North America

• Canada:
  • The Ksi Lisims LNG project, a proposed 12 million tonnes per annum (Mtpa) export terminal on British Columbia’s northwest Pacific coast, received environmental approvals from both federal and provincial governments following a substituted impact assessment. Developed by the Nisga’a Nation, Rockies LNG, and Western LNG, it requires 1.6 billion cubic feet per day (Bcf/d) of natural gas and could boost Canada’s LNG exports significantly, with final investment decision (FID) imminent; however, concerns arise over climate impacts, including initial fossil fuel use for operations leading to significant adverse effects. Source: https://www.naturalgasintel.com/news/us-building-confidence-as-worlds-most-reliable-lng-supplier-says-doe-chief/ and https://thenarwhal.ca/ksi-lisims-lng-climate-impacts/.
  • Additionally, Enbridge criticized policy uncertainties in an open letter amid discussions on LNG expansion, while stocks like Tourmaline Oil and ARC Resources are poised to benefit from renewed investor interest in Canadian LNG. Source: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-dare-to-dream-about-the-future-of-lng-in-canada/.
• United States:
  • U.S. Energy Secretary Chris Wright emphasized the U.S. building confidence as the world’s most reliable LNG supplier, with exports set to double amid robust demand from Europe and Asia. Source: https://www.naturalgasintel.com/news/us-building-confidence-as-worlds-most-reliable-lng-supplier-says-doe-chief/
  • Natural gas futures rose due to increased power burns and lower production. Source: https://www.naturalgasintel.com/news/natural-gas-futures-inching-upward-amid-robust-power-burns-lower-production/.
  • TotalEnergies reached FID on Rio Grande LNG Train 4 in Texas, taking a 10% stake and 1.5 Mtpa offtake, adding to the project’s 32.8 Mtpa capacity across sites. Source: https://www.energyconnects.com/news/gas-lng/2025/september/totalenergies-reaches-fid-on-rio-grande-lng-train-4-with-10-stake-and-1-5-mtpa-offtake/.
  • Woodside Energy broke ground on its $17.5 billion Louisiana LNG megaproject, expecting global demand to grow 50% over the next decade. Source: https://tankterminals.com/news/woodside-breaks-ground-on-17-5-billion-louisiana-lng-megaproject/.
  • Japan’s JERA is in advanced talks to acquire $1.7 billion in U.S. shale gas assets to secure feedgas for LNG. Source: https://www.reuters.com/legal/litigation/japans-jera-advanced-talks-buy-17-billion-us-shale-gas-assets-sources-say-2025-09-17/.
  • New Fortress Energy surged 42% pre-market after signing a 7-year, $4 billion LNG supply deal with Puerto Rico for up to 75 trillion Btu/year from its Altamira Fast LNG facility, reducing term, adder price, take-or-pay requirements, and exclusivity. Source: https://www.energyconnects.com/news/gas-lng/2025/september/new-fortress-energy-surges-on-revived-puerto-rico-lng-deal/.
  • The Alaska LNG project may receive Japanese funding, enhancing export prospects. Source: https://www.nippon.com/en/news/yjj2025091601009/.
• Jamaica:
  • A number of Jamaicans across the island are now without electricity due to a technical issue at the  Exelerate Energy LNG facility which supplies natural gas to some power plants. Source: https://www.jamaicaobserver.com/2025/09/16/technical-issue-lng-facility-causing-power-outages-jps/

South America

• Latin America DES LNG prices edged higher as imports hit a 2025 peak in August, driven by steady demand; Colombia advanced domestic supply plans with new gas volumes offered. Source: https://naturalgasintel.com/news/latin-america-lng-prices-edge-higher-as-imports-hit-2025-peak-in-august-latam-recap/.
• South America’s gas integration plans expanded, with representatives from five countries (including Paraguay) meeting on energy integration; Brazil’s Vaca Muerta gas could supply via LNG starting early 2026 at 1.4 billion m³/year. Source: https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2729459-south-america-s-gas-integration-plans-expand.
• Trinidad and Tobago:
  • Trinidad and Tobago’s energy sector could face growing challenges in the coming years as the global liquefied natural gas (LNG) market heads toward oversupply. Source: https://trinidadexpress.com/business/local/t-t-faces-lng-revenue-risks-amid-global-oversupply/article_d28d5ddc-929e-467f-977e-cd04044513ff.html
• Colombia:
  • SPEC LNG reaches its 150th ship-to-ship transfer operation: A milestone for Colombia’s energy security. Source: https://gnlglobal.com/spec-lng-alcanza-operacion-numero-150-de-transferencia-ship-to-ship/.

