Asia

• Pakistan: POL import bill declines by 4.65% to $2.538 bln in two months. Source: https://www.app.com.pk/business/pol-import-bill-declines-by-4-65-to-2-538-bln-in-two-months/
• Pakistan: Islamabad authorities and SNGPL to expediate gas pipeline work in G-6 and Blue Area. Source: https://www.app.com.pk/national/cda-sngpl-to-expedite-gas-pipeline-replacement-in-islamabads-g-6-and-blue-area/
• India: Essar Group’s Ultra Gas & Energy announced a Rs 900 crore investment to expand its LNG retail network from 6 to 100 outlets, focusing on clean fuel for long-haul transport and reducing emissions for commercial fleets. This positions it as India’s largest private LNG autofuel retailer, with stations across major freight corridors. Source: https://www.thehindu.com/business/Industry/essar-firm-ultra-gas-and-energy-emerges-as-major-lng-autofuel-retailer-in-india/article70079609.ece and https://www.business-standard.com/companies/news/ultra-gas-energy-invests-900cr-expand-lng-retail-network-india-125092200342_1.html
• India: UGEL becomes India’s largest private LNG autofuel retailer. Source: https://timesofindia.indiatimes.com/city/ahmedabad/ugel-becomes-indias-largest-private-lng-autofuel-retailer/articleshow/124051464.cms
• Japan: Japan: Japan sees Canada as a key LNG partner for energy security, urging nationwide commitment to exports via G7 partnerships, amid global demand growth. Source: https://x.com/TheHubCanada/status/1970133485319831822.
• LNG prices in Asia remain stable due to high supply and low demand. Source: https://gnlglobal.com/precios-del-gnl-en-asia-estables-ante-alta-oferta-y-baja-demanda/

Africa

• Liberia:TotalEnergies signs production contracts for Liberian oil blocks. Source: https://www.tradearabia.com/News/436825/TotalEnergies-signs-production-contracts-for-Liberian-oil-blocks

North America

• United States: The US LNG sector risks oversupply as export capacity doubles to 25 bcfd by 2028, potentially squeezing margins with rising domestic gas prices (Henry Hub at $3.70/MMBtu) and global glut from 2027. AI/data center demand could further pressure prices, leading to calls for export limits. Source: https://www.reuters.com/markets/commodities/us-lng-industry-risks-becoming-victim-its-own-success-2025-09-22/
• United States: US oil majors Exxon and Chevron are expanding LNG trading in Europe, following Shell/TotalEnergies’ lead, betting on LNG/gas/power surpassing oil in trading profits via portfolio optimization and market volatility. Source: https://www.baystreet.ca/articles/commodities.aspx?id=8219 and https://oilprice.com/Energy/Crude-Oil/US-Oil-Giants-Bet-Big-On-European-LNG-Trading-Strategies.html
• United States: Golar LNG mandated banks for fixed income investor meetings, signaling a potential note offering to fund operations amid global LNG growth. Source: https://www.tipranks.com/news/company-announcements/golar-lng-initiates-investor-meetings-for-potential-note-offering.
• Canada: Haisla-led Cedar LNG seeks to boost future capacity by 25% in B.C.. Source: https://www.theglobeandmail.com/business/article-haisla-nation-cedar-lng-seeks-boost-future-capacity-25-bc/

South America

• Colombia: EXMAR signed contracts to deploy a floating storage unit (FSU) on Colombia’s west coast to address natural gas shortages, partnering with Regasificadora Del Pacífico. Source: https://lngjournal.com/
• Argentina: NOV lands work on Argentina’s first FLNG project. Source: https://www.offshore-energy.biz/nov-lands-work-on-argentinas-first-flng-project/
• Bahamas: Nikkiso selected for LNG-to-power project, enhancing energy infrastructure. Source: https://www.lngindustry.com/tag/south-america-lng-news/.

Europe

• EU proposes advancing Russian LNG import ban to Jan 1, 2027 (from 2028), under US pressure via Trump comments, as part of 19th sanctions package; aims to phase out 9.5mtpa Russian exports to Asia/Europe. Source: https://www.offshore-technology.com/news/eu-russian-lng-ban-by-one-year-us-pressure/ and https://www.highnorthnews.com/en/time-turn-tap-russian-lng-says-eu-after-trump-pressure
• Surging VLCC rates propel ClarkSea Index to two-year high. Source: https://splash247.com/surging-vlcc-rates-propel-clarksea-index-to-two-year-high/
• Portugal: Molgas Energy completed first-ever LNG bunkering at Port of Leixões (Porto), supplying a vessel with LNG as marine fuel to promote cleaner shipping. Source: https://www.manifoldtimes.com/news/molgas-energy-completes-first-lng-bunkering-operation-at-port-of-leixoes-in-portugal/.
• Ukraine: Naftogaz attracts additional UAH 2.4 bln from Ukreximbank. Source: https://en.interfax.com.ua/news/economic/1106531.html
• Turkey: Lifts 2018 tariffs on US goods to restart relations. Source: https://www.cryptopolitan.com/turkey-removes-tariffs-on-u-s-goods/
• UK: Snam Eyes Gas Storage Facility offshore UK. Source: https://www.rigzone.com/news/wire/snam_eyes_gas_storage_facility_offshore_uk-22-sep-2025-181859-article/

Russia

• Russia: Russia’s Jan-Aug 2025 LNG exports hit 18.8mt, with 9.5mt to Asia; EU ban proposal could redirect flows, softening Asian spot prices. Source: https://www.reuters.com/business/energy/russias-lng-exports-by-destinations-volumes-2025-09-19/

Middle East

• Region-wide: IEA forecasts record LNG capacity reshaping markets by 2030, with Middle East (Qatar, UAE, Oman) adding 60mtpa by 2028, requiring $50bn+ CAPEX; global supply up 300bcm. Source: https://www.oilandgasmiddleeast.com/news/iea-record-lng-gas-markets-2030.
• Qatar: Qatar’s LNG marketing strategy key to global glut depth; ambitions require $50B CAPEX for 60 mtpa addition by 2028; signs deals amid expansion. Source: https://www.oilandgasmiddleeast.com/news/iea-record-lng-gas-markets-2030.
• UAE: ADNOC’s M&A setbacks hinder global expansion; signed LNG deal with China’s CNOOC. Source: https://www.bloomberg.com/news/newsletters/2025-09-22/adnoc-s-stumbles-in-global-dealmaking-hinder-quest-to-expand-influence.
• Iraq: Baker Hughes signs Iraq oil and gas deals. Source: https://www.meed.com/baker-hughes-signs-iraq-oil-and-gas-deals
• Iraq: Iraq’s Gas Deal Through Iran Blocked by U.S. Source: https://energynewsbeat.co/iraqs-gas-deal-through-iran-blocked-by-u-s/
• Kuwait: Kuwait’s oil production capacity reaches 3.2mln barrels a day. Source: https://www.zawya.com/en/business/commodities/kuwaits-oil-production-capacity-reaches-32mln-barrels-a-day-n1db2cx5

Australia

• FPSO receives first gas at Santos landmark project. Source: https://www.upstreamonline.com/field-development/fpso-receives-first-gas-at-santos-landmark-project/2-1-1874819
• Barossa Field Ready to Feed Darwin LNG. Source: https://www.rigzone.com/news/barossa_field_ready_to_feed_darwin_lng-22-sep-2025-181857-article/?rss=true
• Darwin LNG methane leak revelations scuttled $19B Santos takeover. Source: https://www.abc.net.au/news/2025-09-20/abc-report-helped-scuttle-abu-dhabi-santos-takeover/105792998.