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
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