In this issue

 

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…
Sempra has asked the US Department of Energy (DOE) to extend the export deadline for its $2.5 billion Energia Costa Azul LNG terminal on Mexico’s Pacific Coast. Construction delays push…
The US Department of Energy (DoE) has given Golden Pass LNG permission to export 50 billion cubic feet of previously imported LNG from overseas sources for two years starting from…
ADNOC’s finance arm, XRG has closed its acquisition of an 11.7 percent equity stake in Phase 1 (Trains 1-3) of the Rio Grande LNG project in Brownsville, Texas. This investment is…
Sempra has agreed to divest a 45 percent stake in its infrastructure arm to KKR and CPP Investments for $10 billion. By ceding majority control of its LNG export and…
Intercontinental Exchange (ICE) will launch two new trading points at Trinity Gas Storage’s Bethel facility in East Texas on October 1. Direct transactions in and out of the gas storage facility…
Friday, 10 October 2025
• August-September exports amounted to 19.92mmt • Up by 1.40mmt (8pct) from June-July period • Shipments up by 4.29mmt (27pct) over period year-on-year • Comb. US LNG capacity utilisation at 111pct for the…
Friday, 10 October 2025
Period between 1 August 2025 and 30 September 2025, inclusively.
Cheniere Energy, the U.S.’ largest gas developer, has made a positive final investment decision (FID) on the Corpus Christi Midscale Trains 8 & 9 debottlenecking project. Full notice to proceed…

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.