Asia:

• Global LNG bunkering demand projected to double by 2030, surpassing 4 million tons by end-2025, driven by shipping emissions rules. https://www.reuters.com/business/energy/lng-demand-ships-set-least-double-by-2030-globally-2025-10-02/
• Ships hold key to Asia increasing Russian LNG imports post-EU embargo, with potential rerouting via transshipment. 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
• Pakistan: NEPRA Rebukes Power Division Over Conduct in KE Write-off Hearing. NEPRA criticized the Power Division for disorderly behavior during Karachi Electric’s write-off hearing, highlighting regulatory oversight concerns.
• Pakistan: Koto HPP-produced electricity: Pesco, Pedo sign agreement for sale.
• Pakistan: KE’s Rs50bn write-off claims: Nepra unlikely to reverse its decision.
• Pakistan: Pakistan, Tajikistan pledge early operationalization of CASA-1000 power line project.
• Malaysia: VTTI eyes Malaysia for next LNG terminal, planning floating regasification ships by end-2025. https://www.bloomberg.com/news/articles/2025-10-02/vtti-eyes-south-africa-malaysia-colombia-for-next-lng-terminal
• India: Indian LNG demand weak for FY2025-26 due to lower power generation and cheaper alternatives. https://www.energyintel.com/00000199-93ab-d9d1-afbb-9faba63e0000
• Japan: ORLEN completes first delivery of 100 million m³ LNG to Japan, marking entry into Asian markets. https://www.lngindustry.com/news/
• New Zealand: New Zealand starts procurement for LNG imports from winter 2027 to boost supply security amid declining domestic production. https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738032-new-zealand-starts-procurement-process-for-lng-imports https://t.co/SStapczynski
• Thailand: Thaioil Clean Fuel Project: Wood awarded EPCM contract for Sriracha refinery upgrade.

Africa:

• Mozambique: Eni to take FID on Coral North FLNG, valued at $7-8 billion, boosting output to 3.5 million tons/year; agreement signing in Maputo. https://africa-news-agency.com/mozambique-imminent-deal-with-eni-for-8bn-lng-project/ https://www.reuters.com/business/energy/eni-sign-fid-coral-north-project-mozambique-sources-say-2025-10-01/ https://www.ecofinagency.com/news-industry/0210-49223-oil-major-eni-nears-final-investment-decision-for-7-billion-mozambique-lng-plan https://lngjournal.com/
• Senegal: Senegal aims to start construction of new 100,000 bpd refinery next year, incorporating LNG elements for energy security. https://www.reuters.com/business/energy/senegal-aims-start-construction-new-refinery-next-year-2025-10-02/
• South Africa: ExxonMobil names South Africa priority LNG market, offering billions in imports over 10 years; VTTI plans floating regasification by end-2025. https://www.zawya.com/en/economy/africa/south-africa-named-a-priority-market-by-exxonmobil-for-lng-njf4k2xm https://www.offshore-mag.com/videos/video/55320326/video-flng-vessel-designs-evolve-to-meet-market-needs https://lngjournal.com/
• Nigeria: Nigeria’s oil output plunged 16% during brief Dangote refinery strike, impacting LNG-related infrastructure. https://www.reuters.com/sustainability/sustainable-finance-reporting/nigerias-daily-oil-output-plunged-16-during-brief-dangote-refinery-strike-2025-10-02/
• Nigeria: The Gold Star Line’s first LNG-powered containership (MV Sapphire) arrived at the Lagos Port Complex, Apapa, signaling major progress in Nigeria’s maritime sector.
• Nigeria: Shell announced new LNG projects in Nigeria, highlighting future expansion in LNG output as a key contribution to the energy industry.
• Ivory Coast: Eni Offshore Exploration: License secured for 1,130 sq miles in sedimentary basin.

North America:

