In this issue

 

US LNG exports saw continued decline since April, which began to accelerate May. US LNG shipments continued to fall last week, thus indicating a continuation of the trend. Several factors…
The Golar Kelvin, carrying the larger of the two Malaysian cargoes earmarked for Myanmar’s first LNG import project, arrived in the Gulf of Martaban, apparently waiting to begin transferring its…
Chevron confirmed it would consider serious offers for its stake in NWS LNG, Australia’s first large-scale LNG development. Already plagued by asset write-downs and a CAPEX cut announcement even before…
The easing of lockdown measures in India promises a return to accelerated demand growth. In mid-May, our data indicated year-on-year demand growth acceleration. Whilst indeed year-on-year  demand grew that month,…
Myanmar has become Southeast Asia’s latest LNG importer as the CNTIC VPower Global docked at the new Thanlyin LNG jetty on Saturday morning. However, the LNG project is being rushed…
Like Malaysia, Indonesia has had to contend with decreasing LNG shipments but more due to falling domestic demand as the economy struggles with COVID-19 than reduced offtakes in Northeast Asia,…
Qatar confirmed it will not reduce LNG loadings from its massive 77mtpa Ras Laffan LNG complex even as global gas prices remain at historic lows – the LNG powerhouse is…
The gradual easing of lockdown measures in India promises a return to accelerated demand growth down the line. Our data already shows year-on-year demand growth acceleration for 1H May. However,…
Japan’s LNG offtakes have waned beyond seasonal patterns following the government’s stringent COVID-19 emergency measures that led to significantly reduced power demand. However, our current market visibility offers a silver…
Freeport LNG inaugurates its third train as US LNG faces challenging times, with overall exports down significantly month-on-month. Further expansion is still in the pipeline though we do not expect…
Free ReadCOVID-19 has weighed on demand among Australia’s most significant LNG buyers though year-on-year growth remains positive. However, a distressed price environment, resulting capex cuts, a running clock on continually ageing…
Jump-start of Chinese economy led to LNG demand rocketing over the past two weeks, aided by SOE coordination and low prices. However, Monday’s economy update by the CNBS foreshadows a…
Free ReadDespite a severe, nationwide lockdown, India’s LNG demand has not disappeared though force majeure notices by Petronet and Gujarat State Petroleum Corp. likely affect the majority of Indian LNG import…
Subsequent to the SK Resolute’s departure from Cameron LNG for China, three more vessels – the Hoegh Giant, the Cool Explorer and the Palu LNG – are now also en…
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