In this issue

 

Thursday, 09 July 2026

Cape routing held into June, most of it still at sea

The Shafallah loaded at Plaquemines LNG terminal in late June, booked for Świnoujście. It is now in the equatorial Atlantic off Brazil, steering south-east and declared for Incheon in South…
Thursday, 09 July 2026

Petrobangla flags supply risks as Qatar halves LNG deliveries

Bangladesh’s state-run Petrobangla has raised concerns after QatarEnergy warned it may cut contracted LNG deliveries by up to half, deepening supply uncertainty for the South Asian importer amid ongoing disruptions…
Thursday, 09 July 2026

LNG feedgas ramp to US Gulf cools Henry Hub summer prices

Henry Hub cash and bal-summer price are set to soften as additional Texas-to-Louisiana pipeline capacity boosts LNG feedgas flows towards the US Gulf Coast, easing oversupply in Texas.
Thursday, 09 July 2026

LNGC orders rebound as shipowners vie for 2029 yard-slots

LNG carrier ordering activity in the first half of 2026 has rebounded from last year’s slowdown, with MS Cardiff Gas, Hayfin and BW LNG are again seen circling Korean shipyards…
Thursday, 09 July 2026

Mozambique LNG shareholders delays delivery of 17 new carriers

Delivery of 17 LNG carrier new-buildings tied to the TotalEnergies-led 12.8 mtpa Mozambique LNG project has been delayed, with shareholders asking shipyards Hyundai Heavy Industries and Samsung Heavy Industries to…
Thursday, 09 July 2026

Shell sees LNG-fuelled shipping fleet nearly doubling by 2035

The global fleet of LNG-fuelled could almost double from its current base of 850 ships if scheduled deliveries and orders proceed as expected, Shell told investors, projecting LNG bunkering demand…
Thursday, 25 June 2026

Qatar aims to resume normal LNG exports “within weeks”

Qatar expects to restore normal liquefied natural gas production “within a few weeks,” Prime Minister Sheikh Mohammed bin Abdulrahman al-Thani told the Financial Times, provided the US and Iran establish…
Thursday, 25 June 2026

Barzan blast reframes Ras Laffan’s restart risk

No LNG carriers are at the Ras Laffan berths and no loadings under way, our vessel tracking data shows, and Sunday night's explosion and fire at the Barzan plant points…
Thursday, 25 June 2026

India’s ONGC pivots to gas

India’s state-run Oil and Natural Gas Corp (ONGC) is repositioning itself as a “gas-and-oil” company as natural gas overtakes crude in its production mix, Chairman Arun Kumar Singh said, underscoring…
Thursday, 25 June 2026

All Russian LNG trade banned for EU operators from 2027

Trading and reselling Russian LNG will be forbidden for EU-based companies starting from 2027 — regardless if the Russian LNG is destined for the European Union or not, EU Energy…
Thursday, 25 June 2026

Exxon to supply LNG to South Africa’s first regas terminal

Exxon Mobil has signed a preliminary LNG supply agreement with Zululand Energy Terminal (ZET), South Africa’s planned first LNG import facility, as the US energy major seeks to grow its…
Thursday, 25 June 2026

Developing countries won’t solely rely on US LNG, Cheniere says

Cheniere Energy does not expect developing countries put all eggs in one basket by relying solely on US LNG for their energy security, Chief Finance Officer, Zach Davis said at…
Thursday, 25 June 2026

Solar, wind batteries squeeze Asia’s LNG demand outlook

Rising renewable capacity and cheaper batteries are weakening the investment case for LNG import terminals and gas-fired generation, with Ember signalling out China as the clearest example of that shift.
Thursday, 25 June 2026

JERA takes first LNG from Barossa

Japan’s JERA has received its first LNG cargo from Australia’s Barossa project, marking the start of contracted deliveries. Barossa has a nameplate capacity of about 3.4 mtpa, and JERA is…
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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.