North America

• United States:
  • TotalEnergies CEO Patrick Pouyanné warned that the aggressive US LNG expansion could lead to a global oversupply starting in 2026, as new projects like Plaquemines and Golden Pass ramp up faster than anticipated. He highlighted risks of low prices impacting returns on investments. Source: Reuters Article
  • NextDecade is expected to announce a final investment decision (FID) on the first train of its Rio Grande LNG project on Tuesday, with TotalEnergies as a key partner; this 5.5 MTPA train advances amid US export boom. Source: Reuters Article
  • US LNG developers are racing to secure investments before a global gas surplus hits in 2026, driven by 174 MTPA of new capacity under construction; projects like ExxonMobil’s Golden Pass and QatarEnergy’s North Field expansions will flood markets. Source: The Energy Mix Article
  • Gulf Coast LNG’s Train 5 nears FID after ConocoPhillips signed a 20-year offtake agreement for 0.5 MTPA, providing crucial revenue certainty for the 27 MTPA Texas project. Source: Offshore Energy Article
  • US shale gas production is peaking, with well productivity flattening and capex constraints; combined with LNG exports and data center demand, supply could tighten faster than expected, contradicting oversupply narratives. Source: Goehring & Rozencwajg Commentary
  • Monkey Island LND picks ConocoPhillips Tech. Source: https://www.rigzone.com/news/monkey_island_lng_picks_conocophillips_tech-09-sep-2025-181733-article/
  • New Fortress Energy purses talks for a gas deal with Puerto Rico. Source: https://www.rigzone.com/news/new_fortress_pursues_talks_for_gas_deal_with_puerto_rico-09-sep-2025-181736-article/
  • Exxon bullish on China’s LNG demand, eyes new markets. Source: https://finance.yahoo.com/news/exxon-bullish-chinas-lng-demand-150523492.html?guccounter=1&guce_referrer=aHR0cHM6Ly93b3JsZC5laW5uZXdzLmNvbS8&guce_referrer_sig=AQAAAB7VgIRoxYL8dN_QSap2QgB1-X2G681zeKBcyT91Rzw8h9YA8EQv5xhKNd-Z1M4jMwIxvV6GXQogj1PXGiSQhd1lhA-1pn_enIpznJYlUfLL9SnsB4u_ZjMoiMe5hzuqR2-zvNlHGZN9B1Q6hlkh2CCULMr68IhILinpY3Vwx5AP
  • Commonwealth LNG signs 20 year deal with EQT. Source: https://www.offshore-technology.com/news/commonwealth-lng-deal-with-eqt/
  • McDermott wins front-end engineering contract for Monkey Island LNG. Source: https://www.offshore-technology.com/news/mcdermott-monkey-island-lng/
  • ConocoPhillips will purchase LNG from NextDecade Rio Grande Train 5 Project. Source: https://www.worldenergynews.com/news/conocophillips-will-purchase-lng-from-nextdecade-rio-765210
• Canada:
  • Woodfibre LNG facility in Squamish reached over 50% completion, with four new specialized modules arriving at the site; the 2.1 MTPA project targets first LNG in 2027. Source: LNG Industry News
  • LNG Canada marked the safe departure of its 10th cargo from Kitimat, British Columbia, destined for global markets; the 14 MTPA facility is ramping up amid strong Asian demand. Source: LNG Industry News

Europe

• EU countries are considering an exemption for Russian LNG-related services in a proposed ban on Russian gas imports, allowing continued vessel chartering and maintenance to avoid supply disruptions. Source: Politico Pro Document
• Hungary:
  • Hungary signed a long-term natural gas supply deal with Shell, securing volumes through 2035 to enhance energy security amid diversification from Russian supplies. Source: Upstream Online Article
• Italy:
  • Italy and the US agreed to strengthen LNG ties and infrastructure investments, including potential new regasification terminals, to boost energy security and reduce reliance on Russian gas. Source: Reuters Article
• UK:
  • BP cutting more than 6000 jobs. Source: https://www.powermag.com/bp-cutting-more-than-6000-jobs-and-thousands-of-contractors-as-part-of-cost-reductions/
  • Dragon LNG launches market consultation for capacity available from 2029. Source: https://www.lngindustry.com/regasification/09092025/dragon-lng-launches-market-consultation-for-capacity-available-from-2029/
• Norway:
  • Seasystems, Stena Bulk partner to advance LNG infrastructure. Source: https://www.portseurope.com/seasystems-stena-bulk-partner-to-advance-lng-infrastructure/

