Asia

• India: Minister says India will keep buying Russian oil. Source: https://www.rigzone.com/news/wire/india_will_keep_buying_russian_oil_finmin_says-05-sep-2025-181710-article/
• Japan: Japan is exploring purchases of Alaskan LNG as part of a $7 billion energy deal with the U.S., aiming to secure long-term supplies and enhance energy security. Source: https://www.reuters.com/business/energy/japan-explores-alaskan-lng-purchases-part-7-bln-energy-deal-us-japan-statement-2025-09-05/
• South Korea: Hanwha Ocean secured a $252 million contract to build one LNG carrier, boosting its orderbook amid growing demand for LNG shipping. The vessel will feature advanced technology for efficiency. Source: https://lngprime.com/asia/hanwha-ocean-scores-lng-carrier-order/162361/
• Bangladesh: LNG re-gasification nears saturation level. Source: https://thefinancialexpress.com.bd/trade/lng-re-gasification-nears-saturation-level
• Pakistan: Govt advised to delay TAPI gas intake amid LNG surplus. Source: https://www.geo.tv/latest/622053-govt-advised-to-delay-tapi-gas-intake-amid-lng-surplus
• Spot LNG shipping rates continued to decline, reflecting softer demand and increased vessel availability, with rates for Atlantic and Pacific basins dropping to $54,000 and $75,000 per day respectively. Source: https://lngprime.com/asia/spot-lng-shipping-rates-continue-to-drop/162353/

Africa

• Ongoing discussions highlight potential for 14 MTPA new capacity by 2028, though delays persist due to financial risks and production challenges in Algeria and Nigeria. Source: https://ieefa.org/resources/global-lng-outlook-2024-2028

North America

• United States: U.S. LNG exports reached a record in August, driven by Plaquemines LNG ramp-up and strong European demand; exports expected to rise further with new capacity, though oversupply risks post-2027. Source: https://oilprice.com/Energy/Natural-Gas/The-Future-Is-Bright-for-US-LNG.html
• United States: Commonwealth LNG is advancing toward FID in late 2025, with Baker Hughes supplying compressors; first production eyed for 2029, enhancing U.S. export capabilities. Source: https://gascompressionmagazine.com/2025/09/05/baker-hughes-compressors-for-commonwealth-lng/
• United States: Monkey Island LNG selected ConocoPhillips’ liquefaction technology for its Cameron Parish facility, supporting export growth. Source: https://www.offshore-energy.biz/louisiana-lng-plant-to-sport-conocophillips-liquefaction-tech/
• United States: EQT signed a 20-year deal for 1.5 MTPA LNG from NextDecade’s Rio Grande Train 5, starting in 2029, bolstering long-term supply agreements. Source: https://www.reuters.com/business/energy/eqt-buy-lng-nextdecades-rio-grande-train-5-project-20-years-2025-09-03/
• United States: Flex LNG announced a $0.75 dividend with ex-date September 5, 2025, reflecting strong Q2 performance amid stable midstream sector. Source: https://www.ainvest.com/news/flex-lng-announces-0-75-dividend-expect-dividend-date-september-5-2025-2509/
• United States: Delaware River LNG terminal proposal revived under potential Trump administration, balancing economic benefits against safety hazards. Source: https://bucksco.today/2025/09/lng-terminal-delaware-river-chester/
• United States: Midwest natural gas winter prices steady despite storage deficit threats, with LNG exports forecast to rise 25% in 2025. Source: http://www.naturalgasintel.com/news/midwest-natural-gas-winter-prices-steady-amid-threat-of-storage-deficit/
• United States: Trump’s LNG shipbuilding strategy deemed unrealistic, with no U.S.-built carrier expected by 2030 despite calls for domestic production. Source: https://www.seatrade-maritime.com/lng/trump-s-lng-shipbuilding-strategy-no-more-than-a-dream-
• Canada: Chevron expands global gas business with focus on lower carbon solutions, including potential LNG projects to meet demand. Source: https://www.chevron.com/newsroom/2025/q3/natural-gas-growth-drives-progress
• Canada: Enbridge Makes FID on Algonquin Gas Transmission Enhancement Project. Source: https://www.rigzone.com/news/enbridge_makes_fid_on_algonquin_gas_transmission_enhancement_project-05-sep-2025-181697-article/
• Canada: Woodfibre LNG price tag balloons to US $8.8 billion. Source: https://www.princegeorgepost.com/news/local-news/squamishs-woodfibre-lng-price-tag-balloons-to-us8-8-billion?itm_source=news

South America

• Regional outlook notes potential growth in Argentina’s LNG exports with new FIDs like Southern Energy FLNG. Source: https://www.iea.org/data-and-statistics/data-tools/global-lng-capacity-tracker

Europe

• Netherlands: Dutch Eemshaven LNG terminal achieved a new record in imports, underscoring Europe’s growing reliance on LNG amid supply diversification. Source: https://lngprime.com/asia/spot-lng-shipping-rates-continue-to-drop/162353/ (related mention)
• France: European natural gas prices rose due to stronger LNG demand and union strikes disrupting operations, with warm weather boosting consumption. Source: https://www.wsj.com/finance/commodities-futures/european-gas-rises-on-stronger-lng-demand-french-strikes-7de1075e
• Italy: Adriatic LNG terminal resumed operations after maintenance, offering medium to long-term regasification capacity via Open Season 2025. Source: https://www.lngindustry.com/regasification/05092025/

China

• China-Russia gas pipeline deal could disrupt global LNG markets, reducing U.S. exports to Asia by prioritizing cheaper Russian supplies. Source: https://www.ft.com/content/55618830-bc86-4536-9126-e64cc15205d3

Russia

• Russia-China pipeline advancements threaten to squeeze U.S. LNG in Asia, with potential for doubled deliveries by 2030s. Source: https://www.rt.com/business/624045-gazprom-china-lng-market/

Middle East

• Qatar: Qatar’s North Field expansion on track, adding 64 MTPA by 2030, with much output uncontracted potentially oversupplying spot markets. Source: https://ieefa.org/resources/global-lng-outlook-2024-2028

Australia

• Western Australia: Shell is planning to sell its 16.67% stake in the A$34 billion North West Shelf LNG plant, valued at potentially billions, amid portfolio optimization. Source: https://www.offshore-technology.com/news/shell-sale-north-west-shelf-lng/