In this issue
Wednesday, 15 April 2026
South Korea’s ruling Democratic Party has announced the abolition of spring caps limiting coal-fired plants to 80 percent capacity, alongside boosting nuclear utilization to over 80 percent from late-60s levels. “We…
Wednesday, 15 April 2026
Market Summary: South Korea imported 7.76mmt of LNG during February to March 2026, receiving 120 cargoes from 13 supplier countries. Australia was the leading supplier with a 30.2 percent share, followed…
Wednesday, 15 April 2026
Rising LNG prices are feeding through to wholesale electricity markets. To mitigate exposure, utilities in Thailand and Vietnam are shifting from purely index linked LNG contracts toward structures with price…
Wednesday, 15 April 2026
Pakistan’s diverse domestic energy mix — nuclear, coal and hydropower — is cushioning the country from the global energy price shock due to the Iran war. With nearly three-quarters of…
Wednesday, 15 April 2026
Southeast Asian countries with historically low gas storage levels have resorted to panic buying in a rush to replenish reserves ahead of the next winter. A “vicious feedback loop” could…
Wednesday, 15 April 2026
Market Summary: Six smaller Asian import markets collectively received 2.65mmt of LNG during February to March 2026, comprising 52 cargoes from 5 supplier countries. Indonesia was the leading supplier with 38…
Tuesday, 10 February 2026
Private capital from Asian exploration and production (E&P) investors is flocking to the North American market in search for LNG-linked assets. Deal flow is increasingly shaped by a ‘merger of…
Tuesday, 10 February 2026
The arbitrage for shipping US LNG cargoes to Northeast Asia has fallen to –$0.2/MMBtu, the lowest level since February 2025 — even though Atlantic freight rates have declined by more…
Tuesday, 10 February 2026
Japan’s biggest power generator JERA as well as Hokkaido Gas have sealed long-term LNG sale and purchase agreements (SPA) with flexible delivery patterns, catering to seasonal demand swings.
Tuesday, 10 February 2026
Australia’s oil and gas giant Santos has shipped the first LNG cargo from its $6.1 billion Barossa gas project in the Timor Sea. The cargo on the carrier ‘Kool Blizzard’…
Tuesday, 10 February 2026
Market Summary: Japan imported 12.20mmt of LNG during December 2025 to January 2026, receiving 192 cargoes from 13 supplier countries. Australia was the leading supplier with a 35 percent share, followed…
Tuesday, 10 February 2026
Korea Southern Power (KOSPO) and Hanwha Energy, Hanwha Aerospace are about to jointly procure US LNG, leveraging Hanwha’s expanding LNG value chain and carrier fleet. By pooling procurement, the three…
Tuesday, 10 February 2026
South Korea’s state-run utility KOGAS targets to raise the share of LNG in the power gen mix from 16.9 percent currently to 18.8 percent by 2030. US LNG imports to…
Tuesday, 10 February 2026
Amazon Web Services will help SK Group build Korea’s first AI hyperscale data centre in Ulsan, powered by LNG. All electricity needs of the data center will be met by…
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. |
