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Thursday, 16 April 2026

Atlantic SEE LNG Trade to ramp up LNG supplies

Greek based, Atlantic SEE LNG Trade, a joint venture between AKTOR (60%) and DEPA Commercial (40%), aims to finalise LNG supply agreements this summer, paving the way for a new…
Thursday, 16 April 2026

Shell becomes India’s largest LNG supplier

UK energy major, Shell is now India’s largest LNG supplier after Qatar was forced to halt supplies, due to the West Asian conflict.
Thursday, 16 April 2026

EU keeps Arctic LNG afloat

The European Union imported 69 cargoes of LNG from Russia’s Yamal Arctic LNG project during the first quarter of this year, generating an estimated €2.88 bill in payments to the…
Thursday, 16 April 2026

Bulgarians to issue LNG tender

Bulgarian state owned energy company, Bulgartransgaz is to issue a tender for LNG supplies.
Thursday, 16 April 2026

Russia offers discounted sanctioned gas to South Asia

Russia is offering South Asian countries LNG from its sanctioned facilities at a 40% discount to spot prices.
Thursday, 16 April 2026

Australian gas exporters to benefit from Middle East conflict

Australian gas exporters will be one of the only domestic industries to benefit from the global fuel crunch caused by the Middle East conflict.
Thursday, 16 April 2026

EU gas system resilient in face of disruptions

At a meeting of the European Commission’s Gas Co-ordination Group, the EC, EU member countries and industry representatives discussed the security of EU gas supply, as the disruptions in the…
Thursday, 16 April 2026

Calcasieu Pass raises $1.75 bill - liquefaction fees fall

The second largest US LNG exporter, Venture Global’s subsidiary, Calcasieu Pass Funding, which indirectly controls the Calcasieu Pass project, has signed a $1.75 bill senior secured, term loan B credit…
Thursday, 02 April 2026

The gas world before the Middle East hostilities

Before the Middle East conflict began, gas demand had weakened across major markets. 
Thursday, 02 April 2026

Global energy transition turned on its head

The Iran war has unleashed the biggest fossil supply shock in decades. 
Thursday, 02 April 2026

LNG market reshaped

While the global gas market was preparing for a substantial increase in future natural gas supply, driven by new liquefaction projects expected to come online, prevailing concerns were largely confined…
Thursday, 02 April 2026

Mediterranean - a critical Atlantic Basin supply hub

The Mediterranean region could become a critical demand centre for Atlantic Basin LNG.
Thursday, 02 April 2026

South Korea to import LNG equity volumes

In a telephone conversation with Oman's Foreign Minister, Badr Albusaidi, South Korea’s Foreign Minister, Cho Hyun, asked Oman to supply LNG and crude oil.
Thursday, 02 April 2026

Cheniere going at full blast - Fusco

The US’ largest LNG exporter, Cheniere is running at full capacity, as its Asian customers asked for more supplies in the wake of the Middle East conflict, confirmed CEO, Jack…
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News Nudges

US arbitrage reverses

As of the final week of September, the arbitrage for US LNG cargoes has effectively reversed, favouring deliveries to Europe over northeast Asia. Shippers have to pay record fees for Panama Canal transits, which is encouraging flexible cargoes from the US Gulf Coast to discharge in northwest Europe instead of Asia, shortening average voyage distances and increasing vessel availability in the Atlantic basin. Reduced tonne-mile demand, in turn, puts downward pressure on spot rates as well as forward freight rates. Fourth-quarter LNG freight rates were last seen about $53,000/day, the second-lowest Q4-level on record. The US Gulf to European Continent freight rate at the Baltic Exchange (BLNG2), defined as a delivery from Sabine Pass to the UK-Continent/Isle of Grain, increased from $24,700/day to $32,400/day. By comparison, the BLNG3 rate for US Gulf Coast deliveries to Japan climbed from $51,900/day to $66,000/day as per market close on September 25.