February 2026

LEAD STORY

Friday, 13 February 2026 08:30

Vaca Muerta’s moment

Written by AJ Kotze

Two Argentine LNG developments totalling 18mtpa are finally advancing toward reality, but tight supply-demand arithmetic and climate-driven demand swings leave little margin for error, writes our Market Editor Dr Alexander Wilk. 

Friday, 13 February 2026 08:23

EU remains the ‘logistic lung’ for Russian LNG

Written by AJ Kotze

Six ports in the EU – Zeebrugge, Dunkirk and Montoir-de-Bretange, Bilbao, Mugardos and Rotterdam – continue to serve as the logistics lung for Russia’s Yamal LNG cargoes landing in Europe. Unphased by Brussels’ full ban on Russian LNG from 2027, European buyers spent more than €7.2 billion on cargoes from Yamal last year.  A ban on re-exports had little effect, it merely shifted trade patterns; our Markets Editor Anja Karl has more. 

Also in this issue

January exports eased to 38.75mmt as weaker Pacific and Atlantic Basin volumes more than offset an 11 percent jump in Middle Eastern output. On the demand side, European buying drove a 14 percent increase in Atlantic Basin imports, our Markets Editor Dr Alexander Wilk writes. 

January exports eased to 38.75mmt as weaker Pacific and Atlantic Basin volumes more than offset an 11 percent jump in Middle Eastern output. On the demand side, European buying drove a 14 percent increase in Atlantic Basin imports, our Markets Editor Dr Alexander Wilk writes. 

Thursday, 12 February 2026 08:28

LNGC’s regulatory status when using boil-off gas (BoG)

Written by AJ Kotze

For operators of LNGCs that utilise their own cargo as fuel, the regulatory framework for emissions reporting and trading lacks clarity. 

As LNG continues its global ascent as the most commercially mature transitional marine fuel, the conversation is shifting from whether LNG has a role to play in shipping’s energy transition, to how reliably and efficiently it can be supplied at scale*. 

Dutch University of Twente Physicist, Professor Dr Devaraj van der Meer explains. 

With global production of alternative fuels forecast to increase sharply in 2026, the landscape for LNG bunkering is set to see significant development over the next 12 months. Fuelling Editor Malcolm Ramsay has more.