Q3 2026 Activities
Qatar Ramps Up LNG Shipping via Hormuz: Qatar has ramped up liquefied natural gas tanker traffic through the Strait of Hormuz to the highest in more than two months, a sign it's becoming more comfortable moving ships through the waterway. (24 September 2026, Rigzone)
FortisBC Gets BC Environmental Clearance for Tilbury LNG Expansion: British Columbia's provincial government has granted an environmental assessment certificate to FortisBC for another expansion at its liquefied natural gas (LNG) facility on Tilbury Island. (24 September 2026, Rigzone)
XRG Explores Stake in Shell-Led LNG Canada Project: Abu Dhabi’s XRG is in talks to acquire a stake in the Shell-led LNG Canada project, a facility crucial for Asian LNG supply amid regional disruptions. (23 September 2026, Oil & Gas Middle East)
Will European Gas Prices Keep Rising This Winter?: The price of LNG in Europe has risen around 70% since July to €73 per megawatt hour (MWh) as of September 21. Prices have been volatile amid shifting news flow around the Middle East conflict, including a recent selloff of more than 10%. Our commodities analysts expect prices to average €70/MWh in the fourth quarter of 2026—well above the range of around €30–€60/MWh from before this summer. (23 September 2026, Goldman Sachs)
TotalEnergies Approves New Upstream Project for Nigeria LNG: TotalEnergies SE on Monday announced a final investment decision (FID) to proceed with the Ima Gas Development, which would unlock up to 350 million cubic feet per day (MMcfd) of feed gas for Nigeria LNG. (23 September 2026, Rigzone)
QatarEnergy NFE LNG Train 1 to start 1H 2027; Ras Laffan repairs to take 3 years: The NFE and NFS projects are part of the overall North Field expansion program that also includes the North Field West project, which together will raise Qatar’s LNG production capacity to 142 million tpy from the current 77 million tpy. (23 September 2026, Oil & Gas Journal)
Hormuz crisis may delay Qatar LNG expansion projects: QatarEnergy CEO: QatarEnergy expects the first LNG train of the North Field East (NFE) expansion to start production in the first half of 2027, but the schedule for additional trains could be affected by the ongoing Strait of Hormuz disruption. Equipment required for the expansion has reportedly been unable to reach Qatar because of the crisis. (22 September 2026, Iran Oil Gas)
China Gas Raises LNG Order from Venture Global to 2.5 MMtpa: Venture Global Inc has secured a new agreement to supply 0.5 million metric tons per annum (MMtpa) of United State liquefied natural gas (LNG) to China Gas Holdings Ltd for 20 years from 2030. (22 September 2026, Rigzone)
Canada sees scope for France LNG partnership, minister says: Canada could pursue an energy partnership with France involving liquefied natural gas from its Pacific coast, Canadian Foreign Minister Anita Anand said on Monday, a day after leaders of the two countries met and discussed energy cooperation. (22 September 2026, Reuters)
Trump-Xi Talks Could Mean $6 Billion of US Natural Gas for China: China’s leader Xi Jinping will arrive in Washington this week with at least one easy option to score points with the Trump administration — a commitment to revive a $6 billion-a-year trade in US liquefied natural gas. (21 September 2026, Energy Connects)
QatarEnergy Warns Shipping Snags Threaten LNG Roadmap: QatarEnergy plans to bring the first liquefied natural gas train from its North Field East (NFE) expansion into operation in the first half of 2027. However, the timing of subsequent trains remains uncertain due to disruptions to shipping through the Strait of Hormuz, according to CEO and energy minister Saad al-Kaabi. (21 September 2026, Trading Pedia)
Qatar’s LNG Loss Revives Projects From Argentina to Timor-Leste: With 17% of Qatar’s LNG export capacity disabled and Gulf shipments disrupted, buyers arrived at Gastech looking for gas from somewhere else. Organizers valued the agreements announced or advanced in Bangkok at an estimated $60 billion, including a 20-year U.S. LNG contract and a 35-year production agreement in the Gulf of Thailand, while proposed projects in Argentina, Timor-Leste and Tanzania drew interest from buyers and investors. (21 September 2026, OilPrice.com)
Qatar rules out Hormuz pipeline bypass and reshapes its sovereign wealth strategy: Qatar said a gas pipeline to bypass the Strait of Hormuz would make no economic sense. It also launched a new investment platform to manage QIA’s domestic holdings and outlined more than $60bn in investment opportunities, in a major reshaping of its sovereign wealth strategy. (21 September 2026, Euro News)
