Imports Europe’s LNG Imports Set for First Monthly Drop in Over a Year - Bloomberg EU Starts Roll-Out of Russian LNG Import Ban at a Difficult Time - Bloomberg EU tightens the screws on Russian LNG byproducts with new ban - Reuters Pakistan Buys LNG Supply From Spot Market
Exports Golden Pass says first LNG export cargo has departed from Sabine Pass terminal - Reuters Russia's LNG Exports Sink Except at Far East Sakhalin-2 - Energy Intelligence (Subscription) US natgas futures at two-week high on cooler weather view, near-record LNG flows - Reuters First Golden Pass Cargo
LNG BUYERS (UTILITIES / NOCs) SECURITY OF SUPPLY RISK Pakistan has 5,500 MW of LNG-fired generation idle and has received no cargoes loaded after February 28. Read This: Arab News PROCUREMENT TIMING PRESSURE Bangladesh's RPGCL launched a fresh three-cargo spot tender amid ongoing Middle East supply disruptions. Read
GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April
Exports Golden Pass Ships First LNG Cargo From Texas Export Terminal - OilPrice.com Senate committee revises governor’s property tax bill for Alaska LNG project, proposing significantly more state revenue - Anchorage Daily News Energy secretary says Alaska LNG is his No. 1 infrastructure priority - Alaska Public Media
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import
Structural & Forward-Looking Demand Shifts & Procurement The Iran conflict is cutting the long-term role of LNG in Asia — IEEFA How China Became Asia's Energy Middleman — The National Interest Demand for Colombia LNG Shipments Set to Surge Ahead of El Niño — Bloomberg
LNG Headline Newsletter
Structural & Forward-Looking Project Development & Execution Mexico Pacific Remains on the Hunt for Saguaro LNG Financing — Energy Intelligence Mexico LNG project in Manzanillo faces one-year FID delay — bn Americas Saeul-3 nuclear plant in South Korea achieves first criticality — NUCNET
Structural & Forward-Looking Policy & Regulatory EU Seeks Energy Tax Cuts as War Adds $26 Billion to Fuel Imports — Bloomberg Energy, chemical sectors urge EU to ease imminent emission rules — Bloomberg EU should reconsider its plans to ban imports of Russian gas, Eni CEO says — Reuters (also reported by OilPrice.
Crisis & Market-Moving Hormuz at near standstill as Iran warns ships to keep to its waters — Reuters India Oil Minister Heads to Qatar With Eye on Swift LNG Supply — Bloomberg Gas prices in Europe remain firm with LNG supply stuck in Persian Gulf — Reuters Russia Offers Sanctioned LNG to Energy-Hungry
Crisis & Market-Moving Exxon Sees First-Quarter Production Loss of 6% on Iran War — Bloomberg European gas prices plunge on hopes for restored LNG flows following US-Iran ceasefire — Reuters Qatar Begins Work to Resume LNG Production After Ceasefire — Bloomberg (also reported by Reuters) Hormuz shipping recovery to take at least six
Structural & Forward-Looking Project Development & Execution $12.5 billion US LNG project nearing FID with full commercialization in hand — Offshore Energy (also reported by LNG Prime, Press Release) Technip Energies awarded a substantial authorization to advance Commonwealth LNG project ahead of Final Investment Decision — Press Release Santos facing another
Crisis & Market-Moving Qatari tankers abort Hormuz crossing in blow to first LNG shipment since war — The National Ships With Qatar LNG Attempt First Hormuz Exit Since War — Bloomberg (also reported by Reuters) Israel hits Iranian petrochemical plant in massive gas field as mediators float ceasefire proposal — AP
Structural & Forward-Looking Project Development & Execution Golden Pass LNG gears up for first export as gas flows hit records — Reuters Israel to restart Leviathan gas field following war shutdown — Reuters Contracts & Offtake Jera's US Purchase Deal With Commonwealth LNG Terminated — Bloomberg (also reported by OilPrice.com)
Crisis & Market-Moving No LNG Ships Passed Through Hormuz in March, Trackers Say — The Wall Street Journal Secret Codes and Yuan Fees Get Ships Through Iran's Hormuz Tollbooth — Bloomberg Iran and Oman drafting protocol to 'monitor' Hormuz Strait traffic: IRNA — CNBC First LNG Ship to Attempt
Crisis & Market-Moving Iran war is both a boost and a threat to Australia's LNG — Reuters Trump says Iran's president asked for ceasefire, but U.S. wants Hormuz Strait open first — CNBC US LNG exports break record high as Middle East war disrupts global supply — gCaptain