LNG

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Morocco will soon launch a tender for an LNG terminal near Nador, connecting to existing pipelines. This supports their strategy to reduce coal dependence and increase renewables to 52pct by 2030. The country's gas demand is expected to grow from 1bcm to 8bcm by 2027.

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Global LNG trade shows robust growth across all Basins

According to our data, global LNG trade in March 2025 rose substantially to 40.32mmt, increasing by 6.44mmt (19 percent) from 33.88mmt in February. This also represents a year-on-year gain of 4.04mmt (11 percent) compared to March 2024.

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GAIL India has issued a tender to acquire up to 26pct stake in a US LNG project with a 15-year offtake agreement, reviving efforts stalled under the Biden administration. This strategic move aims to ostensibly address India's US$46 billion US trade surplus but more importantly would support its goal of ramping-up natural gas usage by 2030.

The potential impact on LNG imports by an EU push for corporate sustainability raised concerns from QatarEnergy, highlighting tensions between EU climate goals and energy security needs. However, a new ‘Omnibus’ initiative attempts to soften sustainability rules to mitigate energy market disruption, writes our Market Editor Dr Alexander Wilk.

China has suspended LNG imports from the United States for 40 days in a tit-for-tat trade war, forcing traders to reroute shipments. No US LNG cargo is currently heading to China, Kpler data shows  while China Resources was quick to act and secured alternative supply from Australia instead; our Market Editor Anja Karl has more.