LNG

FortisBC can move ahead with its C$3.1 billion Tilbury Phase 2 expansion in Delta, British Columbia, after securing federal and provincial environmental approvals, clearing the way for a construction start in 2027.

QatarEnergy expects the first 8 mtpa liquefaction train at its North Field East (NFE) expansion to start up in the first half of 2027, but the timing of subsequent trains will hinge on a sustained reopening of the Strait of Hormuz, CEO Saad Sherida Al‑Kaabi said.

Three contractors – Larsen & Toubro (L&T), Toyo Engineering, and Technip Energies – are shortlisted by Konkan LNG, part of GAIL Group, to bid on an expansion of India’s Dabhol regasification terminal.

Sempra Infrastructure has opened the FERC pre‑filing process for Port Arthur LNG North, a four‑train, 27 mtpa expansion of its Texas export terminal that could start shipping LNG in late 2034, if approved by the US energy regulator and financing is secured.

China’s Hudong-Zhonghua Shipbuilding Group is expanding its production facilities at Changxing Island in Shanghai to address its growing backlog of LNG carriers and other large vessels. The shipyard’s LNGC orderbook increased to nearly 60 ships by mid-2026, up from 57 at the start of the year.

China’s push to build out its coal-to-gas (CTG) industry will curb reliance on imported LNG. Targeted to reach 28 Bcm/year of synthetic gas production by 2030, Beijing’s CTG program equates to roughly 20 mtpa of pipeline‑quality gas that can substitute for imported LNG.

Production from ADNOC’s Umm Shaif Gas Cap is expected by 2030, unlocking more than 600 mmcf/d of gas and liquids that will bolster feedstock as ADNOC aims for 47 mtpa of marketable LNG capacity by 2035.

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.

Poland’s state-controlled TSO Gaz-System is considering adding a second floating storage and regasification unit (FSRU) to its planned LNG import terminal in Gdansk. The project is slated to start with 6.1 bcm per year of regas capacity and could be expanded by another 4.5 bcm to 10.6 bcm per year when it comes online, currently targeted for 2028.

Cheniere Energy has signed a contract with Bechtel, valued at $4.69 billion, for engineering, ​procurement and construction of the first phase of its Sabine Pass ‌LNG expansion, a project centred on Train 7 with more than 6 mtpa liquefaction capacity.