Pakistan Secures Second Qatari LNG Cargo Through Hormuz After Iran Deal: Pakistan is set to receive an LNG cargo from Qatar after having negotiated with Iran the safe passage of the shipment through the Strait of Hormuz, sources familiar with the deal told Bloomberg on Monday. (21 September 2026, OilPrice.com)
Naftogaz Secures Polish Deals for Energy Supply to Ukraine: Poland's ORLEN SA has agreed to continue supplying liquefied natural gas (LNG) to Ukraine's Naftogaz Group, as well as committed to supplying oil products to Ukraine. (21 September 2026, Rigzone)
LNG buyers seek alternative suppliers as Iran war disrupts Gulf shipments: Importers are exploring supplies from West Africa, Indonesia and Australia, while producers and trading firms seek to spread sourcing risks through investments in gas projects across new markets. (21 September 2026, Infra Economic Times)
LNG buyers and sellers seek greater supply diversity amid Iran war: LNG buyers are looking to diversify sourcing as the US-Israeli war against Iran cuts Gulf shipments, with importers seeking alternatives for the fuel from other suppliers ranging from West Africa to Indonesia. (21 September 2026, EuroNext)
'Hormuz Cannot Become Obsolete': QatarEnergy Chief Dismisses Pipeline Bypass Plans: Qatar's energy minister and QatarEnergy CEO Saad Sherida Al-Kaabi has rejected US Treasury Secretary Scott Bessent's assessment that the Strait of Hormuz could become effectively irrelevant within two years as Gulf countries develop alternative oil export routes. (21 September 2026, NDTV Profit)
Hormuz Blockage Puts Qatar's $83 Billion LNG Bet at Risk: QatarEnergy CEO and Qatar Energy Minister Saad al-Kaabi says the Strait of Hormuz crisis could delay the company's LNG expansion because critical equipment cannot reach Qatar, Reuters reported on Monday. (21 September 2026, OilPrice.com)
Goldman warns TTF and JKM gas could hit 105 euros and $35 if Gulf LNG stays constrained: The gap between Goldman's base case and its risk case is wide, so gas is pricing a genuine two-way bet on Hormuz flows, and any sign of LNG loadings improving or stalling could move both benchmarks quickly. Higher gas would support coal where switching is possible, which links the gas story to broader energy demand. (21 September 2026, Investing Live)
BP to Further Sell Down Browse Project Stake to Osaka Gas: BP PLC has agreed to divest part of its stake in an Australian project that would unlock new feed gas for the Karratha Gas Plant to Osaka Gas Co Ltd. (21 September 2026, Rigzone)
South Africa Seeks Operator to Build LNG Terminal at Port of East London: South Africa's Transnet National Ports Authority (TNPA) has opened applications to pursue a small to medium liquefied natural gas (LNG) receiving terminal project at the Port of East London in Eastern Cape province. (18 September 2026, Rigzone)
Caturus to nearly double planned Commonwealth LNG: Caturus LLC has announced a five train, 7.75 million tpy expansion project for its Commonwealth LNG export facility in Cameron Parish, Louisiana, which would nearly double the site’s planned capacity to approximately 17.25 million tpy. (17 September 2026, LNG Industry)
Sempra gains first South American LNG customer in Petrobras: Sempra Infrastructure, a subsidiary of Sempra, signed a deal to supply Petrobras with about 800,000 tonnes/year (tpy) of liquefied natural gas (LNG) for a 20-year term. (16 September 2026, Oil & Gas Journal)
Hormuz Shipping Traffic Remains Stuck in Single Digits: Tanker traffic in the Strait of Hormuz remains a fraction of pre-war levels, with four vessels traversing the waterway on Tuesday, down from seven the previous day, Reuters has reported, citing ship-tracking data. (16 September 2026, OilPrice.com)
Santos Signs Long-Term LNG Agreements: Santos Ltd has signed a preliminary agreement to supply liquefied natural gas (LNG) to a South Korean industrial customer and another preliminary deal to offtake from the proposed Ksi Lisims LNG in Canada for the Asian market. (15 September 2026, Rigzone)
LNG buyers look to U.S. to hedge future risk of Hormuz disruption: Liquefied natural gas buyers are accelerating discussions to buy more fuel from the United States as the Iran war and turmoil over the Strait of Hormuz forces them to seek alternatives to suppliers in the Middle East. (15 September 2026, Financial Post)
Petronas to Supply LNG to Southeast Europe under Metlen Deal: Petroliam Nasional Bhd (Petronas) has agreed to supply Metlen Energy & Metals SA with liquefied natural gas (LNG) to be sold by the Greek company at home and in neighboring countries. (14 September 2026, Rigzone)
