Demand Shifts & Procurement
German Solar Boom Saves Nine LNG Cargoes to Ease Iran War Shock — Bloomberg
Project Development & Execution
South Korea's Saeul-3 Nuclear Plant Achieves First Criticality — NUCNET
Mexico LNG project in Manzanillo faces one-year FID delay — bn Americas
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