North America

• United States
  • Woodside breaks ground on $17.5B Louisiana LNG plant. Source: https://www.energynewsbulletin.net/operations/news-articles/4520005/woodside-breaks-ground-usd175b-louisiana-lng-plant
  • Glenfarne Energy Transition has partnered with South Korea’s POSCO International for the Alaska LNG project, involving steel supply, LNG offtake, and investment to create an Alaska-Asia LNG corridor. This advances the proposed export facility amid discussions on its feasibility, costs, and environmental impact. Source: https://www.rigzone.com/news/glenfarne_to_partner_with_koreas_posco_for_alaska_lng-15-sep-2025-181800-article/ and https://subscriber.politicopro.com/article/eenews/2025/09/15/3-questions-answered-about-alaska-lng-00557485
  • Baker Hughes’ liquefaction technology has been selected for Train 4 of the Rio Grande LNG project in Texas, supporting NextDecade’s expansion of the facility to meet growing export demands with efficient, modular tech. Source: https://www.rigzone.com/news/baker_hughes_liquefaction_tech_picked_for_rio_grande_lng_train_4-15-sep-2025-181794-article/
  • Caturus, a U.S.-based integrated natural gas and LNG company, appointed globally recognized experts including Mike Stice, Jonty Shepard, and Markus Droll to key management and board positions to focus on responsibly sourced, low-carbon LNG and midstream operations. Source: https://www.prnewswire.com/news-releases/caturus-names-globally-recognized-lng-and-midstream-energy-experts-to-key-management-and-board-positions-302555928.html
  • $15.1 billion financing in the bag for first phase of Venture Global’s $28B LNG project. Source: https://www.offshore-energy.biz/15-1-billion-financing-in-the-bag-for-first-phase-of-venture-globals-28b-lng-project/
  • New Fortress Energy (NFE) faces challenges in its LNG business model due to cooling natural gas price swings, prompting evaluations of asset sales to stabilize operations amid reduced volatility in U.S. markets. Source: https://www.naturalgasintel.com/news/cooling-natural-gas-price-swings-challenge-nfes-lng-business-model/
  • U.S. natural gas futures saw early gains as bulls attempted to build momentum, driven by rising demand and steady production, following EIA data showing inventory slips. Source: https://www.naturalgasintel.com/news/bulls-try-to-marshal-natural-gas-futures-momentum-in-early-trading/ and https://www.nasdaq.com/articles/natural-gas-slips-eia-data-what-should-investors-do-next
  • EQT Corporation is capitalizing on the surging LNG market, positioning itself as a key player in Appalachian gas production to meet export demands. Source: https://www.post-gazette.com/business/powersource/2025/09/15/liquefied-natural-gas-lng-eqt/stories/202509100093
  • Standard Chartered Delivers Landmark USD15.1 Billion Financing for Venture Global’s Phase 1 of CP2 LNG Project. Source: https://globalfintechseries.com/banking/standard-chartered-delivers-landmark-usd15-1-billion-financing-for-venture-globals-phase-1-of-cp2-lng-project/
• Canada
  • No major new announcements in the past 24 hours, but ongoing discussions highlight potential for LNG Canada expansions amid 2026 projections for increased Montney gas demand.

Europe

• Ukraine
  • Naftogaz has imported about 400 mcm of American LNG into Ukraine. Source: https://odessa-journal.com/naftogaz-has-imported-about-400-mcm-of-american-lng-into-ukraine
• Norway/France/UK
  • Knutsen Group’s ninth LNG carrier, built for Shell, has arrived, completing a series of newbuilds to enhance Shell’s global fleet for efficient LNG transport. Source: https://www.offshore-energy.biz/final-piece-in-place-knutsens-ninth-lng-carrier-for-shell-arrives/
• EU’s share of Russian LNG imports dropped to 14% in Q2 2025 from 22% in Q1 2021, amid ongoing sanctions, yet billions in trade persist via LNG despite efforts to phase out. Source: https://www.reuters.com/business/autos-transportation/us-and-europe-do-billions-trade-with-russia-despite-sanctions-2025-09-15/
• Recent LNG deals are advancing Turkey’s energy hub goals, as per experts, strengthening Europe’s diversification efforts.
• Europe’s gas storage volume exceeds 80% ahead of winter. Source: https://tass.com/economy/2016881