Naftogaz Partners with Canadian LNG Project for European Supply: Ukraine's state-owned Naftogaz Group and Kino Aski LNG have signed a memorandum of understanding (MoU) for potential long-term supply of liquefied natural gas (LNG) to Europe from the proposed Canadian project. (14 September 2026, Rigzone)
Saipem Signs New Preliminary Contract for Rovuma LNG: A consortium of Jan De Nul Group and Saipem SpA has signed a letter of intent with Exxon Mobil Corp for the upstream infrastructure of the planned Rovuma LNG project in Mozambique. (11 September 2026, Rigzone)
EU Faces Worst Gas Storage Position in Decades, WoodMac Says: In a press note sent to Rigzone recently, Wood Mackenzie warned that Europe faces its “weakest” winter gas storage position for nearly two decades. (10 September 2026, Rigzone)
ExxonMobil to assume operatorship of Papua LNG from TotalEnergies: The Papua LNG project is shifting as TotalEnergies hands over operatorship to ExxonMobil and reduces its interest. The company said the move aligns operations with the nearby PNG LNG project and moves the project closer to a financial investment decision. (9 September 2026, Oil & Gas Journal)
ADNOC Keeps Loading LNG Tankers in Gulf: Abu Dhabi National Oil Co. appears to be continuing to load liquefied natural gas onto tankers in the Persian Gulf, according to satellite images, despite ongoing disruptions to energy flows through the Strait of Hormuz and a recent escalation of hostilities in the waterway. (4 September 2026, Rigzone)
Qatari, UAE LNG cargoes transferred via ship-to-ship outside Strait of Hormuz: Three liquefied natural gas cargoes loaded in Qatar and the United Arab Emirates have been transferred between ships outside the Strait of Hormuz in recent weeks for delivery to India and Japan, according to ship-tracking firms. (3 September 2026, Maritime Gateway)
US LNG exports increased by 23% in first-half 2026, reaching an average of 17.4 bcfd as new terminals and expansions added 4 bcfd of capacity. (2 September 2026, Oil & Gas Journal)
The development comes as the operator marks 5,000 LNG cargoes exported from its two terminals, with the latest cargo departing Cheniere's Sabine Pass liquefaction plant on Aug. 29 en route to the Asia Pacific. (2 September 2026, Oil & Gas Journal)
Three liquefied natural gas cargoes loaded in Qatar and the United Arab Emirates have been transferred between ships outside the Strait of Hormuz in recent weeks for delivery to India and Japan, according to ship-tracking firms. (2 September 2026, Reuters)
Australia’s energy giant Woodside has confirmed the arrival of the final and heaviest module for its liquefied natural gas (LNG) project upgrade, emphasizing that a 10-story, 4,500-ton structure marks another step toward the first LNG cargo from its $12.5 billion gas project in the fourth quarter of 2026. (2 September 2026, Offshore Energy)
U.S. liquefied natural gas (LNG) exports averaged 17.4 billion cubic feet per day (Bcf/d) in the first six months of the year, 23% more than the same period in 2025, according to our Natural Gas Monthly. In our latest Short-Term Energy Outlook, we estimate U.S. LNG exports will average 17.3 Bcf/d in the second half of 2026 (2H26) before rising to 18.7 Bcf/d in 1H27. (1 September 2026, U.S. Energy Information Administration)
Russia has almost doubled the fleet of tankers ferrying liquefied natural gas from its US-sanctioned Arctic project in less than a year, as the country pushes to boost lucrative exports of the super-chilled fuel in spite of Western restrictions. ( 1 September 2026, Rigzone)
Harvest Midstream continues to build on its commitment to Alaska, supporting new North Slope production, delivering North Slope natural gas to Interior Alaska and advancing critical infrastructure solutions designed to meet Alaska’s evolving energy needs. (1 September 2026, Must Read Alaska)
U.S. energy player Cheniere Energy has reached substantial completion at the third stage of its liquefied natural gas (LNG) project in Texas and exported its 5,000th LNG cargo, marking a major expansion of its U.S. liquefaction capacity and a decade of rapid growth in the global LNG market. (31 August 2026, Offshore Energy)
QatarEnergy Extends Force Majeure for LNG Consignments to Italy: The latest delay in shipments means Italy is losing out on LNG consignments because of the U.S. campaign in the Middle East. Italy is among the largest consumers of natural gas in the European Union. (31 August 2026, Industrial Info Resources)
