Liquefied Natural Gas (LNG)
Coverage of Liquefied Natural Gas (LNG) in the Nexus archive.
- Record heat gives way to winter gas fears in Europe, Asia as Iran war rages on
Record heatwaves in Europe and Asia are shifting concerns to winter gas shortages due to Qatari LNG outages and high summer demand, leading to price spikes and storage deficits. European gas prices are surging, with spot prices over seven times U.S. levels, while Asian nations face potential grid failures and competition for limited LNG supplies.
- EU waters down Russia sanctions over fears China could seize key LNG assets
The EU modified its 21st sanctions package to allow Greek companies to transport Russian LNG to third countries for one year, fearing China might otherwise seize key assets. The adjustment removed a Greek veto to advance the sanctions against Russia.
- Why the EU faces a Russian oil vs LNG sanctions stand-off
The EU is in a standoff over sanctions targeting Russian oil versus liquefied natural gas (LNG). Additional tensions arise from uncertainties regarding a US-EU trade deal.
- Mitsubishi takes over $7.5 billion in U.S. natural gas fields from Aethon, deepening Japanese bet on LNG and the AI boom
Mitsubishi acquired Aethon Energy's U.S. natural gas assets for $7.5 billion, becoming one of the largest U.S. natural gas producers. The deal strengthens Japan's investment in U.S. LNG production, particularly in the Haynesville Shale region, to meet rising demand from AI data centers and global energy markets.
- McKinsey chairs: Building a more resilient industrial base may require $2 trillion in investment
McKinsey highlights the need for a $2 trillion investment to rebuild the U.S. industrial base, driven by geopolitical risks and technological competition. The U.S. imports $3 trillion in manufactured goods annually, with critical vulnerabilities in products like semiconductors, data center servers, and rare-earth magnets due to supplier concentration and geopolitical distance.
- Japan’s LNG Stocks Seen to Benefit from Middle East Supply Risk
Japan’s liquefied natural gas (LNG) stocks are expected to benefit from supply risks in the Middle East. The article highlights potential market advantages for Japan amid regional supply uncertainties.
- Big gas is trying to cash in on Europe’s fossil fuel crisis
The EU Methane Regulation aims to reduce methane emissions from fossil fuels by requiring monitoring and reporting, potentially cutting global emissions by over 30%. Fossil fuel companies, including those backed by the Trump administration, are lobbying to weaken the rules, claiming they harm energy security, despite evidence showing the regulation supports energy recovery and security.
- Australian LNG Union Cancels Ichthys Strike as Talks Progress
The Australian LNG Union has canceled a planned strike at the Ichthys project following progress in negotiations. The decision reflects ongoing discussions aimed at resolving labor disputes related to the liquefied natural gas facility.
- Japan’s Coal Power Generation Climbs as War Makes LNG Expensive
Japan's coal power generation has increased due to the high cost of liquefied natural gas (LNG) caused by the war. This shift is driven by economic factors, as LNG prices have become prohibitively expensive. Japan is relying more heavily on coal as a result.
- Qatar Sends First LNG Shipment Through Hormuz Since War Started
Qatar has sent its first shipment of liquefied natural gas through the Hormuz Strait since the start of the war. This move marks a significant development in the region's energy exports. The shipment is expected to have implications for global energy markets.
- US Natural Gas Futures Extend Gains on Lower Production, LNG Dip
US natural gas futures prices are rising due to decreased production and a temporary dip in liquefied natural gas (LNG) exports. The pipeline distribution hub in Erath, Louisiana, is highlighted in the context of these market movements.
- Japan Utilities Withhold Earnings Guidance as Fuel Costs Bite
Japanese utilities are withholding earnings guidance due to rising fuel costs, particularly impacting liquefied natural gas (LNG) expenses. The article highlights LNG storage tanks in Himeji, Japan, as a visual reference to the energy challenges faced by the sector.
- China’s April LNG Imports Set to Hit Eight-Year Low, Kpler Says
China’s April liquefied natural gas (LNG) imports are expected to reach an eight-year low, according to analytics firm Kpler. This marks a significant decline in demand amid shifting energy policies and economic factors.
- Argentina Hunts for LNG Imports for Winter in War-Wrecked Market
Argentina is seeking to secure liquefied natural gas (LNG) imports for the winter season amid a global market disrupted by ongoing conflicts. The country faces challenges in obtaining energy supplies as geopolitical tensions and war-related disruptions impact international trade.
- Europe’s LNG Imports Set for First Monthly Drop in Over a Year
Europe's liquefied natural gas (LNG) imports are expected to decline for the first time in over a year, marking a potential shift in energy demand or supply dynamics. The report highlights a tanker in Sines, Portugal, as a specific example of LNG transport activity in the region.
- Iran War Pushes Asia to Think Twice Before Doubling Down on LNG
Geopolitical tensions involving Iran are causing Asian nations to reconsider their reliance on liquefied natural gas (LNG) due to potential disruptions in supply. The LNG Aquarius tanker, currently in the Java Sea off Indonesia, exemplifies the region's strategic LNG operations amid rising security concerns.