Pakistan to Impose Evening Rolling Blackouts Amid LNG Shortage
Pakistan plans more rolling blackouts due to a fuel shortage 🇵🇰⚠️ Power supply will be suspended for two hours during the evenings when demand rises Pakistan hasn't received an LNG shipment since early March due to the war in the Middle East. That's a fuel for power plants https://t.co/xmzxc3tjNA
Japan Pledges $10 B to Fuel Southeast Asia
Japan will provide as much as $10 billion in financial support to Southeast Asian countries to help them buy oil 🇯🇵🤝🛢️ This is the biggest effort yet to help cash-strapped developing nations deal with fuel shortages (This benefits Japan. SE Asia key to...
EU Fossil Fuel Costs Soar €22 Billion Amid Conflict
Since the start of the Middle East conflict, the EU’s bill for fossil fuel imports has increased by over **€22 billion**, said Ursula von der Leyen 💰💰💰 https://t.co/driqaI4fOe
ENI Urges EU to Postpone Russian LNG Ban.
Italy’s top gas importer has proposed delaying the EU ban on Russian LNG to help ease the fallout from the Hormuz closure 🇮🇹🇷🇺 "I think it's necessary to suspend the ban that will come into effect on January 1, 2027 ,"...
Middle East War Slashes Asian LNG Deliveries to 2020 Lows
The war in the Middle East is choking LNG supply to Asia 🚢⚠️ Deliveries to Asia fell the the lowest level since 2020, when the Covid pandemic crashed demand Not a single LNG shipment has gone through Hormuz since the war began...
European Gas Spikes on Trump Threat, Yet Below Last Month
European natural gas prices jump after Trump threatened to blockade Hormuz 📈📈 Prices rose 18% in early Asia trading (The trading day expanded to 21 hours, from 10 hours, on Monday) Still, down from the highs of last month. Drop in Asian...
US Navy to Block All Strait of Hormuz Traffic
“Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz” (No LNG cargo has left the Persian Gulf in over a...
ADNOC Warns World Cannot Afford Hormuz Closure
Adnoc CEO: “The Strait of Hormuz has never been Iran’s to close or restrict… The world simply cannot afford it and must not allow it” (Adnoc hasn’t been able to export LNG for over a month to customers in Asia and...
US‑Iran Talks Stall; European Gas Market Goes 21‑hour
The US and Iran fail to reach a deal after marathon talks in Pakistan ⚠️ 👀 All eyes will be on the European gas market, which for the first time will open early in Asia on Monday (in 19 hours) TTF...
Nation Relies on Imported Natural Gas for 95% Electricity
“95% of our electricity generation is from natural gas - piped from neighbouring countries” https://t.co/8xKZtQeeEd
Iran Strikes Qatar's Massive LNG Export Facility
Footage of Iran’s attack on Qatar’s massive LNG export plant on March 18-19 Via Al Jazeera https://t.co/IxIjkyybsJ
Rising Costs Force Southeast Asian Rice Farmers to Skip Planting
The war in the Middle East hits food staples ⚠️ 🌾 Rice farmers in Southeast Asia are deciding to skip planting for the next season due to rising fuel & fertilizer costs Some Thai farmers are leaving the crop in the ground...
India Postpones Coal Plant Upkeep Amid LNG Shortage
India is delaying maintenance on its coal power plants because of a gas supply crunch 🇮🇳 ⚠️ India’s LNG imports have dropped because of the war in the Middle East And with hot summer weather coming fast, India needs more coal...
Australia Steps in to Fill Singapore's LNG Gap
An example of how Australia is using its LNG cloud to secure fuel 👇 Singapore guaranteed fuel supplies, like diesel, to Australia during leaders summit Qatar was Singapore's top LNG supplier, but those shipments have stopped due to the war. Australia can...
India Seeks Faster Qatar LNG Restart Amid Supply Halt
India's oil minister is heading to Qatar to ask the nation to accelerate the restart of LNG exports and for priority delivery 🇮🇳🤝🇶🇦 Qatar is India’s top LNG supplier (providing 45%). But those deliveries have halted since the Iran war started https://t.co/B7JwVxFnF3
Russia Offers Sanctioned LNG to South Asia at 40% Discount
Russia is offering to sell US-sanctioned LNG to South Asian buyers at a *40% discount* 🇷🇺🚢 Moscow is seeking to leverage the global natural gas crunch to lure energy-hungry countries like Bangladesh and India https://t.co/SsirotyuhI
Idle LNG Tankers Stall Qatar's Production Restart
CEASEFIRE DAY 2: None of the LNG tankers stuck in the Persian Gulf appear to be heading towards Hormuz 🚢⚠️ They're all idling. Without this traffic resuming, it will be challenging for Qatar to significantly restart production at the world's biggest...
