Qatar LNG output could rebound within a month
Qatar could restore LNG production at unaffected Ras Laffan trains within a month after safe shipping through Hormuz resumes, sources told Reuters. Shipping and logistics are deemed the main bottlenecks, rather than plant operation.
Developing countries won’t solely rely on US LNG, Cheniere says
Cheniere Energy does not expect developing countries put all eggs in one basket by relying solely on US LNG for their energy security, Chief Finance Officer, Zach Davis said at a conference in Houston.
Behind the Disha: A fleet in waiting
More than forty Qatari LNG carriers, some 3.4mmt of carrying capacity, waiting in- and outside Hormuz, eager to follow Disha’s open crossing. Vessels are not the constraint. The strait and the offline Ras Laffan trains are.
Chugach eyes North Slope gas from Alaska LNG
US energy major Glenfarne has signed a letter of intent (LoI) with the Alaskan utility Chugach Electric Association to advance a gas supply deal tied to the $44 billion Alaska LNG development. Chugach wants to source North Slope gas via the Alaska gas pipeline, designated to meet Alaska’s domestic needs and supply feedgas to produce 20 mtpa of LNG for export.
Europe shuns term US LNG offtake, hampers project sanctions
European buyers are shying away from signing long-term offtake contracts for US LNG, making it harder for new export projects to secure financing and move towards construction.
Japan’s US LNG resale equals emissions from 17 coal plants
Japan’s resale of US LNG to other countries in Asia – notably South Korea, China and India – has generated emissions equivalent to roughly 17 coal plants a single year, Zero Carbon Analytics’ (ZCA) latest report finds.
Britain to announce new sanctions affecting Russian LNG
The British government is anticipated to announce new sanctions today targeting Russia’s illicit shadow fleet for oil and LNG, following the interception of a sanctioned Russian oil tanker in the Channel on Sunday. The move could disrupt a segment of LNG trade that relied on opaque shipping and financing channels.
Ichthys LNG strike extended to July 6; all loadings at risk
Australia's Offshore Alliance is seeking to extend industrial action through July 6, threatening to halt all loadings at the Inpex-operated Ichthys LNG terminal. The strikes were initially expected to end on June 23.
China’s e-truck push dents diesel, reshapes LNG demand
China’s push to electrify heavy-duty trucking is set to materially lift electricity demand, with potential knock-on effects on LNG imports. Around Beijing, electrification rates are expected to reach as high as 80% on certain corridors, accelerating the shift away from diesel and LNG toward grid-based energy.
Golden Pass: two cargoes, one empty carrier
Golden Pass LNG Train 1 is still finding its feet, having exported only two cargoes to date – one to Belgium and one to Taiwan – with roughly 0.14 mpta combined, according to LNG Journal calculations. Unplanned maintenance is understood to hamper Golden Pass LNG’s ramp-up nearly two months after its inaugural cargo.
