In this issue
Friday, 12 June 2026
China emerges as source of flexibility for suspended Qatari LNG, which creates a shortfall and undermines a three-year consensus that a wave of new capacity would tip the market into…
Friday, 12 June 2026
Prolonged price volatility in LNG markets is upending sales and purchase agreements (SPAs) as traders sound alarm over JCC/Henry Hub swings eroding fixed-price economics. “As US LNG exports surge to…
Friday, 12 June 2026
Asia’s key LNG buyers have made preliminary Alaska LNG offtake commitments, with Thailand’s PTT signing for 2 mtpa and Japan’s Tokyo Gas for 1 mtpa, while JERA, South Korea’s POSCO…
Friday, 12 June 2026
Australian LNG exporter are falling short on meeting Asian demand due to a lack of capacity that partially stems from an uncertain investment environment. Demand is outstripping supply, especially from…
Friday, 12 June 2026
Fast-growing Japanese and wider Asian demand for cross-basin LNG cargoes has widened price spreads between the Japan Korea Marker (JKM) and the Dutch TTF for the July–September period. An uneven…
Friday, 12 June 2026
Free ReadMarket Summary: Japanese LNG imports were 8.26 MMt across 140 cargoes from 12 suppliers in April-May 2026, down 20pct on the prior period and 13pct year on year. Part of the…
Friday, 12 June 2026
Ice-class carrier Christophe de Margerie is attempting a seasonally early eastbound transit from Novatek’s Arctic LNG 2 terminal via the Northern Sea Route to Asia, underscoring the Russian company’s efforts…
Friday, 12 June 2026
Taiwan’s state-owned CPC Corp has emerged as Northeast Asia’s most active spot LNG buyer since the escalation of Middle East conflict, since its heavy exposure to Qatari LNG forced the…
Friday, 12 June 2026
Market Summary: China imported 8.14 MMt across 142 cargoes from 13 suppliers in April-May 2026, up 14pct on the prior period of February-March.
Friday, 12 June 2026
Two shipping majors – TMS Cardiff Gas and BW Group and – have placed LNG carrier orders at South Korean shipyards, including the word-first three-tank carrier order. Expansion in the gas…
Friday, 12 June 2026
South Korea’s Foreign Minister, Cho Hyun has pleaded his Omani counterpart Badr Albusaidi to supply LNG and crude oil. KOGAS, meanwhile, vowed to bring the entire LNG equity volumes from…
Friday, 12 June 2026
Market Summary: South Korea imported 6.07mmt of LNG over April to May 2026 from twelve supplier countries, down 22.5 pct on the 7.83mmt received in February to March.
Friday, 12 June 2026
Canada’s Prime Minister Mike Carney is pushing to advance a free trade agreement with India that would open a strategic outlet for LNG, agri-food and technology exports. The move reflects…
Friday, 12 June 2026
India has rejected a cargo of Russian LNG from the US-sanctioned terminal despite domestic supply shortages amid Middle East tensions – effectively stranding a 138,200-cbm tanker near Singapore, according to…
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. |
