LNG

Global LNG fleet growth is lagging behind upcoming export capacity, although IMO data indicates that 2026 deliveries will mark a record year. Yet the 234 newbuild LNG carriers scheduled for 2026–2030 could fall short of transporting the 229 mtpa of new liquefaction capacity due online by 2030, particularly if vessel retirements accelerate. 

Effective October 14, fees for operators of LNG tankers built outside the US have fallen to $46 per ton, down from $150/ton proposed earlier. "This keeps US LNG competitive globally and gives domestic shipbuilders the time to rebuild long-term capacity,” commented Rob Jennings, vice president of natural gas markets at the American Petroleum Institute (API).