China's Coal Use Rises as LNG Cuts Spur Fossil Reliance
China’s power plants burned more fossil fuels for a fourth straight month 🇨🇳🏭 The closure of Hormuz has choked a fifth of global LNG supply, putting more pressure on China to use coal for thermal generation Meanwhile, clean energy output has lagged https://t.co/9XGRqJ6tPV
ADNOC Hides LNG Shipments with Darkened Tankers in Gulf
Adnoc keeps loading LNG onto tankers masking their location in the Persian Gulf 🇦🇪 🚢 Satellite images showed a tanker at Adnoc’s Das Island plant on Friday. But no LNG ships were broadcasting their positions there Adnoc is getting some LNG through...
Qatar Orders LNG Tankers to Disable AIS Amid Tensions
Qatar asks LNG tankers to go dark in new safety measure 🇶🇦⚠️ The directive came this week for vessels within Ras Laffan port, anchorages and port waters to switch off their AIS More ships are masking their location as tension in the...
ADNOC Poised to Restart LNG Shipments Post‑Hormuz Clearance
Once Hormuz is passable, Adnoc will resume LNG shipments “within a reasonable time frame" 🇦🇪 🚢 "Do not ask me whether that’s two weeks or three weeks, we simply don’t know. But we’re ready with our ships,” said CFO Peter Van...
Taiwan's Energy Crisis Fueled by Costly Spot LNG
Taiwan is spending its way out of an energy crisis 🇹🇼💰 The country received 35% of its LNG from Qatar/UAE last year. All of that supply is now being replaced by more expensive shipments from the spot market
Australia Mandates 20% of New LNG for Locals
Australia will require its LNG producers to reserve 20% of its new gas production for the domestic market 🇦🇺🚢 The government aims to curb prices and avert shortages on the populous east coast. The gas industry AND environmentalists broadly oppose this https://t.co/9Nk7ADuxJe
ADNOC's Second Covert LNG Shipment Routes Through Hormuz
Adnoc appears to have discreetly exported another LNG shipment via Hormuz 🇦🇪🚢 Mraweh was empty when it stopped transmitting its location east of Hormuz in April. Then it reappeared today loaded, heading to Japan If confirmed, would be 2nd LNG export via...
Pakistan Rushes to Secure LNG Amid Gas Shortage
Pakistan is urgently looking to buy more LNG to help ease its gas shortage 🇵🇰⚠️ The government is seeking two cargoes for May delivery. This comes after Pakistan recently bought its first spot shipment in over two years The Middle East conflict...
Hormuz Closed, Yet European Gas Prices Remain Low
Hormuz remains shut. But European gas prices are still below the March high Futures fell Tuesday after the US downplayed the prospects of a return to active war with Iran (but Hormuz still shut) Weaker Asian demand has also helped to reduce...
LNG Exports Hit Two‑year Low as Hormuz Shuts
Global LNG exports continue to contract due to the Hormuz closure 🚢 ⚠️ Shipments declined to about 33 million tons, the lowest level since May 2024, according to ship-tracking data (Still, the lost volumes were partially replaced with new output from...
Indonesia Dreams of Nuclear Power, Showcases Reactor Replica
Indonesia doesn’t have a nuclear power plant … but it wants one someday. I visited their state-run utility’s energy museum today, and there was a big replica of a pressurised water reactor in the middle 🇮🇩 🤝 ☢️ https://t.co/6OMQ57QgBk
Japan Secures First Oil Tanker Passage Through Hormuz
Japan is engaging with Iran for safe passage of its ships through Hormuz, says PM Takaichi 🇯🇵🤝🇮🇷 A laden oil supertanker linked to Japan (Idemitsu Maru) traveled through the strait yesterday. It's the first Japan oil carrier to leave the region...
China's LNG Imports Plunge to Eight‑year Low Amid Middle East Conflict
DEMAND DESTRUCTION: China's LNG imports are on track to hit an 8-year low 🇨🇳🚢 The Middle East conflict is choking supply of LNG to China. It is also boosting spot prices, discouraging Chinese firms to buy replacements China can instead turn to...
India’s Record Power Demand Forces Coal Surge Amid Heat
India's peak power demand hits an all-time high 🇮🇳⚡ This is being driven by searing temperatures across the country Plus, demand during the evening is outstripping available supply. India will use coal to fill the gap as the Middle East conflict chokes...
