Argentina moves from seasonal to multi-phase LNG exporter
Substantial upstream investment in Vaca Muerte shale is meant to help Argentina evolve from seasonal floating liquefaction to a multi-phase LNG exporter. To that end, state-controlled YPF plans to channel $3.3 billion into Vaca Muerta shale, with recent FIDs on two FLNG units in the Gulf of San Matías and associated infrastructure.
Asian LNG exporters to gain in prolonged Iran conflict; Fitch
Asia-Pacific energy exporters – notably Australia – stand to benefit first if the Iran conflict prolongs disruption to Qatari LNG supply as buyers scramble for replacement cargoes, Fitch Ratings said. Buyers are turning to producers in Australia and Indonesia, which offer immediate alternatives.
Soaring US LNG exports reshape domestic gas prices
US LNG exporters are selling cargoes abroad at prices roughly twice the Henry Hub benchmark, allowing export demand to set a higher clearing price in the domestic power market. Data from the US Energy Information Administration (EIA) shows the average LNG export sale price was $7.87 per thousand cubic feet (Mcf) in 2025 versus $3.66/Mcf for Henry Hub.
Petronet CEO open to buying more US LNG at “reasonable rates”
India’s leading gas importer Petronet LNG is open to purchasing more US LNG “at reasonable rates,” CEO AK Singh said during a press briefing in New Delhi. Favourable terms are essential for Petronet to sign new sales and purchase agreements (SPAs) with US LNG exporters, Singh underlined with reference to fierce price-competition from Qatar and Australian suppliers.
LNG exporters face margin squeeze due to drop in oil prices
Oil-indexed LNG exporters brace for a squeeze in profit margins as ICE Brent crude oil prices fell to $65 per barrel on October 5, down from $70/bbl at last week’s high, after OPEC announced a production increase on Sunday. Rystad Energy reckons ICE Brent will unlikely to hold above $60-65/bbl in 2026 unless OPEC+ adjusts its sanctions on Russia and Iran severely limits exports.
