Global Nat Gas & LNG

JERA took delivery of its inaugural Barossa-project LNG cargo via the Sohshu Maru at the Futtsu terminal on June 12. The cargo comes from Santos-operated Barossa gas processed at Darwin LNG, replacing Bayu-Undan supply. It marks the start of regular offtake for JERA's 12.5% equity share and supports Japan's supply security. Read →

Latvenergo secured a package of roughly 1 TWh annual regasification rights at Lithuania's Klaipeda LNG terminal. The volume equals one standard LNG cargo and runs long-term through the 2030s. It was part of a broader allocation where five firms booked 71% of offered capacity. Read →

The Philippines Department of Energy said the Malampaya project will shut from June 15 to July 15 for scheduled maintenance. Gas supply to power plants will halt, forcing switches to alternative fuels. The DOE warned of tighter power reserves in Luzon during the period. Read →

German utility Uniper signed a letter of interest with Ksi Lisims LNG for up to 2 million tonnes per annum of supply from the planned British Columbia project. The deal advances long-term diversification of Uniper’s LNG portfolio away from higher-risk sources. It supports Europe’s push for secure, lower-emission Atlantic basin LNG amid ongoing global supply constraints. Read →

European benchmark TTF natural gas futures reached 50.51 EUR/MWh on June 11, gaining more than 1% intraday. The move reflects sustained pressure from Middle East geopolitical risks and the need to rebuild storage inventories ahead of winter. Prices have risen over 8% in the past month and nearly 39% year-over-year. Read →

Northeast Asian LNG spot price JKM climbed to 18.92 USD per million British thermal units. The gain tracks firmer regional demand and competition for cargoes diverted from disrupted Middle East routes. JKM has increased more than 11% over the past month. Read →

Deutsche Energy Terminal confirmed Germany’s fifth floating storage and regasification unit will start operations in September. The addition expands regasification capacity to handle more spot and contracted LNG cargoes. It comes as Europe competes with Asia for flexible supplies amid tight global markets and storage refill targets. Read →

Petronas will supply Japan's JERA with 2 million metric tons of LNG per year for 20 years starting 2028 under a new long-term agreement. The deal, announced by leaders of both countries, extends a decades-long partnership and supports Japan's efforts to secure Asian LNG supplies. It bolsters global LNG trade flows from Malaysia to Northeast Asia. Read →

Three explosions hit a 1,200 mm trunk gas pipeline in Kizilyurt, Dagestan, causing a fire that emergency crews contained. The incident on a key Russian domestic line was reported by TASS citing regional authorities. Any sustained disruption could affect regional gas supply reliability in the North Caucasus. Read →

U.S. Deputy Secretary of State Christopher Landau said Washington aims to release strategic energy reserves and increase LNG and LPG sales to ASEAN nations. The move supports regional energy security and diversification amid global supply pressures. It positions U.S. exports as a key alternative supplier for Southeast Asia. Read →

ADNOC upstream CEO Musabbeh Al Kaabi said the firm is assessing Canadian upstream and LNG opportunities through its international arm XRG. Comments came at the Global Energy Show in Calgary amid Canada's push for energy development. The interest signals potential new capital inflows into North American gas and LNG projects. Read →

Morgan Stanley forecasts the Asian JKM benchmark rising to $25/MMBtu in Q3-Q4, more than 30% above the forward curve and last seen in early 2023. Hotter Asian weather and European inventory rebuilding are the key demand drivers. The outlook signals upside risks for global LNG prices amid supply constraints. Read →

The Al Daayen tanker, loaded at Ras Laffan on June 1, transited eastbound toward China per Kpler and LSEG tracking. This marks the fifth Qatari-controlled loaded exit and ninth overall since the Iran conflict began. A ballast ADNOC tanker also re-entered the strait, showing limited but ongoing traffic through the key LNG route. Read →

Adani Ports' subsidiary Adani Harbour International FZCO, in consortium with Meridian Group, secured the contract from Southern Energy S.A. via global tender. It covers marine services for Argentina's inaugural LNG export facility, marking Adani's South America entry. The deal expands Indian involvement in emerging LNG supply chains. Read →

Sempra Infrastructure announced first LNG production at the Ensenada facility as part of commissioning. Substantial completion is targeted for summer 2026, with commercial operations and long-term SPA sales to follow. The project adds new North American LNG export capacity to global markets. Read →

Delfin Midstream took a $5 billion final investment decision for Delfin FLNG 1, the first floating LNG facility in the US and largest globally, with 4.4 million tonnes per year capacity off Louisiana. The project, delayed by a pipeline explosion, secured backing from Global Infrastructure Partners (BlackRock), Mitsui O.S.K. Lines, Vitol and Diameter Capital, backed by long-term offtake deals. First production is slated for 2030, with plans for two more vessels. Read →

Singapore's Energy Market Authority secured enough replacement LNG cargoes from Australia, the US and Africa to cover Qatar supply losses through year-end, meeting 100% of needs. Qatar had supplied 10% of Singapore's power-generation gas. The city-state can resell excess if Qatari output resumes and seeks further diversified purchases. Read →

Centrica signed a 10-year deal for 50,000 MMBtu per day of Canadian natural gas starting 2029, equivalent to about five LNG cargoes annually, priced against Europe's TTF benchmark. The contract at AECO hub gives Peyto long-term exposure to LNG-linked pricing and helps Centrica optimize its global LNG portfolio. Read →

Offshore Alliance unions will escalate four-hour stoppages at Inpex's Ichthys LNG facilities in Australia to eight hours daily plus work bans starting Thursday over wages and conditions. Ichthys represents about 10% of Australia's LNG exports; the site is a key supplier amid global disruptions. Read →

Nymex natural gas settled down 3.2% at $3.229/MMBtu after advancing prior sessions on hotter weather forecasts. A below-average storage injection and South Central regional tightening provided support despite the pullback. LNG export flows remain a floor but maintenance at facilities weighed on sentiment. Read →

Serbia confirmed a three-month gas supply extension from Gazprom until late September. Energy Minister Dubravka Djedovic Handanovic highlighted stable, affordable deliveries covering up to 90% of needs. The deal follows prior extensions and efforts to diversify with Azerbaijan and Greek LNG. Read →

Eskom signed a long-term LNG supply agreement with Zululand Energy Terminal for its stalled 3,000 MW Richards Bay gas-fired project. The deal grants open access to South Africa's first LNG import terminal infrastructure. It supports the country's pivot to gas as a transitional fuel targeting 6,000 MW by decade's end. Read →

Sempra Infrastructure announced first LNG production at the ECA Phase 1 project in Ensenada, Mexico, during commissioning. The 3.25 Mt/y facility, a JV with TotalEnergies, targets substantial completion this summer and commercial operations with offtakes to TotalEnergies and Mitsui. It marks Mexico's first large-scale Pacific Coast LNG export. Read →