Asia

• India
  • Shell Energy India received environmental approval for a ₹21,600 crore expansion of its Hazira LNG terminal, boosting capacity from 6.28 MMTPA to 26.2 MMTPA with new tanks and a jetty to support growing transport fuel demand.
• South Korea
  • POSCO International partners with Glenfarne for Alaska LNG, including steel supply and offtake, signaling stronger Asia-North America ties. Source: https://www.offshore-energy.biz/alaska-asia-lng-corridor-advances-as-posco-backs-glenfarnes-project/.
  • KR advances maritime digital solutions with new partners. Source: https://www.porttechnology.org/news/kr-advances-maritime-digital-solutions-with-new-partners/
  • DNV okays HD Hyundai Mipo’s ammonia dual-fuel medium gas carrier with FWD accommodation. Source: https://www.offshore-energy.biz/dnv-okays-hd-hyundai-mipos-ammonia-dual-fuel-medium-gas-carrier-with-fwd-accommodation/
• Japan
  • Lloyd’s Register granted Approval in Principle (AiP) for a 174K cubic meter LNG carrier featuring Wind Challenger technology, promoting wind-assisted propulsion for greener shipping.
  • JERA Corporation plans to develop $2.2 billion Nghi Son LNG Power Plant. Source: https://en.vietstock.vn/2025/09/jera-corporation-plans-to-develop-22-billion-nghi-son-lng-power-plant-974-620589.htm
• Pakistan
  • Pakistan to respond to Qatar on LNG cargo deferment beyond 2030. Source: https://www.thenews.com.pk/latest/1343713-pakistan-to-respond-to-qatar-on-lng-cargo-deferment-beyond-2030
• Asian demand for U.S. LNG remains strong despite China-Russia pipeline plans, with no expected price compression from oversupply.

China

• China received its fourth LNG cargo from Russia’s sanctioned Arctic LNG 2 project, discharging at a PetroChina terminal, boosting imports despite Western sanctions and highlighting deepening energy ties. Source: https://www.reuters.com/business/energy/china-takes-fourth-cargo-sanctioned-arctic-lng-2-project-2025-09-15/ and https://oilprice.com/Latest-Energy-News/World-News/China-Boosts-Russian-Arctic-LNG-Imports-Despite-Sanctions.html
• China’s largest domestically built FLNG facility, NGUYA FLNG, sailed for deployment in Congo, Africa, for an Italian energy company’s project.

Russia

• Russia continues exporting LNG to China from the Arctic LNG 2 project despite sanctions, with the fourth cargo delivered, underscoring resilience in bilateral trade. Source: As above in China section.

Middle East

• Iraq
  • TotalEnergies launched the final phase of its $27 billion integrated energy project in Iraq, focusing on gas, solar, and water to enhance domestic supply and reduce flaring. Source: https://www.reuters.com/sustainability/boards-policy-regulation/totalenergies-launches-final-phase-27-billion-iraq-energy-project-2025-09-14/
  • The Middle East is racing to the front of the global hydrogen economy, with GCC countries leveraging ultra-low-cost renewables, world-class infrastructure, and decisive policy backing. Source: https://www.gulf-times.com/article/710773/business/qatars-new-green-hydrogen-initiatives-build-on-its-global-lng-leadership-al-attiyah-foundation

Africa

• Congo
  • China’s NGUYA FLNG facility departed for Eni’s LNG project off the Republic of Congo, marking a key deployment of Asia-built tech to African waters. Source: https://www.offshore-energy.biz/singapores-posh-on-towing-duty-from-asia-to-africa-for-enis-congo-bound-flng/.
• Shell, Galp and Petrobras team up on African exploration block. Source: https://www.offshore-energy.biz/shell-galp-and-petrobras-team-up-on-african-exploration-block/
• Nigeria, Mozambique to raise Africa’s LNG exports by 174.5% by 2034. Source: https://www.thisdaylive.com/2025/09/15/afreximbank-mdgif-sign-500m-mou-to-develop-nigerias-gas-infrastructure/

Global Developments

• LNG carrier scrapping hit an annual record early, with nearly 30% of 2025 remaining, indicating fleet modernization amid oversupply fears. Source: https://splash247.com/lng-scrapping-sets-annual-record/
• Warnings of a looming LNG supply glut persist, with Big Oil like Goldman Sachs forecasting surpluses starting 2026, potentially lowering prices and impacting producers.
• Gulf hurricane risks easing could bullishly support LNG markets by stabilizing U.S. production.