Second Russia-built ice-class LNGC takes Northern Sea Route
A second Russian-build ice-class LNG carrier, the Konstantin Posiet, is heading to Asia via the Northern Sea Route, underscoring Moscow’s push to sustain Arctic LNG exports despite Western sanctions.
Third Qatari LNG tanker crosses Hormuz en route to China
A third Qatari LNG tanker has transited the Strait of Hormuz bound for China after Qatari mediators arrived in Tehran to help broker a deal to end the US-Iran conflict. The vessel, Al Sahla, is scheduled to arrive at China’s Tianjin LNG terminal on June 14, according to LSEG shipping data.
Feedgas for US LNG plunges despite Golden Pass return
Volumes of natural gas feeding the nine major US LNG export terminals are sliding towards a 16-week low, even as ExxonMobil/QatarEnergies’ Golden Pass terminal returns from maintenance, according to LSEG data.
Exports from LNG Canada set fresh record in April
Shipments from Canada’s LNG Canada plant surpassed 1 million metric tons in April, marking a new monthly record, according to LSEG data, as the $40‑billion facility is ramping toward its full design capacity. All cargoes set sail to Asia, mainly South Korea.
LNG Canada boosts March exports to Asia, LSEG data shows
Shell-led LNG Canada has substantially ramped up production and exports to Asia. In the first 11 days of March, the plant loaded five cargoes with a sixth cargo getting ready to set sail today.
Freeport LNG boosts feedgas intake after shutdown; LSEG data
Feedgas intake at Freeport LNG is ramping up following a brief shutdown last week. A compressor system malfunction had reduced feedgas to 1.5 billion cubic feet per day (bcfd), well below the terminal’s full capacity of around 2 bcfd across all trains.
Henry Hub spot prices soar 56% yoy as LNG buildout progresses
Spot gas prices at the Henry Hub jumped 56 percent over the course of 2025, averaging $3.52 per million British thermal units (MMBtu), based on data from London Stock Exchange data. Feedgas demand for LNG exports increased by an estimated 3 billion cubic feet per day (Bcf/d) in 2025 as more liquefaction capacity comes online.
Cheniere sees feedgas demand of US LNG plants rise to 40 Bcfd
Feedgas demand at US LNG export plants is expected to rise to 40 Bcfd in the coming years, up from 18 bcfd currently, Cheniere’s chief commercial officer Anatol Feygin said.
Favourable arbitrage makes more US LNG head to Europe
US LNG exports are forecast to rise to 2.43 million metric tons per week heading into late 2025 and early 2026, driven by demand recovery and below-average gas storage in Europe. American shippers exported a record 9.4 million metric tons of LNG in September, with two-thirds of the cargoes sold to Europe as the arbitrage window stays open.
