Qatar Resumes LNG Exports, Empty Tankers Return
Qatar is beginning to bring its LNG tankers back to the Middle East as it prepares to ramp-up exports 🇶🇦 🚢 At least 5 empty Qatar-linked tankers linked are returning after being idle. 4 more ships in Gulf of Oman Qatar hasn’t sent an empty LNG ship through Hormuz in 3+ months https://t.co/uIyugwfnVX
Marubeni Bets on US Shale to Fuel AI-Driven Gas Demand
Japan keeps doubling down on US shale gas 🇯🇵🤝🇺🇸 Marubeni has acquired US gas producer Eagle Ridge Energy II, the Nikkei reports. The company holds Barnett shale assets Marubeni expects the AI boom lifting gas demand, while the fuel can also be exported...
Iran Opens Hormuz, Yet Only One LNG Tanker Passes
IRAN TO ALLOW FREE HORMUZ TRANSIT FOR 60 DAYS UNDER PACT: FARS 🇮🇷🚢 So far, I've only seen a single LNG tanker go through Hormuz since the latest US-Iran peace deal
LNG Tanker Disha Moves Toward Reopened Strait of Hormuz
An LNG tanker appears to be heading to the Strait of Hormuz, just as the US and Iran say they have reached a deal to reopen the waterway 🚢 ⚠️ The Disha (which is chartered by India) has been stuck in...
European Gas Prices Fall Despite Reduced LNG Imports
European gas prices tumble as Trump says an Iran deal is imminent 🇪🇺📉 While Hormuz has been shut for 3+ months, choking a ~20% of global LNG supply, gas prices have remained below the highs of March This comes even as Europe...
Hormuz Oil up, LNG Shipments Plummet to Fraction
Oil and gas flows through Hormuz are rising thanks to “dark” tanker traffic. But, at least for LNG, it’s a fraction of pre-war levels So far, nine LNG shipments have been exported from the Persian Gulf since late-Feb That compares to three...
India Rushes LNG Purchases Amid Middle East Supply Disruption
India is rushing to buy LNG to replace supply disrupted by the Middle East conflict 🇮🇳💰 The move is to meet demand from: 🌾 Fertilizer plants ahead of planting season ⚡ Power producers as hot weather boosts cooling needs 🏠 Houses switching from LPG https://t.co/pco9idl1rl...
Vietnam Lets Coal Mines Exceed Limits to Secure Energy
Vietnam will allow coal mines to produce above regulated capacity in order to boost energy security 🇻🇳🪨 Miners will be able to lift output by as much as 15% above licensed capacity until the end of next year. The move comes as...
Asian Coal Prices Surge to Two-Year High Amid Supply Tightening
Asian coal prices rise to the highest level in almost two years 🪨📈 What's going on? 🇮🇩 New Indonesia export rules are delaying shipments, tightening the market 🚢 Japan/Korea depending more on coal as Hormuz closure chokes LNG 🇨🇳 Summer heat is coming (higher...
Pakistan Seeks Spot LNG as Hormuz Closure Slashes Supplies
Pakistan is looking to buy LNG from the spot market as Hormuz closure chokes supplies 🇵🇰🚢 Pakistan LNG just released a tender seeking a shipment for this weekend (very prompt). While Qatar was able to get some LNG through Hormuz to...
China Boosts LNG Imports as Europe Faces Winter Shortfall
China’s LNG imports are recovering at a bad time for Europe 🇨🇳🚢 More Chinese purchases comes just as Europe needs to restock for winter. European LNG imports are already down ~13% year-over-year Meanwhile, Hormuz remains shut -- choking a fifth of global...
AI Surge Drives Mitsui’s Global LNG Investment Push
Japan wants more LNG 🇯🇵 ♥️ 🚢 Mitsui is looking to invest in LNG export projects across the US, Australia and the Middle East (despite the recent conflict) AI infrastructure will create “big additional demand” for LNG, said Mitsui’s CEO https://t.co/Unji3ovtmf
LNG Transits Through Hormuz Resume, Still Below Pre‑war Levels
Another LNG tanker has quietly exited Hormuz 🚢 ⚠️ An LNG ship managed by Adnoc just reappeared outside Hormuz. Satellite images show it picked up a shipment from in the Persian Gulf This is the 4th LNG cargo to transit Hormuz in...
India Receives First LNG Shipment Bypassing Hormuz Since Iran War
India is set to receive its first LNG shipment to exit Hormuz since the Iran war began 🇮🇳 ⚠️ An LNG tanker, which hasn’t transmitted its location for a month, is now heading to India after discreetly picking up a...
Singapore Secures Full-Year LNG, Cuts Qatar Supply to Zero
Singapore bought enough LNG to last the rest of the year, replacing shipments stuck behind the Strait of Hormuz 🇸🇬💰 Qatar supplied about 40% of Singapore's LNG last year. Now it is zero Singapore can afford procuring expensive LNG from the spot...