TotalEnergies completes Arctic LNG 2 exit: TotalEnergies finalized the sale of its 10% interest in Russia's Arctic LNG 2 project a Novatek subsidiary, ending its direct involvement amid ongoing sanctions and geopolitical tensions. (29 August 2026, Oil & Gas Journal)
San Matías Pipeline secures $900 million for Vaca Muerta-to-LNG gas pipeline: San Matías Pipeline has closed a $900-million loan to finance construction of a gas pipeline to carry natural gas from Argentina's Vaca Muerta formation to the floating liquefaction units Southern Energy plans to deploy off the coast of Río Negro. (29 August 2026, Oil & Gas Journal)
Qatar Extends Force Majeure as Hormuz Crisis Still Blocks LNG Traffic: Qatar’s state-owned QatarEnergy has extended by several weeks its force majeure on LNG deliveries to customers as the LNG flows at the Strait of Hormuz remained blocked despite increased oil flows. (28 August 2026, OilPrice.com)
Gas Prices in Asia and Europe Jump as Qatar Extends LNG Force Majeure: Natural gas prices in Asia and Europe jumped on Friday as the market digested reports that Qatar has extended the force majeure on its LNG deliveries into November amid still blocked transits through the Strait of Hormuz. (28 August 2026, OilPrice.com)
Brazil’s national oil company is exploring the prospect of exporting liquefied natural gas from its giant offshore fields as demand for the fuel surges in Asia and elsewhere. (28 August 2026, Rigzone)
Egypt’s gas sector is running short of domestic gas just as Cyprus prepares to become a producer. The recently approved Cronos project offshore Cyprus (expected to deliver up to 2.8 million tonnes per year of LNG from 2028) offers a three-way bargain. Cyprus gains an export route it cannot economically build alone; Egypt secures feedstock for infrastructure increasingly constrained by falling domestic production, and Europe gains another non-Russian source. (27 August 2026, OilPrice.com)
TotalEnergies Exits Arctic LNG 2: TotalEnergies SE said Thursday it had completed the transfer of its impaired 10 percent stake in Russia's Arctic LNG 2 project to PAO Novatek. (27 August 2026, Rigzone)
Europe is heading for the winter with one of the lowest levels of gas in storage in the past two decades as the war in the Middle East crippled LNG supply from Qatar, sent gas and LNG prices in Europe and Asia skyrocketing, and intensified competition for the shrunk pool of readily available global LNG cargoes. (27 August 2026, OilPrice.com)
French oil and gas supermajor TotalEnergies has completed the transfer of its 10% stake in the Arctic LNG 2 to operator Novatek, ending its participation in the sanctioned Russian export project. (27 August 2026, OilPrice.com)
BP’s 11.4 million tonnes per annum Tangguh LNG project in Indonesia’s West Papua province has declared a state of emergency because of wildfires in the surrounding area, according to Indonesia's upstream regulator SKK Migas. (26 August 2026, Upstream Online)
Qatar Loses $24 Billion as LNG Exports Collapse 96%: Six months since the Iran war crippled Qatar’s LNG exports via the Strait of Hormuz, the world’s second-largest liquefied natural gas exporter has lost $24 billion in sales as exports tumbled by as much as 96%, Reuters calculations showed on Wednesday. (26 August 2026, OilPrice.com)
Equinor considers putting more wind into East Africa LNG sails: The major $42bn Lindi facility, earmarked for Tanzania’s southern coast, could produce 10 million tonnes per annum (mtpa) with two liquefaction trains supplying global markets. (26 August 2026, Gas World)
Perenco Oil and Gas Gabon in 2023 took final investment decision on the 0.7-million tpy LNG plant at the Cap Lopez oil terminal. In addition to LNG, the plant will produce 20,000 tpy of butane. (25 Augst 2026, Oil & Gas Journal)
JPMorgan and Santander Lead $15 Billion Financing Push for Argentina LNG: JP Morgan and Santander will lead a fundraising operation for Argentina LNG, Bloomberg has reported, citing unnamed sources who said the total could reach $15 billion. One of these told the publication the companies involved in the project aimed to make a final investment decision by November. (25 August 2026, OilPrice.com)
Cap Lopez LNG project in Gabon moves closer to completion: Perenco-sister company Dixstone Lower Gulf FZCO is converting the 141,000-cu m LNG carrier Bayelsa into a floating storage unit (FSU) for use at the company’s Gabon liquefaction project. The vessel, temporarily dubbed FSU LNG Cap Lopez, is being converted at Drydocks World Dubai, with Lloyd’s Register providing classification and technical assurance. (25 August 2026, Oil & Gas Journal)
