ramp up output as the Middle East turmoil disrupt regional shipments and unravels trade flows.
News Nudges
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Korean gov’ mulls investment in US LNG The South Korean government is reviewing a project to build an LNG export terminal in Louisiana. Consultants Samil and Kim & Chang were reportedly assessing the project's feasibility. If the project's feasibility is confirmed, it will be finalised through talks with the US and then proceed to final approval by President Trump. The South Korean Government will cover part of the project cost using a South Korea to US investment fund. The US was said to have requested investment from South Korea from the outset. |
