Woodside hits first gas from Scarborough, targets first LNG in Q4
Woodside Energy has achieved first gas from its Scarborough reservoir offshore Western Australia, feeding the Pluto LNG terminal, with the first cargo from Train 2 targeted for export in the fourth quarter of 2026.
Pakistan pays for supplier concentration
Pakistan LNG Ltd reportedly accepted a lone bid from TotalEnergies on 20 July, at $21.88 per MMBtu for a cargo nominally delivering on 27 to 28 July. It was the seventh spot purchase since QatarEnergy declared force majeure on 4 March, and the fifth procured for a July delivery window. The four before it cleared successively higher, at $16.74, $17.37, $18.23 and $20.70, the last of which was already the most expensive spot cargo Pakistan had bought since 2022. Not all of the purchased cargoes had berthed at the time of writing, according to our data.
QatarEnergies extends force majeure on Edison LNG cargoes
QatarEnergies has notified Edison that it is unable to deliver three LNG cargoes, extending force majeure until the end of September, the Italian utility stated. A total of 24 cargoes, representing a combined 3 bcm of natural gas, are now subject to force majeure over the April-September delivery window, with Edison saying it has already replaced most of the lost volumes.
JKM price for September delivery could top $22/MMBtu
The Japan Korea Marker (JKM) for LNG delivery into northeast Asia for September could exceed $22/MMBtu at the start of this week as shipping disruptions widens and competition for Atlantic Basin cargoes intensifies between Europe and Asia.
Pakistan LNG pays dearly for late July cargo
State-owned Pakistan LNG has purchased a cargo for late July delivery at nearly $21.88 per million British thermal units on Monday, its highest price since 2022, Bloomberg reported. In August, Pakistan seeks to buy more cargoes.
Arctic LNG 2 passes its 2025 total in H1-2026, the long way round
Sanctioned Arctic LNG 2 has already despatched more LNG to China this year than in the whole of 2025. LNG Journal's own research shows 24 cargoes totalling 1.49 MMt sailed for China by 16 July on a sailed-date basis, against 17 cargoes and 1.05 MMt across all of last year, a total passed as early as 19 May.
Persian Gulf LNG exports slump after attack on Qatari cargo
Laden LNG transits through the Strait of Hormuz have dropped sharply, down from roughly 0.8 cargoes per day in late June to just 0.2 cargoes per day by July 15, as shipowners grow increasingly cautious after the attack on QatarEnergy LNG carrier Al Rekayyat. Only one LNG cargo is known to have transited the Strait of Hormuz in the past week, according to S&P Global Energy’s vessel-tracking data, while a growing number of LNG stored aboard tankers waiting inside the Persian Gulf for safer passage.
First US LNG cargo discharges in southern China
China has received its first US LNG cargo in nearly 1.5 years, with the Al Fat’h carrier – loaded at Plaquemines in early June – berthing and discharging at Yangpu LNG terminal in Hainan, southern China. Al Fat'h's charterer is reportedly QatarEnergy LNG, which has a 3 mtpa supply obligation with PetroChina.
First cargo from Mexcio’s ECA LNG en route to Asia
TotalEnergies has shipped the first LNG cargo from ECA LNG Phase 1 in Mexico to Asia, marking a commissioning milestone for the 3.25 mtpa Pacific-facing terminal, feed with U.S. natural gas delivered by pipeline from Permian Basin.
Bangladesh pushes to secure 80% of Qatari contract volumes
Petrobangla is scrambling for spot LNG after QatarEnergy extended its force majeure until July 16, although the Bangladeshi state company keeps negotiating to receive at least 80% of its contracted LNG cargoes from Qatar.
