LNG

Energy Aspects has pushed back its Qatari LNG ramp-up forecast by a further two weeks, now expecting a partial recovery from mid-August. Q3-26 loadings are seen at 5.4 million tons, down from 6.1 Mt previously, as markets price in elevated risk from prolonged Hormuz disruptions, though TTF is still unlikely to exceed €70/MWh over the balance of summer.

Kuwait has taken 28 LNG cargoes so far this year, 2.17 million tons on an arrival-date basis to 23 July, and every one of them loaded at Ras Laffan. The last cargo from anywhere else was the LNG Borno out of Bonny Island, which discharged at Al Zour on 31 October 2025. Nothing has berthed at the terminal since 15 July.

The last LNG carrier, still holding the cargo it was carrying when March's closure of the Strait of Hormuz trapped it in the Persian Gulf, is preparing to leave the region, our data shows. The Patris, carrying a 0.07MMt cargo, had listed Himeji, Japan, as its destination in March – but now shows none, with the scheduled delivery likely cancelled or rescheduled.

Australia's Offshore Alliance ​is seeking to extend industrial action through July 6, threatening to halt all loadings at the Inpex-operated Ichthys LNG terminal. The strikes were initially expected to end on June 23.

Anew Climate and Seaspan Energy have completed their first ship-to-ship bio-LNG loading at the Port of Long Beach, California. The renewable natural gas used, sourced from Morrow Energy, has a certified carbon intensity of just 7.74 g CO₂e/MJ under the ISCC framework. The successful operation is a step towards scaling bio-LNG supply.

Shell-led LNG Canada is about to start loading its first cargo at Train 2. Shippers were alerted to have tankers ready starting from early October, people familiar with the matter told Bloomberg, with loading likely to begin before the end of this week.