Iran war makes multibillion-dollar Tanzania LNG more attractive, Equinor says: The disruption to energy flows in the Strait of Hormuz is making it more attractive for Equinor (EQNR.OL), opens new tab to develop a long-stalled liquefied natural gas export plant in Tanzania, the Norwegian company said on Tuesday. (25 August 2026, Reuters)
WATCH: $17.5B US Gulf Coast LNG project taking shape as Woodside pushes toward 2029 start-up: The Louisiana LNG project on the U.S. Gulf Coast was 28% complete at the end of the second quarter of 2026, as buildout activities gather pace toward first LNG cargo in 2029. Located in Calcasieu Parish, Louisiana, between Houston and New Orleans, the project constitutes a $17.5 billion investment. (24 August 2026, Offshore Energy)
US LNG Export Capacity Poised to Enter Next Wave of Growth: Another wave of US LNG export projects is close to coming online as the last continues ramping up, with new facilities on track to add nearly 8 Bcf/d between 2027 and the first half of 2028. (21 August 2026, Natural Gas Intelligence)
The offshore sector is exploring repeatable floating production designs that can improve schedule certainty, capex predictability and project delivery confidence. (21 Augsut 2026, Offshre Mag)
Decision on $20b Papua LNG project due by year-end: A final decision on a long-delayed $20 billion gas project in Papua New Guinea will be made by the end of the year, one of the companies involved in the massive venture says. (19 August 2026, Michael West Media)
Hope Fades, Traders Brace for Extended Oil, LNG Squeeze: For most of the past six months, traders active on the commodity futures markets have been mostly optimistic. They have taken every statement by President Donald Trump about peace talks or victory over Iran at face value, betting on a speedy end of the war. Now, it has started to dawn on many that this is not happening. The physical squeeze is catching up with the market. (19 August 2026, OilPrice.com)
Pakistan's Power Generation Costs Jump 38% on Record Spot LNG Buys: Power generation costs in Pakistan surged by 38% in July from a year earlier as the country paid the highest spot LNG prices in four years amid the supply disruption from the Middle East. (18 August 2026, OilPrice.com)
Energía Costa Azul LNG Already Impacting Western US Natural Gas Prices, Supplies: A historic wave of natural gas demand projected for broad swaths of the country has natural gas buyers and those that serve them in western markets on edge after years of abundant and cheap supplies. (12 August 2026, Natural Gas Intelligence)
Coastal Bend LNG LLC has requested the United States Federal Energy Regulatory Commission (FERC) to begin a pre-filing review of the Texas project, thereby initiating the formal permitting process. (5 August 2026, Rigzone)
American LNG producers were unable to take advantage of a rally in global gas prices in July as maintenance and seasonally lower production kept export volumes largely unchanged from the previous month. U.S. exports of liquefied natural gas slipped to 10.48 million metric tons (MT) in July from 10.6 MT in June, according to preliminary data from financial firm LSEG. (4 August 2026, Reuters)
Sempra said it has extended the "commissioning process" for the ECA LNG project in Ensenada, Mexico, which already shipped its first cargo last month. (4 August 2026, Rigzone)
Coastal Bend LNG announced today that it has initiated the formal permitting process for its proposed liquefied natural gas (LNG) export facility along the Texas Gulf Coast. Coastal Bend LNG submitted a request to the Federal Energy Regulatory Commission (FERC) to initiate the pre-filing review and expects to file its formal application with FERC under Section 3 of the Natural Gas Act in early 2027. (4 August 2026, Business Wire)
A liquefied natural gas vessel controlled by Greek shipping company GasLog was stable after an incident while exiting the Strait of Hormuz, with everyone on board safe and accounted for, the company said. An "incident" had occurred on its Gaslog Shanghai LNG vessel on July 31, said GasLog in a statement. It did not provide details about the incident or whether the ship or its cargo had sustained any damage. (3 August 2026, MarineLink)
