In this issue
Wednesday, 26 November 2025
Vessel tracking data indicates Myanmar may have resumed LNG imports after four years, with the Dapeng Princess delivering a cargo from Malaysia to the repositioned CNTIC VPower EnergyFSU. The Chinese-backed…
Wednesday, 19 November 2025
US LNG developers signal confidence in long-term demand with major capacity announcements. Venture Global seeks to more than double Plaquemines to 58MMtpa, potentially exceeding 100MMtpa total capacity. Golden Pass targets…
Wednesday, 12 November 2025
Ukraine and Romania secured long-term US LNG supply agreements through 2050 via Greek infrastructure and Poland's ORLEN, announced at the Athens P-TEC summit on 11 November 2025. Venture Global will…
Wednesday, 05 November 2025
After years of construction delays and contractor challenges, QatarEnergy and ExxonMobil's Golden Pass LNG facility in Texas nears production start-up by year-end 2025. The 18MMtpa project represents a strategic Atlantic…
Wednesday, 29 October 2025
The European Union adopted a measure last week to phase out imports of Russian LNG: short‑term contracts within six months and long‑term contracts by 1 January 2027. Our cargo-level data…
Wednesday, 22 October 2025
Venture Global moved to introduce natural gas into the final section of its Plaquemines LNG plant on 20 October, a procedural step that could bring the facility to its full…
Wednesday, 15 October 2025
A partial final award favouring BP Gas Marketing represents the most significant legal setback yet for Venture Global's defence of its Calcasieu Pass commercial operations strategy. With damages exceeding USUS$1.0bn…
Tuesday, 07 October 2025
Italy's Eni approved a second floating LNG platform offshore Mozambique, expanding export potential in a challenging region. The move reshapes East African LNG development paths, affects project risk premia, and…
Wednesday, 01 October 2025
Woodside Energy signed a landmark Heads of Agreement with Turkey's BOTAS for around 5.8bcm beginning 2030. The nine-year arrangement marks Turkey's return to long-term contracting after years pursuing spot flexibility,…
Wednesday, 24 September 2025
The European Commission's proposal last week to ban Russian LNG imports from 1 January 2027 has already triggered immediate market reactions, with traders betting on European gas price jumps and…
Wednesday, 17 September 2025
ConocoPhillips this week agreed a 20‑year purchase of 1.0 Mtpa from NextDecade's Rio Grande Train‑5, reinforcing long‑term US‑sourced LNG contracting as fresh trains near commission. The deal supports project ramp‑up…
Wednesday, 10 September 2025
The Syama Prasad Mookerjee Port at Haldia awarded a 30‑year licence for a floating LNG terminal, initially 1.5mtpa and expandable to 3.0mtpa. The project strengthens eastern India’s supply security, links…
Tuesday, 02 September 2025
China has received its first cargo from Russia’s Arctic LNG 2 plant, arriving at the Beihai terminal ahead of President Putin’s visit. The novel delivery could be understood to signal…
Wednesday, 27 August 2025
ADNOC’s non-binding offer for Santos moved into a longer exclusivity period last week, extending the duediligence deadline to 19 September. Santos controls sizeable Australian and Papua New Guinea gas assets…