• United States: US LNG exports hit record 9.4 million tons in September, with Europe taking two-thirds; Expand Energy sees capacity doubling to 28 Bcf/d by 2030. https://www.marinelink.com/news/us-lng-exports-hit-record-high-530641
• United States: Energy Transfer and EIG’s MidOcean close to finalizing LNG supply deal for Lake Charles, with EIG committing 30% costs. https://www.bloomberg.com/news/articles/2025-10-01/energy-transfer-and-eig-s-midocean-are-close-to-finalizing-us-lng-supply-deal https://t.co/tYoTVJlm
• United States: Woodside’s Louisiana LNG gains Turkish support via 15-year HOA with Botas for 1-2 million tons/year. https://www.naturalgasintel.com/news/woodsides-165-mty-louisiana-lng-project-gains-turkish-support-in-hoa/
• United States: Naftogaz to import up to 500 mcm LNG from US in 2025. https://interfax.com/newsroom/top-stories/114060/
• United States: Gulf Coast fuel oil imports at 2.5-year high amid sanctions. https://www.reuters.com/business/energy/us-gulf-coast-fuel-oil-imports-hit-25-year-high-amid-venezuelan-russian-2025-10-02/
• United States: EIG expands MidOcean LNG via 25% stake in LNG Canada. https://www.wsj.com/articles/eig-accelerates-investing-while-expanding-lng-operator-midocean-39d0b263
• United States: KKR explores $7B sale of stake in Pembina gas infrastructure. https://www.reuters.com/business/energy/kkr-explores-7-billion-sale-stake-canadas-pembina-gas-infrastructure-sources-say-2025-10-01/
• United States: ConocoPhillips is set to exit the Gumbo CCS project, which was designed to help decarbonize the Port Arthur LNG plant in Louisiana.
• United States: Garrett Armstrong advocates for Alaska’s development and his candidacy for Assembly Seat C, with energy and public service themes.
• United States: Berkshire Hathaway to Acquire OxyChem.
• Canada: Canada one of three driving global LNG surge (with US, Qatar), adding 300 bcm capacity 2025-2030. https://www.theenergymix.com/canada-one-of-3-countries-driving-global-lng-surge-iea-says/
• Canada: Federal officials interested in proposed Quebec LNG project for substantial exports. https://ca.finance.yahoo.com/news/federal-officials-were-interested-proposed-080016466.html
• Canada: Cedar LNG plans higher capacity, updating transmission line and operations amendments. https://naturalgasintel.com/news/canadas-cedar-lng-plans-for-higher-capacity-the-offtake/
• Canada: ExxonMobil’s Canadian unit to cut 20% of workforce, decentralizing operations.

South America:

• Colombia: VTTI eyes Colombia for next LNG terminal with floating regasification by end-2025. https://www.bloomberg.com/news/articles/2025-10-02/vtti-eyes-south-africa-malaysia-colombia-for-next-lng-terminal
• Brazil: Iberdrola License Extension: Pernambuco license extended to 2060; BRL 6B investments by 2029.
• Brazil: Baker Hughes/Petrobras Subsea Systems: Contract for up to 50 subsea trees to support Petrobras offshore production.
• MSC launches direct South America-Middle East shipping service, potentially aiding LNG logistics. https://www.themaritimestandard.com/msc-introduces-direct-south-america-middle-east-service/

Europe:

• No sign of EU reducing Russian LNG dependency; revenues tripled since pre-war. https://brusselssignal.eu/2025/10/no-sign-of-eu-reducing-dependency-on-russian-lng/
• EU may advance Russian LNG import ban; “esc dependency” challenging. https://www.asahi.com/articles/ASTB14QNHTB1UHBI025M.html.
• Europe can sting Putin by ditching niche Russian fuels by end-2025. https://www.reuters.com/markets/commodities/europe-can-flatter-trump-sting-putin-by-ditching-niche-russian-fuels-2025-10-02/
• Investors urge EU to uphold methane rules despite US pressure. https://t.co/lngglobal
• ConocoPhillips strengthens LNG portfolio for Europe foothold. https://www.energyintel.com/00000199-94c9-d424-a5b9-f5cf58210000
• Adriatic LNG launches Open Season 2025 for regasification capacity. https://www.lngindustry.com/news/
• France: Fluxys declares force majeure at Dunkirk LNG due to French strikes. https://www.reuters.com/sustainability/sustainable-finance-reporting/fluxys-declares-force-majeure-dunkirk-lng-terminal-2025-10-01/
• France: French Navy boards Russian shadow fleet ship, arrests 2. https://www.themoscowtimes.com/2025/10/01/french-navy-boards-russian-shadow-fleet-ship-arrests-2-a90686
• Ukraine: Naftogaz secures €300M EIB loan for winter gas, plans US LNG imports. https://www.reuters.com/business/energy/ukraines-naftogaz-gets-300-million-euro-loan-gas-purchases-winter-2025-10-01/
• Ukraine: US to share intelligence for strikes on Russian energy sites. https://www.themoscowtimes.com/2025/10/02/us-to-share-intelligence-with-kyiv-for-strikes-on-russian-energy-sites-wsj-a90693
• Hungary: Hungary’s state-owned MVM signed its longest-ever LNG supply deal with French utility Engie. This agreement is part of Hungary’s strategy to phase out Russian gas imports by 2028, strengthening energy security in alignment with EU policies.
• Belgium: At least three LNG tankers diverted from the Zeebrugge terminal due to Greenpeace activists protesting EU imports of Russian gas. This affected the supply chain in Belgium and across Europe.
• Cyprus: The Cyprus government will refund €67 million linked to a stalled LNG project back to the European Commission, assuring that the budget impact will be minimal.
• Spain: MSC’s container ship was bunkered with bio-LNG at Malaga, marking the port’s first bio-LNG operation.