The US said it had no role in redirecting the first Qatari liquefied natural gas shipment to transit the Strait of Hormuz in more than three weeks, according to Bloomberg. The Al Areesh, which had been idling in the Persian Gulf since loading at Qatar’s Ras Laffan export terminal in early July, transited the waterway early Thursday with its transponders switched on and was signaling Pakistan as its destination. (2 August 2026, The News, Pakistan)
A Bermuda-flagged tanker transiting the Strait of Hormuz was struck by missiles overnight Saturday, while embassies in the region urged Americans to leave the Middle East ahead of a massive US and Israeli attack expected to target Iran’s energy infrastructure. The Gaslog Shanghai LNG ship, which was carrying liquefied natural gas, sustained damage to its engine room, rendering it inoperable off the Omani coast, Bloomberg reported, citing security intelligence sources. (1 August 2026, New York Post)
Japan’s biggest buyer of liquefied gas has told media it has secured enough supplies until October and there is no risk of summer shortages during peak air-conditioning demand, Channel News Asia has reported. (31 July 2026, OilPrice.com)
Italy became Europe’s top importer of liquefied natural gas in July as traders made use of government incentives to keep buying cargoes despite soaring prices, while neighbouring countries held back on costly purchases and allowed storage levels to lag. (31 July 2026, The Edge, Singapore)
Uniper SE and Ksi Lisims LNG LP announced Wednesday an agreement for the long-term supply of Canadian liquefied natural gas (LNG) to Germany. German power and gas utility Uniper will buy two million metric tons (about 30 terawatt hours) per annum (MMtpa) of LNG from the British Columbia project for up to 20 years on a free-on-board basis, a joint statement said. Deliveries are to start 2032. (30 July 2026, Rigzone)
QatarEnergy (QE) has bought 33 spot LNG cargoes this year from the U.S. for delivery to South Korea, Taiwan, Bangladesh, India and Japan, four trade and industry sources said, as it tried to reduce disruption to key customers after Qatari gas exports through the Strait of Hormuz were halted by the Iran war. (30 July 2026, Reuters)
Petroliam Nasional Bhd has penned an initial agreement to continue supplying liquefied natural gas (LNG) to Hokuriku Electric Power Co, the latest Japanese utility to recently tap Malaysia's national oil and gas company for LNG supply. (30 July 2026, Rigzone)
A move by QatarEnergy to send an LNG carrier through the Strait of Hormuz is drawing wide attention and spurring speculation about future shipments. The LNG carrier Al Areesh (148,786 cbm) cleared the Strait, marking the first time an LNG carrier working for Qatar has made the transit in nearly three weeks. (30 July 2026, Maritime Executive)
Eni, TotalEnergies sanction Cronos gas development offshore Cyprus. The project will connect Cyprus' Cronos gas field to Egypt's existing offshore and LNG infrastructure, creating the country's first producing gas development and targeting exports to European markets. (26 July 2026, Offshore)
Abu Dhabi National Oil Co. is pushing on with liquefied natural gas exports from its Persian Gulf plant, even as renewed hostilities in the region force producers to curb visible traffic through the Strait of Hormuz. (29 July 2026, Rigzone)
Two LNG carriers have been attacked in the Egyptian port of Damietta, which lies on the Mediterranean coast at the eastern end of the Nile Delta, in an apparent dramatic widening of the war in the region. (29 July 2026, Maritime Executive)
Woodside Energy Group Ltd., Australia’s biggest natural gas exporter, said output slumped by more than a quarter in the three months through June after a cyclone that impacted operations and planned maintenance at its Pluto export plant. Gas production fell by 27% from a year earlier in the second quarter, while total output declined 18% to 41.3 MMboe, Woodside said Wednesday in a regulatory filing. Average realized prices rose 44% in the period, as the closure of the Strait of Hormuz impacted shipments from rival liquefied natural gas producers including Qatar. (29 July 2026, World Oil)
Taiwan has suspended approximately 500,000 metric tons of liquefied natural gas purchases from Papua New Guinea every six months, removing roughly $800 million of spot-market demand after Port Moresby ordered the closure of Taipei’s representative office. (29 July 2026, OilPrice.com)
The UAE is still exporting liquefied natural gas, despite the threat of strikes in the Strait of Hormuz. According to a Bloomberg report, an ADNOC LNG tanker appeared in the Persian Gulf earlier today, successfully exiting the Strait of Hormuz, reportedly with its location devices turned off to avoid detection. (29 July 2026, OilPrice.com)
