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
Federal government threatens to use powers to limit gas exports unless producers preserve enough for local use — ABC Australia
GLOBAL SUPPLY ORIGINATION Golden Pass LNG inaugural cargo tanker arrived. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas, developed by QatarEnergy and ExxonMobil, to collect its inaugural export cargo. Average gas flows to the nine largest U.S. LNG export plants reached 18.9
Hormuz, Ras Laffan & the Cascade Into Europe and South Asia Hormuz transit disruption and Ras Laffan missile damage are transmitting supply stress directly into Italian and Pakistani import markets with no near-term fix in sight. Italy loses a third of its LNG supply as QatarEnergy declares force majeure QatarEnergy
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