Sanctions Bite: Russia Concedes Multi-Year Delay to LNG Ambitions
Deputy Prime Minister Alexander Novak has admitted that Western sanctions will push back Russia's target of reaching 100mmt of annual LNG output by "several years." The concession marks an official acknowledgment that coordinated restrictions on technology, financing, and shipping have meaningfully disrupted Moscow's energy expansion strategy.
Market Tracker Supplement - 24 Dec 2025
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Market Tracker - 24 Dec 2025
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Energy Transfer Shelves Lake Charles LNG as Oversupply Concerns Grow
Energy Transfer has suspended development of its fully permitted Lake Charles LNG export project in Louisiana. Despite securing major offtake agreements with Chevron and others, the pipeline giant will redirect capital to higher-return pipeline infrastructure. The decision signals growing industry caution over looming LNG supply glut risks in the late 2020s.
Monthly Data Supplement - December 2025
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December 2025 Monthly Data
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Monthly Data - Dec 2025
November LNG flows edge higher as Pacific Basin leads growth whilst Middle Eastern exports ease from near-full capacity
Global LNG exports reached 39.23mmt in November, up 0.83mmt (2 percent) from October’s 38.40mmt.
Market Tracker Supplement - 17 Dec 2025
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Market Tracker - 17 Dec 2025
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Golden Pass LNG Finally Receives Cooldown Cargo After Delays
The QatarEnergy-controlled vessel Imsaikah has delivered a cooldown cargo to Golden Pass LNG in Sabine Pass, Texas, marking the final commissioning milestone before first production. Originally slated for 2024, the $10 billion facility now targets early 2026 exports following contractor bankruptcy and cost overruns that delayed the project by nearly two years.