China:

• Russia’s Arctic LNG 2 hits record output, exports rising to China despite sanctions threats. https://united24media.com/latest-news/russias-arctic-lng-2-hits-record-output-as-exports-to-china-rise-despite-sanctions-threats-12129
• Russia to increase LNG exports to China from Arctic LNG 2 and Sakhalin 2; serious joint progress underway. https://www.reuters.com/business/energy/russia-increase-lng-exports-china-arctic-sakhalin-energy-minister-says-2025-10-01/
• China’s September LNG imports declining for 11th month due to domestic supplies. https://www.energyconnects.com/news/gas-lng/2025/september/china-s-september-lng-imports-seen-declining-for-eleventh-month/
• China-Russia Arctic cooperation: funding enabled Yamal LNG continuity. https://www.arctictoday.com/how-to-respond-to-china-russia-cooperation-in-the-arctic-commentary/

Russia:

• Arctic LNG 2 ramps up to record levels despite sanctions, with cargoes to China; halted in Oct 2024 but resumed. https://www.themoscowtimes.com/2025/10/01/russias-arctic-lng-2-ramps-up-output-to-record-levels-bloomberg-a90690
• Sanctioned Arctic LNG plant sees record output with China flows. https://gcaptain.com/russias-sanctioned-arctic-lng-plant-sees-record-output-with-china-flows/
• Russia leads US nuclear fuel imports despite ban. https://united24media.com/latest-news/russia-leads-us-nuclear-fuel-imports-in-2024-defying-enriched-uranium-ban-12112
• Russia to Scrap Gasoline Import Tariffs, Additive Ban in Bid to Stabilize Fuel Market.

Middle East:

• Iraq: Excelerate Energy to build FLNG import terminal in Iraq. https://www.wsj.com/business/excelerate-energy-to-build-lng-import-terminal-in-iraq-be394ef0 https://splash247.com/excelerate-lines-up-iraq-flng-deal/
• Iraq: BP pushes ahead with $25bn oil project in Iraq.
• Qatar: Qatar’s gas lifeline to Germany at risk due to EU directive. https://www.dw.com/en/why-qatars-gas-lifeline-to-germany-is-at-risk/a-73460153
• Saudi Arabia: Middle East electricity demand to grow 50% by 2035; ADNOC and QatarEnergy investing heavily in LNG. https://oilprice.com/Energy/Energy-General/Middle-East-Electricity-Demand-To-Grow-50-Over-The-Next-Decade.html
• Saudi Arabia: Fuel oil imports up 31% amid Red Sea disruptions. https://www.reuters.com/business/energy/fuel-oil-demand-defies-forecasts-due-red-sea-disruptions-shadow-fleet-expansion-2025-10-02/
• Saudi Arabia: Middle East LNG export ambitions require $50B CAPEX by 2028. https://lngjournal.com/
• Saudi Arabia: Aramco signs deal to develop liquids-to-chemicals technology.
• Saudi Arabia: Aramco lowers October LPG prices as Sonatrach raises benchmarks.
• Kuwait: Contractors submit $6.35bn of bids for Kuwait oil projects.

Australia:

• Australia gas market interventions falling short; risk of shortage in southern states Q2-Q3 2026. https://www.reuters.com/sustainability/boards-policy-regulation/australia-gas-market-interventions-coming-up-short-regulator-finds-2025-10-01/
• EnerMech to deliver pre-commissioning at gas field offshore Australia from Oct 2025-April 2026. https://www.oedigital.com/news/530671-enermech-to-deliver-pre-commissioning-services-at-gas-field-off-australia
• Gladstone’s biggest coal-fired power station could close early in 2029, impacting LNG plants. https://www.theguardian.com/environment/2025/oct/01/gladstone-queensland-biggest-coal-fired-power-station-could-close-six-years-early