LNG

Japan's top power generator, JERA has claimed to have secured adequate LNG inventories through October, and saw no risk to stable power supply even if a late summer heatwave boosts demand.

South Korean private equity firm Hahn & Company is pressing ahead with restructuring of its two shipping companies, SK Shipping and H-Line Shipping. The aim is to create a standalone gas-carrier specialist under the name ‘K-LNG’.

Nuclear reactor restarts and increased coal-fired generation through the spring displaced LNG in the South Korean power mix as Qatari supply fell away, allowing utilities to defer procurement rather than chase spot cargoes priced above $20 per MMBtu. As a result, LNG’s share in Korean power generation fell to 22–24 percent in the first half of 2026, down from roughly 26–28 percent in pre-year period.

Soaring LNG prices have propelled up Pakistan power generation cost by nearly 40 percent year-on-year, analysis by local brokerage Arif Habib Ltd shows. The latest cargo, delivered in late July, was purchased from TotalEnergies $21.88/MMBtu – the highest price Pakistan LNG ever paid for a spot cargo.

Bangladesh is turning to the US for a long-term LNG supply deal, as it seeks to shore up energy supplies amid disruptions in global gas markets caused by the US/Israeli conflict with Iran.

US LNG exports averaged 17.4 bill cu ft per day in the first six months of this year, 23% more than the same period in 2025, according to the Energy Information Administration’s (EIA) Natural Gas Monthly.

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Europe looks to be entering the winter season with gas storage at the lowest level for 13 years, according to the UK’s Guardian news outlet in a report.

Qatar’s state-owned QatarEnergy has extended its force majeure on LNG deliveries, as the LNG shipments at the Strait of Hormuz remained blocked, despite increased oil cargo transits.

China's LNG import portfolio is seeing a growing share of Russian LNG, despite weaker-than-expected gas demand growth in the world's largest LNG importer.