LNG

Anew Climate and Seaspan Energy have completed their first ship-to-ship bio-LNG loading at the Port of Long Beach, California. The renewable natural gas used, sourced from Morrow Energy, has a certified carbon intensity of just 7.74 g CO₂e/MJ under the ISCC framework. The successful operation is a step towards scaling bio-LNG supply.

An early cold wave across northern China is lifting LNG and pipeline gas demand, adding upside risk to the JKM-TTF price spread for balance-of-winter 2025/26. Several cities have started district heating early which boosts gas demand and increases the need for LNG imports.

Global LNG markets are poised to turn from a sellers’ to a buyers’ market as a wave of new liquefaction capacity comes online this year and in 2026, the International Energy Agency’s (IEA) executive director Fatih Birol said.

Deal-making in the US shale gas sector has spiraled as Asian buyers seek to secure reliable feedstock for LNG offtake. More than $28 billion worth of gas and LNG assets are currently up for sale.

PT PLN Energi Primer Indonesia, a subsidiary of state-owned Persero, has found a growing need for LNG imports to balance a near-term shortfall in domestic gas production. Together with JERA, PLN EPI aims to develop an adaptable LNG import model, capable to respond to market fluctuations and ensure Indonesia long-term supply reliability.

The European Parliament considers amending climate rules, bowing to pressure Qatar and the US. The world’s two top LNG exporters warn of an “existential threat” to key European industry if compliance costs, liability risks and supply-chain disruptions become excessive.

Tokyo Gas has signed a Letter of Intent (LoI) to offtake of 1 tonne per annum (mtpa) from the Alaska LNG project, majority owned and developed by Glenfarne. The deal brings the 20 mtpa LNG project in Nikiski, Kenai Peninsula, closer to financial close.

Japan’s leading LNG importer and power generator JERA has agreed with Williams and GEP Haynesville to acquire 100% of their interest in the South Mansfield gas field in the Haynesville Shale for $1.5 billion. The upstream asset is close to LNG terminal along the US Gulf Coast.

Proponent of LNG exports from Alaska expect to finish the key engineering and cost assessment for an 800-mile gas pipeline stretching from the North Slope to the Gulf of Alaska by the end of this year, according to US Interior Dough Burgum. The pipeline is critical for securing feedgas for Alaska’s $44 billion LNG export terminal.

The Iraqi government plans to seal an agreement with Excelerate Energy to import US LNG via a floating storage and regas unit. The FSRU could supply up to 500 MMcf/d, potentially replacing about half of the gas previously sourced from Iran.