Asia

• Pakistan: Denmark to Launch 3-Year Strategic Energy Cooperation in Pakistan from January 2026. Read more
• Pakistan: Minister praises five new OGDC’s oil and gas discoveries in a year. Read more
• Pakistan: ECC Seeks Detailed Rail Execution Plan for Reko Diq Project by March 2026.
• Japan: Japan maintains long-term LNG contracts as an “insurance policy” amid supply waves, emphasizing strategic energy security. (Source: https://www.upstreamonline.com/lng)
• South Korea: TotalEnergies to supply LNG to South Korean firm until 2033, bolstering bilateral energy ties. (Source: https://www.offshore-energy.biz/totalenergies-to-supply-south-korean-player-with-lng-until-2033/)
• India: India Must Ramp Up LNG Imports. India may need to import 120 million tonnes of LNG annually by 2030 to meet energy transition targets; Petronet issues a warning on supply security. Source
• General Asia: Ships key to Asia increasing Russian LNG imports post-EU embargo, with potential for Yamal LNG redirection if prices competitive; logistics challenges loom. (Source: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/lng/092625-ships-hold-key-to-asia-upping-russian-lng-imports-after-eu-embargo)

Africa

• Nigeria: Linetrale LLC steps up LNG trading, winning cargoes from Nigerian National Petroleum Corp ahead of supply boom; marks entry into dominated market. (Source: https://www.bloomberg.com/news/articles/2025-09-29/nigeria-s-linetrale-steps-up-lng-trade-ahead-of-supply-boom)
• Equatorial Guinea: Boosts LNG production via Chevron Aseng agreement, positioning as leading African LNG hub; enhances output and regional influence. (Source: https://energynewsafrica.com/equatorial-guinea-boosts-lng-production-with-chevron-aseng-agreement/)
• Equatorial Guinea: Equatorial Guinea Signs $9B Offshore Blocks Deal with ConocoPhillips. A major new offshore agreement is signed for blocks B/4 and EG-27, unlocking significant gas and oil investment potential. Source
• Mozambique: Force majeure on LNG project expected to lift soon; restarts construction eyed for 2025 after insurgency pause. (Source: https://clubofmozambique.com/news/mozambique-lng-force-majeure-expected-to-be-lifted-within-days-upstream-online-reports-292457/)
• Libya: New Survey to Boost Oil Exploration. TAY Oil and Polaris hire Stryde to conduct advanced onshore seismic surveys, enhancing oil/gas exploration operations. Source

North America

• United States: Data center efficiencies ease strain but complex models demand more capacity; LNG exports rise amid domestic tightening. (Source: https://www.naturalgasintel.com/news/hungry-hungry-data-center-efficiencies-easing-strain-but-complex-models-gobbling-more-capacity/)
• United States: Argent LNG Accepted into FERC Pre-Filing Process. Argent LNG’s large Louisiana export terminal has entered the formal FERC regulatory and environmental review phase, targeting U.S. exports by 2030. Read more
• United States: ADNOC Seals Stake in Rio Grande LNG. Abu Dhabi’s ADNOC, via XRG, closed its acquisition of an 11.7% stake in NextDecade’s Rio Grande LNG project, Texas—its first U.S. gas infrastructure move and a long-term supply agreement is underway. Read more
• United States: US LNG Corridor: New Trading Points. Intercontinental Exchange (ICE) will launch two new trading points at Trinity Gas Storage in Texas to enhance price transparency for US LNG exports. Read more
• Canada: Floating LNG project seeks capacity expansion; aligns with Asia’s energy needs as reliable alternative supplier. (Source: https://www.offshore-energy.biz/canadian-floating-lng-project-seeks-capacity-expansion/)
• Mexico: Natural gas exports to Mexico up 11.6%; supports regional energy integration and US LNG pipeline receipts at 16.3 Bcf/d. (Source: https://www.eia.gov/naturalgas/weekly/)

South America

• Argentina: Argent LNG officially enters FERC pre-filing under Docket PF25-11; advances $18.4B export project in Texas ties. (Source: https://www.einpresswire.com/article/853104621/argent-lng-officially-accepted-into-ferc-pre-filing-process-under-docket-no-pf25-11)
• Brazil: LNG imports dip as prices ease; Argentina greenlights 30-year export plan boosting regional dynamics. (Source: https://naturalgasintel.com/news/latin-america-lng-prices-ease-as-imports-dip-argentina-greenlights-30-year-export-plan-latam-recap/)

