In this issue

 

Shipments of US LNG to Asia have surged, exceeding 4 million tons per month in late April, May and early June, as buyers scramble for non-Middle East supplies. Shell forecasts global…
Contract flexibility, strong near-term demand and reliable project execution are bolstering credit profiles of US and Canadian LNG producers through 2027, Fitch Ratings said. Longer-term credit upside could fade, however, as competition…
The decade of structurally cheap gas from the United States is drawing to a close, with Henry Hub prices forecast to rise towards $5 per MMBtu by 2035 from below…
Golden Pass LNG, the QatarEnergy and ExxonMobil joint venture, has received U.S. regulatory approval to begin preliminary commissioning activities on Train 2 — just two days after the company filed…
Henry Hub cash and bal-summer price are set to soften as additional Texas-to-Louisiana pipeline capacity boosts LNG feedgas flows towards the US Gulf Coast, easing oversupply in Texas.
LNG Canada passed a year of exports with feedgas near Phase 1 capacity. Across 106 loadings since the first sailing from LNG Canada since last June, South Korea took the…
Designating the Western Canadian Sedimentary Basin and the Montney formation as “strategic national assets” would help reduce feedgas risk and uncertainty facing Canada’s LNG sector today, Ottawa-based Public Policy Forum…
Italy’s energy major Eni has agreed to acquire a 32 percent interest in three upstream blocks in the Vaca Muerta basin, designated as feedstock for an Argentine LNG export project.…
Feedgas flows from the United States to Mexico are on pace for a record June as Energía Costa Azul LNG project prepares for export start-up. Sempra began producing LNG at…
Friday, 10 July 2026
• May-June exports amounted to 19.66MMtDown by 1.62MMt (-8pct) from March-April period • Shipments up by 2.91MMt (16pct) over period year-on-year • Comb. US LNG capacity utilisation at 91pct for…
Friday, 10 July 2026
Period between 1 May 2026 and 30 June 2026, inclusively.
The first LNG cargo from Golden Pass terminal in Texas is on its way to Belgium, awaited in Zeebrugge on May 8. The Q‑Max carrier Al Qa’aiyyah is loaded with LNG attributed…
Australia’s Woodside Energy is struggling to market volumes from its planned Louisiana LNG export project, as its higher liquefaction fees put it at a disadvantage to US rivals.
Cheniere’s move to combine the CEO and chairman roles under Jack Fusco, effective May 14, could accelerate decision-making – though investors remain wary about the concentration of power at the…

News Nudges

Canada to export Alberta oil via BC

Canada has moved closer to unlocking a new Pacific Coast crude outlet from Alberta while fast-tracking British Columbia LNG projects with the aim of tripping LNG production and export beyond 2030. Prime Minister Mark Carney said a proposed pipeline capable of carrying about 1 million barrels per day could begin construction in September 2027, as Ottawa and Alberta lined up support for the project. The route would run through southern British Columbia to the Pacific coast, giving Canadian crude a shorter path to Asian buyers and reducing reliance on the United States, officials said. The new pipeline, with 1 million barrels per day throughput, could turn Canada into a global oil exporter — in addition to LNG. British Columbia already has several LNG projects at different stages, including LNG Canada in Kitimat, Woodfibre LNG near Squamish and expansions tied to Tilbury LNG and related pipeline infrastructure. Together, the Alberta-to-BC pipeline plan and LNG acceleration signal a broader federal strategy to scale up Canada’s energy exports without depending solely on U.S. demand. Canada used to sell almost its entire surplus oil and gas production to its large southern neighbour.