Europe

• The EU plans to accelerate phasing out Russian energy imports, with von der Leyen informing Trump. Source: https://www.dw.com/en/von-der-leyen-tells-trump-of-new-eu-plan-on-russian-energy/live-74021439
• U.S. LNG via Poland could help eliminate remaining Russian gas. Source: http://in.marketscreener.com/news/u-s-lng-flowing-via-poland-could-help-eliminate-russian-gas-from-europe-ce7d58d8db8ef122.
• TTF prices remain supported by Norwegian and Algerian maintenance, geopolitics, despite ample inventories. Source: https://www.kpler.com/blog/ample-inventories-pressure-asian-lng-prices-while-ttf-stays-supported-by-scheduled-maintenance-in-norway-and-algeria-geopolitics-remain-the-key-factor-for-swings.
• Renault Joins UECC’s Bio-LNG Shipment Programme. Source: https://shipandbunker.com/news/emea/278124-renault-joins-ueccs-bio-lng-shipment-programme
• August Sees Zero Alternative-Fuel Vessel Orders for First Time Since 2018: DNV. Source: https://shipandbunker.com/news/world/943844-august-sees-zero-alternative-fuel-vessel-orders-for-first-time-since-2018-dnv
• Europe imported over 64 bcm meters of LNG since start of summer season. Source: https://tass.com/economy/2017837

Asia

• Japan:
  • Japan’s LNG imports dropped 6.5% in August year-over-year. Source: https://lngprime.com/asia/japans-lng-imports-drop-in-august/163564/
  • JERA in advanced talks for $1.7B U.S. shale assets. Source: https://www.reuters.com/legal/litigation/japans-jera-advanced-talks-buy-17-billion-us-shale-gas-assets-sources-say-2025-09-17/.
  • Alaska LNG may receive Japanese funding. Source: https://www.nippon.com/en/news/yjj2025091601009/.
• South Korea:
  • Hanwha Ocean wins 1.9 tln-won order for 7 LNG ships from Taiwan’s YangMing. Source: https://en.yna.co.kr/view/AEN20250917002400320
  • KR granted Approval in Principle (AIP) to HD Hyundai’s LNG boil-off gas treatment system at Gastech 2025. Source: https://cyprusshippingnews.com/2025/09/17/kr-grants-aip-to-hd-hyundais-lng-boil-off-gas-treatment-system/.
  • Glenfarne signed a 20-year LNG supply deal with POSCO International for Alaska LNG. Source: https://www.reuters.com/business/energy/glenfarne-south-koreas-posco-international-sign-20-year-lng-supply-deal-2025-09-11/.
• Taiwan:
  • Higher gas load factors raised 2025 LNG demand forecast by 0.3 Mt to 23.9 Mt. Source: https://www.kpler.com/blog/ample-inventories-pressure-asian-lng-prices-while-ttf-stays-supported-by-scheduled-maintenance-in-norway-and-algeria-geopolitics-remain-the-key-factor-for-swings.
  • Taiwan’s CPC Awaits Cost Data on Alaska LNG. Source: https://www.energyintel.com/00000199-52b7-dd56-a5dd-f3ff6c420000.
• Azerbaijan:
  • Azerbaijan’s SOCAR to take over Italian oil refiner Italiana Petroli. Source: https://oc-media.org/azerbaijans-socar-to-take-over-italian-oil-refiner-italiana-petroli/

China:

