Shipyard constraints in Asia could thwart LNG expansion
Limited shipbuilding capacity in South Korea and China could slow down a record expansion of global LNG supply. One of the industry’s dependencies – the ability to physically move gas – rests on a supply chain it cannot control and cannot quickly replicate, Ikram Elloumi, director of research at Wood Mackenzie warns.
Chevron: Australia lacks capacity to meet Asia’s LNG needs
Australian LNG exporters are falling short on meeting Asian demand due to a lack of capacity that partially stems from an uncertain investment environment. “The first question from buyers always is, can you do more?...
Share of US LNG shipments to EU soars
Europe is turning to the US as the most flexible source of replacement gas for lost Qatari volumes, with the share of US LNG soaring to nearly 60% of all LNG arrivals into the EU since the Iran war escalated, according to Kpler data.
TTF soars though continued price spiral ‘unlikely’
Despite a 52% surge at Europe’s TTF gas trading hub, price-sensitive Asian buyers will bear the brunt of supply constraints – rather than premium markets like Europe that are willing to bid aggressively for cargoes.
TotalEnergies CEO warns Europe not to overly rely on US LNG
European countries’ reliance on US LNG imports comes with a risk, TotalEnergies’s CEO Patrick Pouyanne warns. Infrastructure constraints could limit how much LNG the US can actually deliver, while new US supply coming to market in late 2026 is largely uncontracted and could be shut-in if spot prices collapse.
