Asia

• China: China delivered the SEA SPIRIT, a 175,000-cubic-meter LNG carrier independently designed and built in Dalian, Liaoning Province. The vessel measures 295 meters long and 46.4 meters wide, capable of transporting LNG at -163°C under normal pressure, enhancing global LNG supply chains. Typhoon Ragasa disrupted LNG deliveries along China’s southeast coast, forcing diversions and delays for at least seven vessels, with ports in Haikou and Xiuying suspending operations; minimal immediate market impact but potential demand suppression if damage persists. China-Russia gas ties show limited near-term LNG impact, with agreements unlikely to weaken Asian demand for US LNG. Source: https://www.china.org.cn/2025-09/25/content_118096434.shtml, https://pbs.twimg.com/media/G1r0YsjXkAAEk1a.jpg, https://europeangashub.com/report-presentation/china-russia-gas-ties-limited-near-term-lng-impact
• South Korea: TotalEnergies signed a long-term LNG supply deal with HD Hyundai Chemical (joint venture of HD Hyundai Oilbank and Lotte Chemical) to deliver LNG volumes starting in 2028, supporting Korea’s energy needs and TotalEnergies’ portfolio expansion. Source: https://lngprime.com/asia/totalenergies-inks-lng-supply-deal-with-south-koreas-hd-hyundai-chemical/164111/
• Japan: Woodside Energy partnered with Japan Suiso Energy (JSE) and Kansai Electric Power (KEPCO) to develop a liquefied hydrogen (LH2) supply chain between Australia and Japan, advancing low-carbon energy transitions. Source: https://lngprime.com/australia-and-oceania/woodside-inks-lh2-pact-with-japanese-duo/164221/
• India: GAIL Nagpur LNG Pipeline Delayed. Operational delays move launch to December. Read more
• India: India to Import 120 MT LNG Annually by 2030. Read more

Africa

• Ivory Coast: Eni completed the sale of a 30% stake in the Baleine offshore oil and gas project to Vitol, deepening partnerships in West Africa and expanding Vitol’s footprint; Baleine is a key development for regional energy. Source: https://www.reuters.com/business/energy/eni-sells-30-stake-ivory-coasts-baleine-project-vitol-2025-09-25/
• Mozambique: Government to launch the $7.2 billion Coral Norte LNG project in October in the Rovuma Basin’s Area 4, Mozambique’s second floating LNG initiative producing 3.55 million tons annually for 30 years, one of Africa’s largest. Source: https://clubofmozambique.com/news/mozambique-to-launch-7-2-billion-coral-norte-lng-project-in-october-292282/

North America

• United States: LNG feedgas demand ramped to 16.15 BCF/d, up 3.8 BCF/d year-over-year, driven by higher flows at Sabine Pass and Calcasieu; potential to exceed 16.8 BCF/d without maintenance at Cove Point. XRG closed acquisition of 11.7% stake in Phase 1 of Rio Grande LNG project. Plaquemines LNG hit new feed gas record at 3,435 MMcf/d, with upside to 3,600 MMcf/d after FERC clearance. Golden Pass LNG terminal nears startup, DOE approved imports for cooldown starting October. DOE Secretary Wright anticipates Alaska LNG construction within 12 months. US LNG boom faces glut risk by 2030 from new projects. Source: https://pbs.twimg.com/media/G1sZn6GXkAE1L0t.png (Celsius Energy), https://pbs.twimg.com/media/G1sOjgpXsAEhdsy.jpg (LNG Investor), https://pbs.twimg.com/media/G1rkXfdXMAA-4Qx.png (Criterion Research), https://naturalgasintel.com/news/doe-approves-golden-pass-lng-imports-as-terminal-nears-startup-the-offtake/, https://oilprice.com/Energy/Energy-General/US-LNG-Boom-Faces-Glut-Risk-by-2030.html
• Canada: Germany sees long-term business case for Canadian LNG projects, with ambassador pushing for exports to Europe, potentially via US if needed. Source: https://thelogic.co/news/germany-ambassador-matthias-luttenberg-canadian-lng/

Europe

• United Kingdom/Global: BP updated its energy outlook, postponing oil demand peak to 2030 and forecasting natural gas/LNG demand growth to 4,800 bcm by 2040 in its Current Trajectory scenario. Source: https://www.reuters.com/sustainability/boards-policy-regulation/bp-postpones-oil-demand-peak-prediction-2030-2025-2025-09-25/
• Italy: LNG imports continue to rise, with year-to-date cargoes surpassing 2024 totals, according to Snam data. Source: https://lngprime.com/europe/italian-lng-imports-continue-to-rise/164261/
• Germany: Long-term business case for Canadian LNG, with push for infrastructure to enable exports to Europe. Source: https://thelogic.co/news/germany-ambassador-matthias-luttenberg-canadian-lng/
• Bulgaria: Plans to terminate all Russian gas contracts by next year, signing profitable US LNG deals for October-November covering full needs. Source: https://pbs.twimg.com/media/G1sSapuW0AALixV.png
• Lithuania: Klaipėda LNG Terminal to Allocate 2026 Regasification Capacities. 4 TWh to be offered next year, per KN Energies. Read more

Russia

• China-Russia gas ties have limited near-term impact on LNG markets, with recent agreements unlikely to reduce Asian demand for US LNG. Source: https://europeangashub.com/report-presentation/china-russia-gas-ties-limited-near-term-lng-impact
• Russian LNG Export Forecast Lowered for 2025. Lowered by 4.3 mln tons to 35.7 mln due to sanctions and production cuts. Read more

Middle East

• Turkey: Signed 20-year deal with Mercuria for US LNG purchases, part of $50B+ goods acquisition amid Erdogan’s White House visit. Source: https://pbs.twimg.com/media/G1sCJMFW8AAJXJV.jpg (Visegrád 24), https://pbs.twimg.com/media/G1mez5QXcAAR-Jf.jpg (ET NOW)
• Oman: Oman LNG Signs Supply Deal with OQ, four-year agreement to provide natural gas liquids, starting 2026. Read more
• UAE: Adnoc’s XRG completes stake acquisition in US LNG project. Source: https://www.meed.com/adnocs-xrg-completes-stake-acquisition-in-us-lng-project
  

Australia

• Woodside Energy signed LH2 supply chain pact with Japanese firms JSE and KEPCO for exports to Japan. Source: https://lngprime.com/australia-and-oceania/woodside-inks-lh2-pact-with-japanese-duo/164221/