In this issue

 

A New York state judge has rejected UK oil major Shell’s request to throw out an arbitration award that favoured Venture Global in a dispute over the US LNG plant…
Cheniere Energy has filed an application to the Federal Energy Regulatory Commission (FERC), seeking approval to build a new 24 mtpa LNG terminal in Texas. The proposed Train could bring…
US LNG developer, NextDecade Corp expects to begin commissioning activities at the Rio Grande LNG facility this year, and first LNG production from Train 1 is scheduled for the first half…
Feedgas intake at Golden Pass LNG, developed by ExxonMobil and QatarEnergy, has been increased as the Texan mega-project is getting closer to producing its first cargo. Feedgas intake has been increased…
A review of the EU’s Arctic policy running through March 16, 2026, places fresh emphasis on gas from Norway’s Barents Sea which could lower Europe’s reliance on LNG imports. Europe’s…
Uniper’s chief commercia officer Carsten Poppinga has brushed off concerns about Germany’s overreliance on US LNG imports. “We are not dealing with an administration; we are dealing with companies operating…
Venture Global LNG has agreed to sell about 0.5 mtpa of US LNG to commodity trader Trafigura for five years starting in 2026. The contract highlights how traders are locking…
Rampant feedgas demand for US LNG exports is speeding up the completion of intrastate pipelines, with total capacity now reaching approximately 6.3 Bcf/d, according to the US Energy Information Administration's (EIA) updated…
Canada's Whitecap Resources has agreed to deliver 50,000 MMBtu/day — equivalent of five LNG cargoes annually to the British utility Centrica starting from April 2028. The price of the delivered…
• January-February exports amounted to 20.08MMt • Down by 1.56MMt (-7pct) from November-December period • Shipments up by 2.98MMt (17pct) over period year-on-year • Comb. US LNG capacity utilisation at 101pct for the…
Tuesday, 10 March 2026
Period between 1 January 2026 and 28 February 2026, inclusively
Energy Aspects remains bearish against JKM–TTF Q1 26 spreads amid dwindling freight rates. Some recent fixtures for two-stroke LNG vessels in the Atlantic basin fell below $100,000 per day, opening…
US midstream company Energy Transfer is targeting financial close on its 16.5 mtpa Lake Charles LNG project in early 2026, having secured sufficient offtake commitments to underpin project finance.
Not a single US LNG cargo transited the Panama Canal during the first three weeks of November, according to S&P Global Commodities at Sea data, as the arbitrage window prompted…

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.