PetroChina Co. is weighing options to sell part of its shares in LNG Canada Development Inc. to help fund a planned expansion, according to people familiar with the matter. (28 July 2026, World Oil)
Some of the world’s biggest heavyweights in liquefied natural gas exports are interested in adding Cambodia to their client list as the Southeast Asian nation build sits first LNG-fueled power station. The United States, Australia, Canada, and some Southeast Asian countries are among those interested in supplying fuel for the new power plant, Cambodia’s energy minister, Keo Rottanak, told Bloomberg in an interview. (24 July 2026, OilPrice.com)
Global liquefied natural gas exports grew by about 1.2 trillion cubic feet in 2025. The United States supplied approximately 1.10 trillion cubic feet of that increase. Put another way, roughly 93% of the world’s additional LNG came from the United States. (24 July 2026, OilPrice.com)
A global fight for liquefied natural gas threatens to unravel Europe’s strategy of delaying winter purchases until the Strait of Hormuz reopens. Governments and energy companies ended last winter believing they could afford to delay rebuilding stockpiles, even as they hit the lowest levels since 2022. (24 July 2026, Financial Post)
French oil major TotalEnergies (TTEF.PA), earns about $400 million annually from selling liquefied natural gas cargoes from Russia's Yamal LNG plant, TotalEnergies' CEO told analysts on a results call on Thursday. (24 July 2026, Reuters)
The war in the Middle East has diminished the negotiating power that key regional LNG exporters Qatar and the United Arab Emirates (UAE) have enjoyed for years. Importers of LNG from Europe to Asia plan to negotiate better terms in future long-term deals and ask for lower prices and higher contract flexibility, industry executives at LNG importing companies have told Reuters. (23 July 2026, OilPrice.com)
QatarEnergy is preparing to further extend force majeure on liquefied natural gas shipments through mid-October, according to people with knowledge of the matter, in a move that would prolong the supply shock that has disrupted the global gas market amid war in the Middle East. (23 July 2026, Rigzone)
The resumption of the Iran conflict, including the effective closures of the Strait of Hormuz and now the Strait of Bab el-Mandebhas driven up natural gas prices, particularly in Europe and Asia. (22 July 2026, OilPrice.com)
The LNG market faces potential contraction in 2026 due to conflicts affecting Qatar and the UAE, but long-term growth remains strong, with capacity and demand projected to rise substantially by 2030 and 2050. (22 July 2026, Oil & Gas Journal)
ADNOC announced, in a statement posted on its website this week, that it is accelerating its integrated global gas growth strategy with a $6.2 billion (AED22.6 billion) final investment decision (FID) to develop the Umm Shaif Gas Cap in Abu Dhabi alongside its international partners. (22 July 2026, Rigzone)
The Shell PLC-led LNG Canada joint venture said it had signed an agreement allowing five First Nations neighboring the project in British Columbia to invest up to CAD 1 billion ($712.17 million) in phase 2. (20 July 2026, Rigzone)
Petroliam Nasional Bhd (Petronas) has signed a new agreement to supply about 0.84 million metric tons of liquefied natural gas (LNG) to Shizuoka Gas Co Ltd. (20 July 2026, Rigzone)
The profound growth of U.S. LNG is exceeding all expectations. That’s what Daniel Yergin, Vice Chairman of S&P Global, said in a statement sent to Rigzone recently, adding that, “what has become a $44 billion annual industry in just the last decade is now poised to be the country’s second largest net export within five years”. (20 July 2026, Rigzone)
A new study projects that, under current conditions, US feedgas demand for LNG exports is expected to double to 36 bcfd within 5 years, 25% higher than previous base case projections. (17 July 2026, Oil & Gas Journal)
Delfin's CEO, Dudley Poston, said securing manufacturing slots for critical long-lead equipment is “an important advancement in de-risking the project schedule as we work toward FID for the second vessel." (16 July 2026, Oil & Gas Journal)
US LNG developer Glenfarne has unveiled a $500mn commitment from BlackRock-backed HPS Investment Partners as the firm steps closer to a final investment decision on its proposed 4mn t/yr (530mn ft³/d) Texas LNG export terminal. (15 July 2026, Argus Media)
