LNG

The Alaska LNG project has emerged as South Korea’s likely first U.S. investment under a $200 billion trade deal, with Seoul signalling a possible announcement in late August or early September.

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.

Trading and reselling Russian LNG will be forbidden for EU-based companies starting from 2027 – regardless if the Russian LNG is destined for the European Union or not, EU Energy Commissioner Dan Jorgensen specified.

Canada’s Prime Minister Mike Carney is pushing to advance a free trade agreement with India that would open a strategic outlet for LNG, agri-food and technology exports. The move reflects Canada’s effort to fast-track Pacific‑facing LNG infrastructure and lock in long-term offtake.

Taiwan’s state-run CPC Corporation plans to increase US LNG imports to 30-33% of its total supply in 2026, more than triple the 10% recorded last year. The move is part of a bilateral trade agreement, requiring Taipei to reduce the island nation’s $111 billion trade surplus with the United States.

Intercontinental Exchange (IEC) is preparing to extend trading hours for European gas and power futures to match the 22-hour cycles of US and Asian markets. The move enables seamless LNG cross-basin trade and hedging between TTF, Henry Hub, and JKM benchmarks in aligned hours and US$ pricing.

Donald Trump’s declaration of a ‘new golden age’ in US–Japan relations is shaping a new phase in LNG trade and resource security. Tokyo Gas is in advanced discussions with American LNG suppliers, while JERA locked in several 20-year offtake deals in a bid to ensure prices stability.

The value of US-Mexico trade is shifting as Mexico evolves as a conduit for re-exporting American gas to global LNG markets. Though US exports rose 5% the trade value fell more than 30% to $4.2 billion during the first half of 2025, largely due to lower fuel prices.

The Trump administration has started to implement a landmark trade deal by lowering auto tariffs to 15% – now the onus is on the EU to purchase $750 billion in US LNG, oil, and nuclear energy products by 2028. Additional long-term deliveries of US LNG will help the EU bring forward its ban on Russian LNG imports to January 2027.

Europe’s future US LNG imports are poised to soar on the EU’s promise to import $750 billion in American energy products over the next three years. This promise was made by European Commission President Ursula von der Leyen to U.S. President Donald Trump in a bid to avert punitive tariffs from August 1.