In this issue

 

Swiss commodity trading house Gunvor is in talks to buy US upstream acreage – notably Baytex Energy assets in the Eagle Ford Shale — in a bid to mend relations…
The US Federal Energy Regulatory Commission (FERC) has approved Trans-Foreland Pipeline Co.’s request for more time to convert the dormant Kenai LNG terminal from an export to an import facility, according…
Qatar is progressing to expand its LNG production from 77 to 142 million tonnes per annum (mtpa) in-country. QatarEnergy CEO Saad Al-Kaabi announced the first new mega-train from the North…
Galveston LNG Bunker Port has signed a Heads of Agreement with an international shipping company to supply LNG as marine fuel starting from 2029.
Monday, 05 January 2026
• November-December exports amounted to 23.35mmt • Up by 2.33mmt (11pct) from September-October period • Shipments up by 6.22mmt (36pct) over period year-on-year • Comb. US LNG capacity utilisation at 123pct for the…
Monday, 05 January 2026
Period between 1 November 2025 and 31 December 2025, inclusively. 
Shell CEO Wael Sawan is focussing on LNG to improve the company’s financial performance against its rivals. "We are absolutely committed to this sector," he said, though the timing on financial close on…
Spot gas prices at Canada’s AECO hub in Alberta have turned negative as production overruns collide with technical issues at the country’s first LNG export facility. Train 1 at LNG…
Up to $48 billion invested in LNG carriers could be at risk of becoming stranded assets by 2035 in a 1.5°C climate scenario, as fleet overcapacity collides with falling demand…
The Trump administration has started to implement a landmark trade deal by lowering auto tariffs to 15 percent – now the onus is on the EU to purchase $750 billion…
The value of US-Mexico trade is shifting as Mexico evolves as a conduit for re-exporting American gas to global LNG markets. Though US exports rose 5 percent the trade value…
The US Trump administration has remained silent in the face of Russia delivering the sixth cargo from the sanctioned Arctic LNG 2 project to China. “Higher volumes or shipments to…
The European Union is paying a premium price for LNG as pipeline gas imports fell 9% in the first half of this year. LNG imports cost the EU around 26.9 billion…
Argent LNH is the latest LNG plant developer to have its pre-filing accepted by the US Federal Energy Regulatory Commission (FERC). The pre-filing involved Argent’s planned 25 million tonnes per…

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.