Global LNG trade reached a record 56.3 bcfd in 2025, with expanded US export capacity fueling most of the growth, according to the International Group of Liquefied Natural Gas Importers (GIIGNL), an industry association that tracks worldwide LNG trade. (15 July 2026, Oil & Gas Journal)
Asia's imports of liquefied natural gas (LNG) are poised to hit a six-month high in July while Europe's imports plunge to their lowest in nearly two years. While some of the strength in Asia is because of seasonal demand during the summer peak, the weakness in Europe underscores just how far the second-biggest consuming region is falling behind in building inventories for winter demand. (13 July 2026, Reuters)
The Strait of Hormuz reopened less than a month ago, but Dubai is already planning for the next closure. DP World is reportedly in talks to build a new multipurpose port and container terminal in Fujairah on the UAE's east coast, creating another shipping route that avoids Hormuz altogether. According to the Financial Times, construction could take as little as 18 months. The company has acknowledged it is pursuing diversification projects to get through future disruptions. (13 July 2026, OilPrice.com)
XRG has expanded its stake in the Rio Grande LNG project, giving the UAE a larger role in one of America's most important LNG export facilities with Washington's apparent backing. (13 July 2026, OilPrice.com)
Petronas LNG has signed a new LNG sale and purchase agreement (SPA) with Shizuoka Gas to supply approximately 0.84 million metric tonnes (mt) of LNG for seven years, commencing in 2032. (13 July 2026, Offshore Energy)
Oil and LNG tankers are back to switching off transponders when transiting the Strait of Hormuz as the latest escalation in the region and last week’s Iranian attacks on commercial ships prompted vessel operators to brave the chokepoint unobserved. (13 July 2026, OilPrice.com)
The list of large-scale energy infrastructure projects continues to grow. Rarely a day goes by without news of more data centres or power plants, plans for new or expanded airports and ports, or ambitious pipelines. Nuclear power plants are rising in stature too as the world demands clean, continuous electricity without greenhouse gases. (13 July 2026, GasWorld.com)
The European Union imported a record 9.97 million metric tons of liquefied natural gas (LNG) worth €5.96 billion (~$6.82 billion) from Russia's Yamal LNG facility in the first half of 2026, marking a 16% increase compared to the same period in 2025 as they front-loaded Russian energy supplies ahead of impending phase-out bans. Kpler data shows that European buyers absorbed over 97% of the Siberian facility's total output during the first half of the year, despite years-long efforts to overcome dependency on Russian energy. (13 July 2026, OilPrice.com)
New Zealand plans to sign a deal for its first LNG import facility before the November election, a step that could open a new destination for LNG shipping and add flexibility to the country’s power system. (12 July 2026, TankerMap)
With passage through the Strait of Hormuz uncertain, Qatar must now delay its ramp-up of LNG production. What: Qatar’s plans to ramp-up LNG production have been put on hold after a Qatari LNG tanker was struck by a missile fired by Iranian forces. (11 July 2026, Intellinews)
ADNOC Logistics & Services (ADNOC L&S) has ordered four next-generation LNG carriers valued at approximately $900 million, expanding its newbuild program to support growing global LNG demand and ADNOC's long-term gas growth strategy. The four vessels, each with a capacity of 175,000 m³, will be built by Jiangnan Shipyard in Shanghai and are scheduled for delivery in 2029. (10 July 2026, World Oil)
Close to half a dozen liquefied natural gas carriers have gone into the Strait of Hormuz in the past few days and six have exited the strait, despite the recent return to hostilities between the United States and Iran. (10 July 2026, OilPrice.com)
Abu Dhabi National Oil Co PJSC and Japan's Mitsui & Co Ltd have signed an agreement to explore potential joint projects across the energy value chain. (10 July 2026, Rigzone)
Pakistan is urgently seeking to secure a liquefied natural gas (LNG) cargo after renewed hostilities in the Strait of Hormuz disrupted supplies from Qatar, forcing the country back into the costly spot market Bloomberg reported. (9 July 2026, Business Recorder)
The Private Department of Sheikh Mohammed bin Khalid Al Nahyan (the “Private Department”) has today committed to invest $1.13bn in MidOcean Energy (“MidOcean” or the “Company”), a liquefied natural gas (LNG) company formed and managed by EIG. (7 July 2026, Business Wire)