In this issue
Friday, 05 September 2025
CPC Corp, Taiwan’s state energy company, has stopped short of earlier intentions to import spot LNG cargoes for August and September delivery to compensate for lost nuclear power capacity. Instead,…
Friday, 05 September 2025
PetroChina’s trading division strives to enhance the flexibility of its LNG portfolio by adding US LNG deliveries which come without destination clauses. Room for re-sale is paramount at times when…
Friday, 05 September 2025
High spot LNG prices and subdued demand from industry made China’s LNG import plunge by more than 20 percent in the first quarter of this year. Fast build-out of liquefaction…
Friday, 05 September 2025
Asian economies – notably China, Indonesia, Japan, and South Korea – increasingly use ammonia in power generation, mainly by co-firing low-carbon ammonia with coal or natural gas. Yet demand still…
Friday, 05 September 2025
PetroVietnam has begun construction of the VND27.7 trillion ($1.05 billion) O Mon IV power plant in Can Tho, Mekong Delta. LNG imports — through terminals in Thi Vai and potentially…
Friday, 05 September 2025
T&T Group of Vietnam is tackling legal hurdles to get the Hai Lang LNG project built and commissioned by mid-2029. With revised capital costs of more than $2.3 billion, the…
Friday, 05 September 2025
There were 1.53mmt of LNG on the water with destinations in China according to our market visibility at the time of writing on 4 September. These cargoes had an estimated…
Friday, 05 September 2025
LNG Demand: Chinese buyers were still opting to re-sell any US cargo contingent on their books instead of importing them into China after Beijing imposed a 15 percent import tariff. Nevertheless,…
Monday, 02 June 2025
CPC Corp, Taiwan’s state energy company, is seeking to import LNG cargoes for August and September after the country’s last nuclear power plant was shut down at midnight on 17…
Monday, 02 June 2025
Analysts have revised down Asian natual gas demand by 1.7 million tons after Chinese LNG imports fell 0.9 million tons in a flatlining economy.
Monday, 02 June 2025
China’s rapid adoption and scale-up of LNG trucks sales is displacing the use of oil and oil products in road transport, lowering diesel demand. Based on the current order book…
Monday, 02 June 2025
China's Guangdong Pearl River Investment Management Group (GPRIMG) announced via its official WeChat account the company has signed a long-term LNG sale and purchase agreement (SPA) with ConocoPhillips. The deal is…
Monday, 02 June 2025
South Korean utility GS Energy and the construction firm BS Hanyang have been awarded a 1.1 trillion won ($815 million) project finance loan to develop the Northeast Asia LNG hub terminal…
Monday, 02 June 2025
If oil prices fall further – possibly below $60 per barrel – majors will have to choose between upholding high shareholder returns or spurning investors to save their balance sheets,…
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. |
