North America
United States
- The U.S. Department of Energy granted Lake Charles LNG an extension until December 31, 2031, to commence non-FTA exports, allowing up to 2.33 billion cubic feet per day (bcfd) of natural gas as LNG.
- U.S. LNG exports are projected to surge by roughly 10% annually through 2030, doubling production capacity and boosting shale gas output in basins like Haynesville (up 41% by 2027), Permian (up 21%), and Marcellus/Utica (up 9%), driven by policy support for faster permitting.
- Excelerate Energy is planning a Caribbean natural gas supply hub leveraging surging U.S. LNG supply, despite reporting a Q2 2025 net income dip to $20.8 million.
- ConocoPhillips signed a 20-year offtake deal for 4 million tonnes per annum (mtpa) from Sempra’s Port Arthur LNG Phase 2 project, doubling its commitment and expanding its LNG portfolio amid rising global demand.
- Natural gas prices climbed 3% after a smaller-than-expected 13 billion cubic feet (Bcf) storage injection and higher LNG export flows averaging 15.8 bcfd in August, with storage projected to end the injection season above the five-year average.
- Weather outlooks slashed demand, leading to tumbling natural gas futures and cash prices, influenced by a cold front and hurricane updates.
- Europe’s imports of U.S. LNG from January through August 2025 are up 61% compared to 2024, amid rising natural gas prices despite falling consumption due to high costs and climate policies.
- LNG feedgas demand recovered to 16.2 bcfd, up 3.2 bcfd from 2024 levels, driven by stronger flows to Freeport and Cameron terminals.
- A Fifth Circuit case on Best Available Control Technology (BACT) reflects a trend in citizen opposition to Gulf Coast LNG projects.
- Additional LNG export capacity is expected in coming months with major new projects and expansions along Texas and Louisiana coasts.
Canada
- Canada’s Building Trades Unions (CBTU) highlighted accomplishments on the LNG Canada Kitimat project, noting its role in industrial development despite pipeline cost overruns.
- Global natural gas demand growth is set to accelerate in 2026 with new LNG supply from Canada among other sources, adding 40 billion cubic meters (bcm).
Bahamas
- Dredging for the Clifton LNG terminal is set to begin this month, advancing efforts to integrate LNG into New Providence’s energy mix.
Russia
- Russia’s sanctioned Arctic LNG 2 plant loaded its fifth cargo of the year, sending four tankers to Asia in search of buyers, with another loading possible soon.
- Russia eyes potential LNG exports to India, continuing to supply oil and products while exploring new markets.
- U.S.-sanctioned Russian LNG is heading to Asia, testing Washington’s resolve amid Ukraine talks.
- Discussions between the U.S. and Russia on Arctic cooperation, including LNG projects like Novatek’s LNG 2, amid growing trade and infrastructure focus.
Asia-Pacific
China
- New LNG capacity in Inner Mongolia accelerates outflows, with two plants online in 2025 lifting capacity to 47.61 million m³/day; 2024 output at 5.44 million tonnes, but a supply-demand gap could widen to ~2.8 million tonnes by 2030.
- China clinched an order for 12 LNG-powered container vessels, with an option for six more, under a charter deal with CMA CGM.
Japan and South Korea
- Asia’s imports of U.S. LNG are set to reach near-record levels in October 2025, with Japan and Korea leading demand under U.S. trade deals.
India
- Russia eyes potential LNG exports to India as part of expanding energy ties.
- Global LNG demand shows hope from India, though overall imports are down amid deflationary trends in the market.
Australia
- Woodside’s Scarborough project is expected to contribute over A$50 billion in taxes and deliver low-carbon LNG to North Asia.
Middle East and Africa
Nigeria
- Midstream and LNG leaders to speak at AEW 2025 as Africa scales up gas infrastructure; NLNG’s Train 7 project represents a $10 billion investment, boosting export capacity by 35% to 30 million tonnes.
Israel
- Israel is set to approve its largest gas supply deal to Egypt, enhancing regional energy ties.
