Japanese firms to get more control in LNG JVs with state-backed group - Reuters

Russia Deploys All Eight Nuclear Icebreakers for First Time to Keep Arctic Export Routes Open - gCaptain

Belgium's Somtrans christens new LNG bunkering barge - Baird Maritime

Alaska Governor Dunleavy to propose lower property tax to support LNG megaproject - Anchorage Daily News

LNG Supply Expands Faster Than China’s Demand Growth - OilPrice.com

Ovintiv Enters Into Agreement for Cedar LNG Capacity - Press Release

US gas demand has been going vertical in recent days - @ira_joseph via X

Japan has been importing LNG below contract levels for years, but the gap is narrowing - @ira_joseph via X

Oil prices slide as sentiment turns very bearish - @JKempEnergy via X

DET announces new marketing of remaining reserve capacities starting 22 December 2025 - Press Release

Global coal exports post rare decline in 2025 on China cuts - Reuters

Europe to Bolster Carbon Border Levy Criticized by US and China - Bloomberg

TotalEnergies sells stake in Malaysian offshore block to Thailand's PTTEP - Baird Maritime

Malaysia: TotalEnergies and PTTEP Strengthen Their Partnership - Press Release

Ovintiv inks deal for liquefaction capacity at Canada’s Cedar LNG facility - Reuters

Pembina Announces 2026 Guidance, Agreement for Cedar Capacity, and Business Update - Press Release

Amigo LNG expects FID in Q1 2026 - LNG Prime (Subscription)

MISC puts trio of laid-up LNG carriers on sales block - TradeWinds (Subscription)

China accelerates crude stockpiling amid weaker oil price trend - Reuters

PROJECT MILESTONES REPORT

Period: Dec 9-16, 2025 | Articles: 18

🟢 COMMISSIONING / FIRST LNG IMMINENT

Golden Pass Train 1 — USA (Texas)

Capacity: 18.1 mtpa total (three trains) Status: Cooldown cargo received from Ras Laffan, Qatar; turbine tests approved Timeline: First exports early 2026 Impact: +800 MMcf/d feedgas demand

The QatarEnergy-ExxonMobil partnership received its commissioning cargo and expects Train 1 exports in the new year, marking a major addition to US Gulf Coast supply.

Read These: KFDM · Natural Gas Intelligence

Nhon Trach 3 & 4 — Vietnam

Capacity: 1.6 GW (9 TWh/yr) Status: Commissioned December 14, 2025 Timeline: Operational now Impact: Vietnam's first LNG-fired power plants

PetroVietnam Power's $1.4 billion project marks Vietnam's operational entry into LNG-to-power, with 25-year supply from PV Gas and hydrogen co-firing capability up to 50%.

Read These: Voice of Vietnam · Business Times

Pluto Train 2 — Australia

Capacity: 5 mtpa Status: Pre-commissioning mobilizing December 2025 Timeline: First LNG 2026 Impact: Scarborough gas to market

EnerMech's chemical cleaning contract signals imminent commissioning. All modules delivered.

Read This: Offshore Energy

🟡 FID EXPECTED Q1 2026

Lake Charles LNG — USA (Louisiana)

Capacity: 16.5 mtpa Developer: Energy Transfer Status: Sales agreements sufficient for FID; seeking 80% equity partners

Energy Transfer confirmed at the Reuters Energy Live conference that sufficient LNG sales agreements are in place. The equity partnership requirement introduces execution risk tied to capital market appetite.

Read This: Reuters

Amigo LNG — Mexico

Capacity: TBD Developer: LNG Alliance / Epcilon LNG (Singapore JV) Status: FID expected Q1 2026

Mexico-based export project targeting Pacific and Atlantic basin markets with existing pipeline infrastructure proximity.

Read This: LNG Prime

Mozambique LNG — Mozambique

Capacity: 12.9 mtpa Developer: TotalEnergies Status: Authorized to restart; $4.5B cost audit unresolved

President Chapo urges TotalEnergies to resume the $20 billion project despite the audit. First gas now no earlier than 2029 — eight years after original FID. Mozambique faces $900M eurobond repayment in 2028 with a $700M forex backlog.

Read Thes: Bloomberg via Financial Post

🔵 UNDER CONSTRUCTION / PROGRESSING

Cedar LNG — Canada

Capacity: 3.0 mtpa Developer: Pembina Pipeline / Haisla Nation Status: 30% complete; 50% capacity contracted (Ovintiv 0.5 mtpa, 12-year agreement) Timeline: Late 2028

Pembina's largest capital deployment year for Cedar comes in 2026, with expected net EBITDA of US$220-280M annually. Peace Pipeline expansion adds 70,000 b/d propane-plus capacity by Q1 2027.

Read This: Pembina Press Release

Caribe LNG — Colombia

Capacity: 51 BBtu/d (Phase 1) Developer: Andalusian Energy / Course2 Energy Status: FSU in place; barge construction finalizing; anchor client secured Timeline: H1 2026

Colombia's first private LNG import terminal addresses a projected 190 BBtu/d supply deficit. The country's gas reserves declined 13% in 2024 to less than six years of consumption.

Read This: BNAmericas

Brunei Block CA2 — Brunei

Capacity: Feedstock for Brunei LNG Developer: Petronas Carigali Brunei Status: FID November 7, 2025; EPCIC awarded to McDermott Timeline: H1 2029

Six-well tie-back to FPU with gas export pipeline to supply Brunei LNG. MISC Berhad chartered FPU for 12 years.

Read This: Offshore Energy

Gorgon Stage 3 — Australia

Capacity: Brownfield expansion Developer: Chevron Status: TechnipFMC awarded $75-250M subsea contract for Subsea 2.0® production systems Timeline: TBD

Brownfield tie-back at Australia's largest LNG hub prioritizes capital efficiency and schedule certainty over greenfield expansion.

Read This: TechnipFMC Press Release

🟣 IMPORT INFRASTRUCTURE EXPANSION

Morocco FSRU & Pipelines — Nador West Med

Capacity: Initial ~1.2 bcm, scaling to 12 bcm by 2030 Investment: $273M FSRU + $681M pipelines ($1.95B total program) Status: Tender issued; bids opening February 2026 Timeline: Operations 2026

Morocco is structuring a 10x gas demand growth program, connecting Nador West Med to the Maghreb-Europe link for reverse-flow capability. The country plans $3.5 billion total to increase consumption from 1.2 bcm to 12 bcm by 2030.

Read This: Bloomberg via Financial Post

Mukran FSRU #2 — Germany

Developer: Deutsche ReGas Status: Tender process launched

Expansion of Germany's highest-performing LNG import terminal, which delivered 80% of combined western German floating terminal output in October-November 2025.

Read This: LNG Prime

Belgium LNG Bunkering — Antwerp-Zeebrugge

Capacity: 8,000 m³ barge (United LNG I) Developer: Somtrans Status: United LNG I commissioned December 15; sister vessel United LNG II outfitting March 2026 Timeline: Operational

Expands small-scale LNG distribution infrastructure in the Antwerp-Rotterdam-Zeebrugge corridor for IMO emissions compliance.

Read This: Baird Maritime