LNG

In Q2 2025, Venture Global’s Plaquemines LNG plant exported 51 spot cargoes at higher fees, outperforming Calcasieu Pass. The strategy highlights the value of spot market arbitrage and rapid commissioning, but raises contract delivery tensions.

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Novatek's Arctic LNG 2 facility has resumed loading operations with the departure of the sanctioned tanker Iris on 28 June, following months of production constraints. The cargo heads to Murmansk storage facilities, with Chinese signals of increased LNG demand potentially offering future commercial outlets.

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LNG Canada is readying itself to dispatch its inaugural cargo to Asia from Train 1, operating at half capacity during start-up. This milestone demonstrates the project's potential to reshape global LNG routes with Pacific access.

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Global LNG exports decline whilst import demand remains broadly stable

According to our data, global LNG exports declined in May, falling by 1.64mmt to 33.76mmt from April’s 35.4mmt - a decrease of 5 percent month-on-month.