• A fourth tanker from Russia’s Arctic LNG 2 discharged cargo at a Chinese port. Source: https://www.reuters.com/business/energy/lng/
• China Southern Power in talks to buy Chile’s Transelec. Source: https://www.energyconnects.com/news/utilities/2025/september/china-southern-power-is-said-in-talks-to-buy-chile-s-transelec/.
• Cheap coal hinders consumption reduction; natural gas output and consumption expected to rise in Q3-Q4. Source: https://www.energyconnects.com/news/oil/2025/september/cheap-chinese-coal-is-making-it-difficult-to-reduce-consumption/.
• PetroChina International, the trading subsidiary of state-owned PetroChina, signed several cooperation agreements during Gastech 2025, held in Milan. Source: https://www.hellenicshippingnews.com/petrochina-international-inks-multiple-lng-deals-at-milan-gastech/.
• Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050. Source: https://energynewsbeat.co/natural-gas-to-absolutely-dominate-u-s-china-and-indias-energy-mix-by-2050/.

Middle East:

• Iraq:
  • Surge in refinery revenues expected after southern expansion. Source: https://tankterminals.com/news/iraq-sees-surge-in-expanded-refinery-revenues/
  • TotalEnergies awarded gas plant construction to a Chinese contractor for $10B Gas Growth project. Source: https://www.upstreamonline.com/field-development/totalenergies-awards-iraq-gas-plant-construction-deal-to-chinese-contractor/2-1-1873055.
• Qatar:
  • Decisions on LNG expansions to impact global oversupply. Source: https://www.energypolicy.columbia.edu/publications/how-qatars-lng-decisions-will-impact-an-oversupplied-global-market/.
• Saudi Arabia:
  • Aramco Signs $11B Jafurah Deal. Source: https://www.rigzone.com/news/aramco_signs_11b_jafurah_deal-17-sep-2025-181822-article/.
• Israel:
  • Israel and Chevron Ink Pipeline Deal Raising Gas Exports to Egypt. Source: https://www.rigzone.com/news/israel_and_chevron_ink_pipeline_deal_raising_gas_exports_to_egypt-17-sep-2025-181818-article/.

Australia:

• Woodside expects LNG demand to grow 50% over the next decade; broke ground on Louisiana LNG. Source: https://www.reuters.com/business/energy/woodside-energy-expects-demand-lng-to-grow-50-over-next-decade-2025-09-15/.
• Potential supply disruptions from industrial action at LNG plants. Source: https://www.energypolicy.columbia.edu/qa-potential-supply-disruptions-from-industrial-action-at-australias-lng-plants/.
• ADNOC abandoned $187B bid for Santos. Source: https://www.ft.com/content/1036d62e-7cdc-4b27-a24c-5447d9c15f79.

Russia:

• Ukrainian attacks on Russian infrastructure lifted oil prices, impacting energy markets. Source: https://www.energyconnects.com/news/oil/2025/september/oil-holds-three-day-gain-with-focus-on-russian-supply-risks/
• EU aims to quit Russian gas within a year via U.S. LNG. Source:https://www.reuters.com/sustainability/climate-energy/eu-could-quit-russian-gas-within-year-us-energy-chief-says-2025-09-12/.
• Power of Siberia-2 pipeline could influence European markets. Source: https://eadaily.com/en/news/2025/09/16/the-power-of-siberia-2-will-play-along-with-europe-lng-producers-in-the-usa-will-have-to-sober-up.
• Russia’s Trade Representation To Be Official Partner Of 9Th LNG India Summit 2025. Source: https://menafn.com/1110067637/Russias-Trade-Representation-To-Be-Official-Partner-Of-9Th-LNG-India-Summit-2025.
• Slovakia Resists Pressure to Quickly Halt Russian Energy. Source: https://www.rigzone.com/news/wire/slovakia_resists_pressure_to_quickly_halt_russian_energy-17-sep-2025-181825-article/.
• Secret Talks Hint at Exxon’s Re-entry into Russia’s Sakhalin 1 Oil Project. Source: https://energynewsbeat.co/secret-talks-hint-at-exxons-re-entry-into-russias-sakhalin-1-oil-project/.

Africa

• PIL’s latest 8,200 TEU LNG dual-fuel boxship named in Ghana. Source: https://www.offshore-energy.biz/pils-latest-8200-teu-lng-dual-fuel-boxship-named-in-ghana/