Qatar Ramps Up Workers to Restart LNG Plant
Qatar is mobilizing its workers to resume production at the world’s biggest LNG export plant 🇶🇦 🚨 The improvement in security conditions is allowing limited activity But any return to significant output would require normal transit through Hormuz https://t.co/uh3Aozq1K9
China's LNG Demand Stalls, Shifts to Domestic and Pipeline Sources
Don't expect China's LNG demand to bounce back from the Middle East turmoil 🇨🇳🚢 China gets a quarter of its LNG from the world's biggest export plant in Qatar.. which remains offline. To makeup for the shortfall, China is expected to...
European Gas Prices Drop 20% After US‑Iran Ceasefire
EUROPEAN GAS PRICES FALL AS MUCH AS 20% ON US-IRAN CEASEFIRE 🚨🚨 About 20% of global LNG traversed Hormuz before the war. But not a single shipment has been exported from the region in over a month https://t.co/zFjTxnnhra
Chiyoda Eyes Return to Qatar LNG Plant Post‑ceasefire
Japan’s Chiyoda says it is considering resuming construction work on Qatar’s massive LNG export plant after the ceasefire ⚠️ 🇶🇦 Chiyoda’s potential return to Ras Laffan will raise hopes for the wider facility, which was evacuated over a month ago https://t.co/DvOA4L4Ilm
Ceasefire May Reopen Hormuz, 800 Ships Await Release
Shipowners are now scrambling to understand the fine print in a ceasefire that could temporarily open up the Strait of Hormuz 🚢🚢🚢 There are currently more than 800 vessels trapped in the Persian Gulf https://t.co/cDsoyn09pr
LNG Ships Stalled; None yet Navigating Hormuz
I'm not seeing any LNG ships moving to go through Hormuz yet 🚢🚢 Those two Qatari LNG ships that had aborted an attempt earlier this week are sitting tight (pic below) But of course it is very early days. It will take...
Iran Offers Two‑Week Safe Passage Through Hormuz, Coordination Required
Iran says safe passage via Hormuz is “possible” for two weeks 🚨 … but must be via coordination with Iran's Armed Forces and with due consideration of technical limitations (So far, no loaded LNG tanker has gone through Hormuz in over...
Oil Slumps 12% After Trump‑Iran Ceasefire Opens Hormuz
Oil prices plummet 12% (and counting) after Trump agreed to a two-week ceasefire with Iran 🇺🇸 🤝 🇮🇷 The deal is subject to an immediate opening of Hormuz https://t.co/idSwDqTWxx
Pakistan Shuts Shops Early as Qatar LNG Supply Stalls
Pakistan will close shops early in its latest energy-savings measures 🇵🇰⚡ Markets, malls and shops across most of the country will shut by 8pm Pakistan received 99% of its LNG from Qatar last year. Qatar has halted exports for over a month...
Taiwan Boosts Coal Power as Gas Supply Falters
KING COAL STRIKES AGAIN 🪨🪨🪨 Taiwan will increase coal-fired power generation to bolster energy security, as the war in the Middle East crimps gas supplies The Mailiao coal-fired power plant will ramp up output from its No. 1 and 3 units https://t.co/jXfSAf3HMo
Qatar Aims to Resume LNG Shipments via Hormuz
Qatar is attempting to send LNG shipments through Hormuz for first time since the Iran war started 🚨🚨 If successful, this would be the first time a loaded LNG tanker has gone through Hormuz in over a month. ~20% of global...
Qatar
Dozens of empty Qatari LNG tankers sit idle across Asia 🇶🇦🚢 The world's top LNG export plant in Qatar has been shut for over a month, upending the gas market and leaving the nation's fleet of ships without orders Hormuz has also...
Japan Secures Four Months of Naphtha Supply
Japan has secured at least four months of naphtha, Prime Minister Takaichi says 🇯🇵 🛢️ 📌 Two months' worth of imported naphtha already procured 📌 Two months' worth of inventories
ADNOC Underscores Hormuz's Vital Role in Global Energy
Adnoc is buying ads to stress the importance of the Strait of Hormuz for global energy flows Adnoc can’t export LNG and other fuels to customers in Asia and Europe without going through Hormuz https://t.co/F4fehuRnDr
World’s Largest LNG Export Plant Offline for a Month
The world’s biggest LNG export plant has been offline for a month 🚢 ⚠️ Let me explain why you should care about that 👇 https://t.co/Ywo3ZK9mac
Iran Launches Drone Strikes Across Gulf, Halting Oil and Gas
Iran targeted more sites in Arab Gulf states overnight and into Friday ⚠️ 🇰🇼 A drone attack caused a fire at Kuwait’s Mina Al Ahmadi oil refinery 🇦🇪 Abu Dhabi suspended operations at its Habshan gas facilities 🇸🇦 Saudi Arabia said it...