Asia

• India:
  • Haldia Port awarded a 30-year license for a new floating LNG terminal, enhancing East Coast energy infrastructure with 5 MTPA import capacity to meet rising demand. Source: The Risk Global Article
  • India’s natural gas production falls 3.7% in July; LNG imports down 20%. Source: https://energy.economictimes.indiatimes.com/news/oil-and-gas/indias-natural-gas-production-plummets-37-in-july-as-lng-imports-drop-20/123776905
• Vietnam:
  • PetroVietnam Gas (PV Gas) launched a tender for 20.7 million MMBtu (about 400,000 tonnes) of LNG on a DES basis to Thi Vai terminal, closing September 24, signaling growing import needs. Source: LNG Journal
• Japan:
  • Mitsui O.S.K. Lines (MOL) received design approval for a new LNG carrier equipped with four Wind Challenger wind-assisted propulsion units, aiming to cut emissions by 10-20% on long-haul voyages. Source: Offshore Energy Article
• Pakistan:
  • Sui Northern Gas Pipelines Limited (SNGPL) cut local gas production by 300 MMCFD; a new levy will be imposed on all gas consumers, including those using private LNG imports, to equalize public-private supplies. Source: Profit Pakistan Article
• Philippines:
  • Department of Energy issued Circular DC2025-09-0013, introducing a gas aggregation mechanism for blending local and imported LNG for resale, expanding market access for investors and suppliers. Source: X Thread by Ngobz
• South Korea:
  • TotalEnergies, South Korea’s KOGAS sign 10-year LNG supply deal. Source: https://www.channelnewsasia.com/business/totalenergies-south-koreas-kogas-sign-10-year-lng-supply-deal-5339821?cid=cna_flip_070214
• Bangladesh:
  • Govt to buy Tk 1,000 crore worth of LNG. Source: https://www.thedailystar.net/business/news/govt-buy-tk-1000-crore-worth-lng-3981846
• Asian spot LNG prices remained steady last week amid muted regional demand; a potential Russia-China gas deal could reduce future LNG imports by up to one-third. Source: LNG Journal Europe’s LNG imports eased in May due to soft Chinese demand, with stagnation projected through summer. Source: Reuters Article
• Seatrium delivers low-carbon upgrades to Chevron LNG carrier. Source: https://www.lngindustry.com/small-scale-lng/09092025/seatrium-delivers-low-carbon-upgrades-to-chevron-lng-carrier/

China

• China’s LNG imports stagnated in 2023-2024 due to high domestic production and Russian pipeline supplies; spot prices averaged $13.86/MMBtu, with volatility down but above pre-crisis levels. Source: IGU World LNG Report US LNG imports to China dropped to zero in March amid trade tensions. Source: Bloomberg Opinion
• Zodiac Maritime Adds 10th LNG-Fuelled Car Carrier to Its Fleet. Source: https://shipandbunker.com/news/world/195338-zodiac-maritime-adds-10th-lng-fuelled-car-carrier-to-its-fleet

Russia

• Russia and China are advancing Power of Siberia 2 pipeline negotiations (up to 50 BCM/year), potentially displacing one-third of China’s LNG imports and reshaping global trade flows. Source: Bloomberg Article
• Arctic LNG 2 delivered its first cargo, with another tanker docking in China despite US sanctions. Source: Reuters LNG News
• KAMAZ-54901 LNG trucks will travel from Vladivostok to St. Petersburg. Source: https://www.akm.ru/eng/news/kamaz-54901-lng-trucks-will-travel-from-vladivostok-to-st-petersburg/

Middle East

• Qatar’s LNG expansion decisions, including North Field West (16 MTPA by 2026), will exacerbate global oversupply, with contracts favoring long-term Asian buyers but pressuring spot markets. Source: Columbia Energy Policy Article Middle East and North Africa (MENA) supplied about one-third of global LNG in 2023, with exports stable to Asia (65% share). Source: EIA Article
• Turkey:
  • BOTAŞ signed a 4.8 BCM LNG supply agreement with BP, bolstering winter reserves amid regional tensions. Source: 45 Ekonomi Article

Africa

• Egypt:
  • Chevron is boosting natural gas supplies to meet Egypt’s “insatiable” demand, with new upstream developments targeting 1 Bcf/d additional output to support LNG exports and domestic power. Source: Bloomberg Article Egypt seeks 40-60 LNG cargoes for summer amid energy crunch, diverting supplies from Asia. Source: Reuters
• Mozambique:
  • Technip Energies awarded preliminary engineering contract for the Coral Norte FLNG unit (3.5 MTPA), advancing ExxonMobil-led development offshore Rovuma Basin. Source: LNG Journal
• Barbados (Caribbean, Africa-adjacent):
  • Sawgrass LNG & Power secured an LNG supply contract with Barbados National Energy Company, providing 0.2 MTPA for power generation. Source: LNG Industry News

South America

• Trinidad & Tobago:
  • Atlantic LNG spot prices firmed amid risks to Russia’s Arctic LNG 2 and Panama Canal bottlenecks; mid-term bullish from India’s coal-to-gas switch by 2027. Source: X

Australia

• Australia maintained stable LNG exports at ~80 MT in 2023, second globally after US; no major disruptions, but global glut may pressure prices. Source: EIA Article Woodside Energy acquired Tellurian’s Driftwood LNG for $1.2B, integrating US assets. Source: USLNG Global News