Asia

• Thailand: Thailand is on track for a record annual plunge in power output and LNG imports due to economic slowdown and increased hydropower, with a 5.4% drop in the first seven months of 2025. This reflects reduced industrial demand and energy shifts. Source: https://www.reuters.com/sustainability/climate-energy/thailand-set-record-plunge-annual-power-output-lng-imports-2025-09-23/
• Sri Lanka: Sri Lanka has no immediate plans to import LNG from India due to lagging infrastructure, despite earlier agreements; officials cite delays in pipeline and terminal readiness. Source: https://www.reuters.com/sustainability/climate-energy/sri-lanka-says-no-immediate-lng-imports-india-infrastructure-lags-2025-09-23/
• India: Natural gas import bill down 11% in April-August 2025. Source: https://www.financialexpress.com/policy/economy-natural-gas-import-bill-down-11-in-april-august-3986858/
• Japan: JERA Divests Equity Interests in Gas Plants to Tenaska, Tyr. Source: https://www.rigzone.com/news/jera_divests_equity_interests_in_gas_plants_to_tenaska_tyr-23-sep-2025-181871-article/?rss=true

Africa

• Mozambique: ExxonMobil emphasizes that security remains an essential factor for gas projects, highlighting ongoing risks in the region amid efforts to resume the $20B LNG project halted in 2021 due to terrorism. Source: https://aimnews.org/2025/09/23/security-remains-an-essential-factor-for-gas-projects-exxonmobil/

North America

• United States: Sempra has announced a $10B sale of a 45% stake in Sempra Infrastructure Partners and reached final investment decision (FID) on the $14B Port Arthur LNG Phase 2 expansion in Texas, doubling export capacity to support global energy needs. This includes two liquefaction trains and enhances U.S. LNG leadership. Source: https://www.sempra.com/newsroom/press-releases/sempra-announces-strategic-transactions-advancing-goal-building-leading-us and https://www.offshore-energy.biz/sempra-okays-14b-investment-to-double-texas-lng-projects-export-capacity/
• United States: Venture Global LNG is seeking a 15-month extension for its Plaquemines project to reach commercial service, extending the commissioning cargo window amid construction delays. Source: https://www.naturalgasintel.com/news/venture-global-seeking-extra-15-months-for-plaquemines-lng-extending-commissioning-cargo-window/
• United States: Sempra Announces Strategic Transactions Advancing Goal Of Building Leading U.S. Utility Growth Business. Source: https://menafn.com/1110098956/Sempra-Announces-Strategic-Transactions-Advancing-Goal-Of-Building-Leading-US-Utility-Growth-Business
• United States: Sempra sells $10 billion stake in infrastructure unit, greenlights Port Arthur expansion. Source: https://finance.yahoo.com/news/utility-sempra-sell-stake-infrastructure-121903532.html?guccounter=1&guce_referrer=aHR0cHM6Ly93b3JsZC5laW5uZXdzLmNvbS8&guce_referrer_sig=AQAAAHs3nYIvtNe8XbNipthWtR7NxsEhaEbRjcJU_aoinlQpUAhG0zFXoGHEmoZcaWLhJIT0e4fNI6LMOpIhAZJGTHh5epixa0_2qmfBQb5Gnm0ISOAKA8alDzh0K4h_iev6Fym6R88YPX-PeHGDl3YAbjJdfEOh_BXvkORqKBvZm_U9
• Canada: TC Energy Bets on US Even as Canada Plans LNG Expansion. Source: https://www.bloomberg.com/news/articles/2025-09-22/tc-energy-bets-on-us-even-as-canada-plans-lng-expansion
• Canada: Canada lures oil majors with LNG incentives. Source: https://www.bernama.com/en/news.php?id=2470397

South America

• Colombia: EXMAR awarded FLNG import contract for Colombia, supporting regional energy needs with floating LNG infrastructure. Source: https://www.lngindustry.com/

