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
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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 LNG Canada Nearing
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Exports Trump invokes emergency powers to bolster U.S. natural gas, LNG capacity - KTUU Trump Invokes Wartime Powers to Fund New Energy Projects - Bloomberg Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Natural Gas Transmission, Processing, Storage, and Liquefied Natural Gas Capacity
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
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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
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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
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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
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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
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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