Europe

• France: LNG supply disrupted by weeks-long strike; workers block discharges until salary demands met. (Source: https://www.reuters.com/business/energy/lng/)
• France: French LNG Terminal Strikes Continue. Workers at three of four French LNG terminals maintain blockades on ships due to wage disputes, cutting gas outflow and tightening local markets. Source
• Bulgaria: To end Russian gas flows to Hungary/Slovakia by 2027; accelerates EU phaseout amid US pressure. (Source: https://www.politico.eu/article/bulgaria-end-russian-gas-flows-hungary-slovakia-2027-phaseout-deadline-energy-trump/)
• General Europe: EU proposes expedited Russian LNG ban by 2027; legal risks in contracts, targets Rosneft/Gazprom. (Source: https://www.jdsupra.com/legalnews/the-eu-s-proposal-to-phase-out-russian-3975591/)
• Lithuania: KN Energies Announces 2026 LNG Regas Capacity. Klaipėda Regas terminal to auction 4 TWh regasification (four conventional cargoes) for the 2026 gas year. Source

China

• September LNG imports poised to drop 22% YoY to 5.4M tons; eleventh consecutive decline due to robust domestic/piped supplies. (Source: https://www.bloomberg.com/news/articles/2025-09-29/china-s-september-lng-imports-seen-declining-for-eleventh-month)
• Receives sixth cargo from sanctioned Russian Arctic LNG 2; highlights ongoing trade despite restrictions. (Source: https://www.reuters.com/business/energy/lng/)
• LNG purchases extend slump; impacts global markets amid inventory strength. (Source: https://gcaptain.com/chinas-september-lng-imports-seen-declining-for-eleventh-month/)

Russia

• Arctic LNG 2 cargoes head east to Asia; two tankers sail after loading sanctioned fuel. (Source: https://sg.finance.yahoo.com/news/more-cargoes-sanctioned-arctic-lng-111446402.html)
• Eyes Sakhalin-3 start in 2028; undercuts China’s LNG costs for competitive edge. (Source: https://lngjournal.com/)
• LNG volumes redirectable post-EU phaseout; logistics strain shipping amid ramp-up. (Source: https://www.energyintel.com/00000199-851d-d482-ab9d-8f3d81960000)

Middle East

• Qatar: Leads LNG exports at 77MT annually; regional ambitions require $50B CAPEX for 60MTpa addition by 2028. (Source: https://lngjournal.com/)
• Saudi Arabia: Industrial Cities Gas Distribution Pre-Qualification
  Saudi Arabia starts a pre-qualification process for gas distribution infrastructure in new industrial cities, part of its broad energy strategy. Source
• Turkey: Boosts LNG ambitions with 20-year Mercuria deal; diversifies from Russian reliance. (Source: https://subscriber.politicopro.com/article/eenews/2025/09/25/turkey-boosts-lng-trade-ambitions-with-20-year-mercuria-deal-00579051)
• Kuwait: Kuwait Targets 14.05 GW Power Generation by 2031. Kuwait aims to ramp up its total power capacity, with energy sector investments driving national development. Source
• OPEC+: OPEC+ Announces Oil Output Hike in November. OPEC+ will increase production in response to evolving market demand/supply. Source

Australia

• Government mulls tying LNG export licences to domestic supply; aims to balance local needs amid shortages. (Source: https://www.theaustralian.com.au/business/mining-energy/federal-government-examines-plan-to-link-lng-export-licences-tied-to-domestic-gas-supply/news-story/b6e2dad7626d5ca12171903680946925)
• Darwin LNG methane leak exposure sinks Santos takeover; highlights environmental risks in operations. (Source: https://esdnews.com.au/darwin-lng-methane-leak-sinks-santos-deal/)
• Woodside inks LNG supply deal with Turkey’s BOTAS; strengthens export ties. (Source: https://www.reuters.com/business/energy/australias-woodside-inks-lng-supply-deal-with-turkeys-botas-2025-09-24/)