Pakistan Warns Severe Heat Wave, Threatens Blackouts
Pakistan issued a heat wave warning for parts of the country, risking further blackouts 🇵🇰⚠️ Abnormally hot weather will be concentrated in Pakistan’s south this week. Severe heat is predicted for parts of Sindh, South Punjab and Balochistan until May 5 https://t.co/KJ8tO8JmGG
74% Demand Energy Savings, Government Stalls Implementation
Japan's government is under pressure to implement energy-saving measures 🇯🇵⚠️ Some 74% of those surveyed in a recent Nikkei/TV Tokyo poll said energy-saving is needed Takaichi has repeatedly said measures aren't needed, and there is enough oil supply https://t.co/c5gj48aVOt
Guangdong Power Prices Near Double Amid LNG Shortage
Power prices in China's industrial hub have almost doubled due in part due to a natural gas supply crunch 🇨🇳⚡ Spot rates in Guangdong climbed to ~680 yuan/MWh — a three-year high. The region is getting 40% less LNG due to...
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Qatar Readies US LNG Plant for First Exports
Qatar is preparing to begin exports from its LNG plant in the US 🇶🇦🤝🇺🇸 An empty tanker docked at the Golden Pass facility in Texas this week. The plant is partially owned by QatarEnergy -- its only overseas LNG facility Exports from Qatar...
Russia to Supply China Gas at One‑third Cheaper than Europe
China is getting cheap natural gas from Russia 🇨🇳🤝🇪🇺 The Russian government expects to sell gas to China through 2029 at about a third less than the price paid by Europe (this includes Turkey) https://t.co/LgIAxNwHXq https://t.co/5t7y1oF7zy
Hormuz Strait Unreliable, Threatening 20% Global LNG Supply
IEA'S BIROL: HORMUZ STRAIT LOST ITS STATUS AS RELIABLE About 20% of global LNG supply is locked behind the strait
7.4‑Magnitude Offshore Japan
Magnitude 7.4 quake hits offshore northeast Japan 🇯🇵 ⚠️ A tsunami warning was issued for the region. Tohoku Electric is currently checking the status of its power plants https://t.co/XJ8J5YUBOB
China Revives Coal‑to‑gas Projects to Curb Gas Imports
China is looking to tap cheap domestic coal to limit its exposure to gas imports 🇨🇳👀 A high-profile Chinese coal-to-gas venture that lay dormant for over a decade is set to launch this year. The country has 13 new projects under...
Three LNG Shipments Stalled, Pakistan Faces Heat‑driven Blackouts
There are at least *three LNG shipments* stuck in the Persian Gulf that are supposed to go to Pakistan, according to ship-tracking data 🇵🇰🚢 Pakistan hasn't received an LNG shipment in over a month due to the Hormuz closure. That risks...
European Gas Futures Jump 11% Despite Lower Overall Prices
European natural gas futures rise 11% after Iran closed Hormuz (again) 📈📈 No LNG shipment has been exported from the region since the war in Iran began in late-Feb Still, prices are down from the highs last month. This is partly due...
Asia Reconsiders LNG, Turns to Renewables Amid Iran Conflict
Asia thinks twice about plans to embrace LNG as Iran war chokes supply 🇻🇳 Vietnam gas power project may switch to wind/solar +storage 🇹🇭 Thailand pushes for more renewables 🇨🇳 China wants to use more domestic fuel 🇲🇾 Malaysia aims to pump more gas...
Middle East Conflict Triggers First LNG Export Decline in Decade
Global LNG exports are forecast to DROP this year for the first time in over a decade 🚢⚠️ This is a big turnaround. Analysts expected supply to rise by more than 7% in 2026. But now the Middle East conflict is...
India's LNG Importers Snap up Spot Shipments Despite High Prices
India’s LNG importers have accelerated purchases from the spot market, taking advantage of a recent dip in prices 🇮🇳💰 Several shipments were purchased for April-May delivery around $15/mmbtu (that's still 50% higher than pre-war prices) https://t.co/IuRfMTrXqs
Australian Fuel Crunch Deepens After Refinery Fire
Australia's fuel crunch is set to get worse 🇦🇺🚨 A major fire at one of Australia’s only two oil refineries will shut some of its production. The refinery supplies 10% of domestic demand Australia’s petroleum product supplies were already really tight due...
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...
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