Qatari LNG flows likely to recover from mid-August
Energy Aspects has pushed back its Qatari LNG ramp-up forecast by a further two weeks, now expecting a partial recovery from mid-August. Q3-26 loadings are seen at 5.4 million tons, down from 6.1 Mt previously, as markets price in elevated risk from prolonged Hormuz disruptions, though TTF is still unlikely to exceed €70/MWh over the balance of summer.
More LNG-fuelled trucks for India
GreenLine Mobility Solutions has partnered with Dabur India to deploy LNG-fuelled trucks across the FMCG company’s logistics network. More than 1,000 LNG- and electric-powered heavy trucks are operated across India by GreenLine with the collaboration helping to cut long-haul road freight emissions in sectors including consumer goods, steel and mining.
KN Energies seeks more Klaipeda LNG bookings
Lithuania’s KN Energies has issued an additional invitation for market participants to allocate regas slots at its Klaipeda LNG terminal for 2027 after completing the initial annual booking process.
Dynagas granted Russian LNG carve-out
Greece-based Dynagas will be allowed to keep shipping Russian LNG to third countries under the EU’s new sanctions package, in a 12-month exemption that caps volumes at 2025 levels.
ADNOC’s LNG expansion bolstered by Umm Shaif FID
Production from ADNOC’s Umm Shaif Gas Cap is expected by 2030, unlocking more than 600 mmcf/d of gas and liquids that will bolster feedstock as ADNOC aims for 47 mtpa of marketable LNG capacity by 2035.
Ichthys pay deal sealed after little impact on LNG flows
Workers at Inpex's Ichthys LNG plant have voted in favour of a new enterprise agreement covering 2026 to 2030, which the company is now preparing to lodge with the Fair Work Commission. That closes a dispute which ran from 2 June to 17 June and only escalated to the shutdown of one of Darwin's two liquefaction trains in its closing days. Still, it cost Inpex some $200 million by the unions' estimate, with one LNG cargo and two condensate cargoes said to have missed their loadings.
Egypt close to sealing term LNG supply deal worth up to $11bn
Egypt is close to sealing a multi-year LNG supply deal that could lock in 15 to 18 cargoes a month for at least three years. Reuters calculations put the deal value at $8-11 billion a year, depending on pricing and volume, with final terms still under negotiation.
Japan deepens LNG-to-power links across Asia
Japan’s JERA is stepping up its LNG-to-power strategy across Asia, offering term LNG shipments and project finance. For India’s Torrent Power, JERA will deliver four cargoes per year from 2027 to fuel 2,730 MW gas-fired powergen capacity along with some city-gas demand.
Pakistan LNG pays dearly for late July cargo
State-owned Pakistan LNG has purchased a cargo for late July delivery at nearly $21.88 per million British thermal units on Monday, its highest price since 2022, Bloomberg reported. In August, Pakistan seeks to buy more cargoes.
JERA advances LNG-fuelled power project on Hawaii
JERA Americas is advancing an LNG-fuelled power project on Hawaii, developed at a cost of $1.5 billion for the 500 MW plant plus around $500 million for offshore LNG import terminal.