Europe

• European Union: The EU plans to advance its ban on Russian LNG imports to January 2027, a year earlier than previously proposed, amid pressure from the U.S. and geopolitical tensions; this is part of the 19th sanctions package targeting Russia’s energy sector. Global gas prices slid as a result. Source: https://naturalgasintel.com/news/global-gas-prices-slide-as-eu-fast-tracks-ban-on-russian-supplies-lng-recap/ and https://www.reuters.com/business/energy/eu-will-propose-banning-russian-lng-imports-by-jan-1-2027-sources-say-2025-09-19/
• Norway: Equinor starts production from Askeladd Vest field in the Barents Sea, boosting LNG exports to Europe with continued high output from Melkøya plant. Source: https://www.equinor.com/news/20250923-askeladd-vest-more-lng-for-europe
• Hungary: Hungary Refuses to Stop Russian Oil Imports. Source: https://oilprice.com/Latest-Energy-News/World-News/Hungary-Refuses-to-Stop-Russian-Oil-Imports.html

China

• China received its sixth LNG cargo from Russia’s sanctioned Arctic LNG 2 project, defying Western sanctions and highlighting deepening energy ties; the cargo discharged at Beihai terminal. Additionally, southern ports and LNG terminals are bracing for a major typhoon, disrupting operations. Source: https://www.reuters.com/business/energy/china-receives-sixth-cargo-sanctioned-russian-lng-project-2025-09-23/ and https://www.argusmedia.com/news-and-insights/latest-market-news/2734677-south-china-ports-lng-terminals-brace-for-typhoon
• China’s LNG imports dropped 18% amid demand concerns, influencing global prices. Source: https://naturalgasintel.com/news/global-gas-prices-slide-as-eu-fast-tracks-ban-on-russian-supplies-lng-recap/
• In First, Chinese Cargo Ship Docks in Sanctioned Crimean PortIn First, Chinese Cargo Ship Docks in Sanctioned Crimean Port. Source: https://www.themoscowtimes.com/2025/09/23/in-first-chinese-cargo-ship-docks-in-sanctioned-crimean-port-ft-a90597
• China’s LNG buyers sit out winter spot market amid ample supply, weak demand. Source: https://www.hellenicshippingnews.com/chinas-lng-buyers-sit-out-winter-spot-market-amid-ample-supply-weak-demand/

Russia

• Russia continues exporting LNG to China from the sanctioned Arctic LNG 2 project, with the sixth cargo arriving despite U.S. and EU sanctions; this underscores Russia’s pivot to Asian markets. The EU’s accelerated ban on Russian LNG to 2027 adds pressure. Source: https://oilprice.com/Latest-Energy-News/World-News/China-Defies-Sanctions-With-Sixth-Russian-Arctic-LNG-Cargo.html and https://www.politico.eu/article/eu-sanctions-russia-gas-banks-crypto-lng-us-president-donald-trump-war/
• Russia’s gas exports to China could rise to 150 bcm, including LNG diversions post-EU ban. Source: https://globallnghub.com/russia-gas-exports-to-china-could-increase-to-around-150bcm.html

Middle East

• Kuwait: Kuwait weighs final approval for LNG project. Source: https://www.meed.com/kuwait-weighing-final-approval-for-lng-project
• Turkey: Turkey seeks US investment and LNG cooperation. Source: https://www.dailysabah.com/business/energy/turkiye-after-investment-lng-cooperation-in-us-talks
• Oman: Oman makes strides forward in global LNG race. Source: https://www.meed.com/oman-makes-strides-forward-in-global-lng-race

Australia

• Santos has launched its $4.5B Barossa LNG project offshore northern Australia, with first gas received at the BW Opal FPSO to feed the Darwin LNG plant; this boosts export capacity amid regional demand. Source: https://oilprice.com/Latest-Energy-News/World-News/Santos-Launches-45-Billion-LNG-Project-Offshore-Australia.html
• Santos faces isolation as rivals like Australia Pacific LNG push for tougher gas rules to limit third-party producer usage for exports. Source: https://www.theaustralian.com.au/business/santos-gladstone-lng-tries-to-cool-push-for-limiting-using-thirdparty-producers-to-meet-its-lng-exports/news-story/594889ebae21ec4c568cfc04a896c2ec