Osaka Gas Eyes US Gas Plants to Power AI Boom
Japan’s Osaka Gas is considering to invest in *five* US gas-fired power plants 🇺🇸 ⚡️ This could be a pretty profitable bet. US gas is cheap and the AI boom is slated to boost power demand Gas can provide around-the-clock electricity data...
Europe Gas Rises on Middle East Risks; US Prices Fall
European natural gas prices (TTF) are up 6% to about $17/mmbtu on fears that a prolonged disruption in the Middle East will curb supply 🇪🇺 US gas prices (Henry Hub) are down nearly 1% to $2.8/mmbtu as shale production keeps...
Asian Nations Urge Citizens to Cut Energy Use
More and more Asian countries are asking its citizens to save energy ⚠️⚠️ 🇰🇷 “I earnestly appeal to all citizens to actively participate in energy-saving movements in daily lives, such as taking public transportation and conserving electricity,” said South Korean President...
Guangdong Boosts Coal, Cuts Gas, Fast‑Tracks Nuclear
China's approach to energy security 🇨🇳👇 The southern industrial hub of Guangdong has asked local power producers to rebuild coal stockpiles, curb the use of gas and accelerate the addition of nuclear generation https://t.co/X8azocoeZW
Trump Predicts Hormuz Opening as Brent Spikes 2%
Trump says the Strait of Hormuz will "open up naturally" Brent oil prices rise nearly 2% (a session high for the day) https://t.co/7fvQPaw1Bv
Trump Attributes Gas Price Surge to Iranian Attacks
TRUMP: "Many Americans have been concerned to see the recent rise in gasoline prices here at home. This short term increase has been entirely the result of the Iranian regime launching deranged terror attacks against commercial oil tankers and...
Japan Incentivizes Private Firms to Fund Overseas LNG
Japan is trying to encourage its private companies to invest more in overseas LNG supply 🇯🇵❤️🚢 The government launched a new scheme that will offer faster return on investment for LNG projects via state-backed JOGMEC. A key criteria is that the LNG...
PM Urges Australians to Curb Fuel, Use Public Transport
Australia’s prime minister just used a rare national address to urge the nation to use less fuel 🇦🇺 ⚠️ “Over coming weeks, if you can switch to catching the train or bus or tram to work, do so… The months...
India's Coal Output Dips, Stockpiles Ready for Surge
India's top coal producer said output fell in March, but that it still has enough stockpiles to meet higher demand 🇮🇳⚠️ Coal consumption in India is now on an upward trajectory on expectations of a hot summer and gas shortages due...
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Singapore Braces for Higher Power Bills Amid LNG Shortage
Singapore warns of higher power bills for months due to the Middle East conflict 🇸🇬📈 The country was getting half of its LNG from Qatar (which is now shut) "Everyone can play a part by using more energy-efficient appliances and conserving...
Asia's Coal Prices Surge as Gas Supply Tightens
Asia's coal benchmark is at a 17-month high as Middle East conflict chokes gas supplies 🪨⚠️ Australian Newcastle coal futures for April hit $144.25/ton on Monday (the March contract expired Friday at $135.60) Asian countries are expanding use of coal to cut...
US LNG Plant Launches Amid Middle East Supply Crunch
New US LNG export project begins operations 🇺🇸🚢 The Golden Pass plant (a JV with Qatar & Exxon) just started LNG production at 1 of its 3 trains. First export expected from 2Q The world is scrambling for more US LNG as...
LNG Shortage Threatens Coal Decline, Nations Reopen Plants
The LNG supply crunch puts at risk forecasts that coal consumption will begin to fall this decade 🇩🇪 Germany is considering restarting mothballed coal-fired plants 🇯🇵 Japan will expand use of less efficient coal plants 🇰🇷 Korea may exit its own...
Historic Oil Supply Shock Marks One Month, Crisis Looms
The biggest oil supply shock in history has reached the one-month mark And the energy industry is warning that the crisis is only beginning 👇⚠️ https://t.co/AZ661hxNtt https://t.co/HF3YvOdLZx
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Quarter of Global LNG Supply Offline After Attacks, Cyclone
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx