Asia

• Pakistan: IMF, Pakistan reach staff-level deal unlocking $1.2 billion under loan, climate programs.
• Pakistan: Pakistan’s Punjab announces Saudi Industrial City, offers 10-year tax break to potential investors.
• Pakistan: PPL announces Strategic Offshore Partnership with Turkish Petroleum Overseas Company.
• Pakistan: Pakistan Petroleum & Indus Block-C offshore farm-out milestone announced.
• Pakistan: Committee formed to appoint new Executive Director-General at Petroleum Division.
• Pakistan: Petrol prices expected to drop by Rs6.10/litre on Oct 16.
• Pakistan: China denies Pakistan rare-earth export tech reports.
• Indonesia: Inpex aims to speed up the Abadi LNG project to meet rising energy demand, with a capacity of 9.5 million tons per year. Source: https://www.bloomberg.com/news/articles/2025-10-15/inpex-says-indonesia-seeks-accelerating-abadi-lng-project
• India: Oil India completed a major pipeline project and signed a 15-year gas supply agreement with NEEPCO to enhance energy distribution in the Northeast
• India: A significant natural gas reserve was discovered 17 km off the Andaman coast, marking a new chapter in India’s energy story under PM Modi’s Samudra Manthan mission to reduce LNG imports.
• Japan: Japanese LNG buyers are enhancing cargo optimization and opting for shorter contract terms amid declining domestic demand, focusing on maximizing profits through trading. Source: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/lng/101425-japanese-lng-buyers-boost-optimization-shorter-contract-tenures-on-declining-domestic-demand
• Asia-Pacific: Spot LNG prices in Northeast Asia rose 20¢ to $10.85/MMBtu, rebounding from a 17-month low, despite weak demand; Southwest Europe prices fell. Forecasts indicate stable prices next week due to ample supply and healthy inventories. Source: https://www.energyintel.com/00000199-e141-d804-add9-e9e7066b0000
• Singapore: Singapore is shifting its LNG procurement strategy with GasCo, aiming for centralized buying to improve efficiency and security of supply. Source: https://www.energyintel.com/00000199-cc59-d804-add9-ccff52390000

Africa

• Nigeria: Shell and Sunlink Energies approved the $2B HI gas project offshore Nigeria, set to supply 350 million cubic feet/day of gas to Nigeria LNG’s Train 7 expansion at Bonny Island, boosting export capacity and aligning with Shell’s 4-5% annual LNG growth target. Production peaks at 350 MMcf/d, with FID taken and operations expected before decade’s end. Source: https://www.worldoil.com/news/2025/10/14/shell-greenlights-2-billion-gas-project-offshore-nigeria/,
• Mozambique: TotalEnergies highlighted U.S. steel tariffs as a new hurdle raising costs for the Mozambique LNG project, with restart unlikely before 2029 due to security and cost issues. Source: https://www.ecofinagency.com/news/1510-49566-u-s-steel-tariffs-are-a-new-hurdle-for-mozambique-lng-totalenergies-says
• Egypt: Egypt signed a deal for LNG shipments from Jordan, amid regional energy cooperation. Source: https://lngjournal.com/
• Egypt: Egypt unveiled a five-year strategy to boost oil and gas exploration/production, with implications for LNG exports. Source: https://www.oilandgasmiddleeast.com/news/egypt-boost-oil-gas-exploration
• Egypt: Egypt launched a $6 billion energy investment plan, including drilling 480 new exploratory oil wells to boost crude production.
• Egypt: 155,000 m³ LNG to Italy from Idku.
• Egypt: Government asks LNG suppliers to delay 20 shipments to December.
• Algeria: Algeria unveiled a $60 billion energy strategy (2025–2029) for oil, gas, and hydrogen expansion. Source: https://www.arabnews.com/node/2618825/business-economy.

North America

• United States: A Louisiana court vacated the air permit for Commonwealth LNG export terminal, citing inadequate emissions analysis, impacting Gulf Coast development. Source: https://subscriber.politicopro.com/article/eenews/2025/10/15/louisiana-court-scraps-commonwealth-lng-permit-00608098
• United States: ARM Energy reached FID on the 2.5 Bcf/d Mustang Express Pipeline to support Sempra’s Port Arthur LNG expansion near the Sabine River. Source: https://rbnenergy.com/daily-posts/blog/mustang-express-gas-pipeline-help-feed-massive-lng-growth-near-sabine-river
• United States: Harvest Midstream and Interior Gas Utility completed the first commercial LNG delivery from Alaska’s North Slope to Fairbanks, marking a milestone in regional energy supply. Source: https://lngjournal.com/
• United States: Chevron and Orlen sought to intervene in Venture Global’s Plaquemines LNG extension request, citing substantial interests in the proceeding. Source: https://lngprime.com/americas/chevron-orlen-seek-to-intervene-in-plaquemines-lng-extension-request/166345/
• United States: Improved drilling techniques are projected to boost Gulf of Mexico offshore oil output by 100,000 bpd to 1.89 million bpd in 2025; record US crude production hit 13.63 million bpd in October 2025 amid strong refinery demand.
• United States: Cenovus acquired 8.5% of MEG’s stock amid a takeover bid for the oil sands producer.
• United States: Federal shutdown impacts ripple through state oil oversight in states like North Dakota and Oklahoma.
• Alaska: Glenfarne Alaska LNG expects to meet 2026 construction target for its pipeline project. Source: https://www.alaskasnewssource.com/2025/10/15/alaska-lng-pipeline-company-expected-hit-2026-construction-target/
• Canada: Ksi Lisims LNG developer welcomed political support shifts for the industry in British Columbia. Source: https://www.theglobeandmail.com/business/article-ksi-lisims-western-lng-david-eby-tim-hodgson-david-thames-nisgaa/
• Canada: Liberty Energy increased its dividend by 13% to $0.09/share and expanded into AI-era power infrastructure via partnership with OKLO for natural gas and nuclear energy.

South America

• Colombia: Transportadora de Gas Internacional’s CEO is pushing Ecopetrol for cooperation on a natural gas import project to avert shortages, focusing on LNG infrastructure. Source: https://energynow.com/2025/10/colombia-pipeline-ceo-pushes-to-secure-lng-deal-with-ecopetrol/
• Brazil: Transportadora Associada de Gás requested authorization to connect an LNG terminal to its pipeline grid, enhancing import capabilities. Source: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/114638-brazil-s-tag-to-connect-lng-terminal-to-pipeline-grid
• Argentina: Eni and YPF advanced the Argentina LNG project with a final technical description, targeting FID for a 12 million tpy facility integrated with upstream-midstream. Source: https://petroleumaustralia.com.au/projects/eni-and-ypf-advance-argentina-lng-project/
• Venezuela: Oil output rose to 1.105 million bpd in September, marking the seventh straight monthly increase; US resumes imports under Chevron license.
• Suriname: At least 10 wells planned offshore between 2025-2027 in the Guyana-Suriname Basin, positioning Suriname as the Caribbean’s next oil & gas powerhouse.
• South America: Rising Argentine piped gas to Brazil and Chile pressured regional LNG demand in 2025, capping imports amid renewables growth. Source: https://www.energyintel.com/00000199-dde0-d804-add9-dde6dbbe0000

Europe

• France: Rhone pipeline outage will restrict LNG imports this winter, limiting southward flows from terminals like Fos and Montoir. Source: https://www.reuters.com/business/energy/rhone-pipeline-outage-limit-french-lng-imports-this-winter-2025-10-15/
• Bulgaria: Bulgargaz secured four LNG shipments (4,000,000 MWh) for winter 2025-2026 via tender, utilizing reserved capacity at Alexandroupolis terminal. Source: https://ceenergynews.com/oil-gas/bulgargaz-lng-supplies-winter/
• Ukraine: Naftogaz proposed EU strategic gas reserves using Ukrainian storage to reroute LNG post-Russian pivot. Source: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/lng/101425-naftogaz-proposes-eu-strategic-gas-reserves-employing-ukrainian-storage
• Ukraine: Naftogaz gets $347M (EIB) & $72M (Oschadbank) for gas.
• Spain: Enagas CEO stated Spain’s grid is ready for a faster Russian LNG ban by 2027 if EU advances phase-out. Source: https://www.reuters.com/business/energy/spains-gas-network-ready-faster-russian-lng-ban-ceo-says-2025-10-14/
• Belgium: Belgium imported twice as much Russian LNG this summer, up 113.5% year-over-year. Source: https://www.brusselstimes.com/1796117/belgium-imported-twice-as-much-russian-lng-this-summer
• Greece: Greece increased LNG imports 81% Jan-Sep but Russia remains top piped gas supplier. Source: https://www.energyintel.com/00000199-e2a5-d804-add9-eaa747580000
• UK: BP flagged higher upstream production but weak oil trading in Q3 2025; TotalEnergies expects higher oil production but flags LNG hit.
• UK: UK sanctions Russia’s Lukoil and Rosneft, targets shadow fleet.
• General Europe: EU TTF gas prices fell to €31.44/MWh, down 1.07%; executives urge taking Qatar’s LNG halt threat seriously over sustainability rules. Prices steady as LNG offsets demand. Source: https://tradingeconomics.com/commodity/eu-natural-gas, https://www.energyintel.com/00000199-e2ea-d804-add9-eaee8ab40000, https://www.hellenicshippingnews.com/european-prices-steady-as-lng-supply-offsets-higher-demand/

China

• China received its ninth LNG cargo from Russia’s Arctic LNG 2 despite U.S./EU sanctions; UK sanctioned a Chinese terminal receiving Russian LNG. Source: https://www.tradingview.com/news/reuters.com%2C2025:newsml_L2N3VW04G:0-china-gets-ninth-cargo-from-russia-s-arctic-lng-2-despite-sanctions/, https://www.bloomberg.com/news/articles/2025-10-15/uk-sanctions-russia-s-biggest-oil-companies-china-lng-terminal
• China’s sanctions on U.S.-linked Hanwha units seen as a warning, with minimal immediate impact but potential LNG implications. Source: https://www.reuters.com/world/asia-pacific/chinas-sanctions-against-us-linked-hanwha-units-seen-warning-gesture-analysts-2025-10-15/
• Hudong-Zhonghua delivered Cosco’s LNG carrier “Ocean Inspiration” for a charter deal with PetroChina. Source: https://lngprime.com/asia/hudong-zhonghua-delivers-coscos-lng-vessel/166401/
• Oil prices edged lower amid escalating US-China trade tensions, with Trump threatening a cooking oil embargo over China’s refusal to buy US soybeans, potentially impacting global trade; the International Energy Agency predicts a 2026 surplus of up to 4 million bpd influenced by these dynamics. Source: https://www.reuters.com/business/energy/oil-drops-investors-weigh-supply-surplus-outlook-us-china-trade-tensions-2025-10-15/

Russia

• Novatek’s gas output declined in Q3 due to dropping LNG exports, with Arctic LNG 2 deliveries to China insufficient to offset declines. Source: https://www.upstreamonline.com/lng/russian-gas-producers-output-curbed-by-drop-in-lng-exports/2-1-1885832
• Russia and Saudi Arabia discussed joint LNG, hydro, and nuclear projects. Source: https://interfax.com/newsroom/top-stories/114296/
• EU remains top buyer of Russian LNG (50% of exports), followed by China (22%) and Japan (18%) in September. Source: https://energyandcleanair.org/september-2025-monthly-analysis-of-russian-fossil-fuel-exports-and-sanctions/

Middle East

• Saudi Arabia: IMF ups 2025 GDP growth forecast to 4% on rising oil output; finance minister warns of global debt storm; minister announces national scrap metal firm amid $16B sector push.
• Kuwait: Kuwait unveiled Jazah-1 offshore gas strike, part of exploration push potentially supporting LNG. Source: https://www.energyintel.com/00000199-e2ce-dd61-abb9-ebdfd12c0000
• Iraq: Nasiriyah field increases output to 80,000 bpd; nine new wells online. Associated gas projects commence.
• UAE: EWEC awards 1.5GW Khazna solar project to Engie & Masdar.
• Middle East: Daewoo E&C is pursuing LNG contracts in Mozambique, Papua New Guinea, and Middle East, resuming operations amid global demand. Source: https://www.koreaherald.com/article/10594044

Australia

• TotalEnergies expects higher oil but flags LNG hit from planned maintenance at Ichthys LNG plant in Western Australia. Source: https://www.morningstar.com/news/dow-jones/202510151213/totalenergies-expects-boost-from-rising-production-but-warns-of-maintenance-hit-to-lng-results
• Gorgon Project continues as a key LNG exporter with carbon capture, positioning Australia globally. Source: https://www.gktoday.in/gorgon-project/
• Energy transition delays risk $75.45B electricity cost increase, impacting LNG and renewables integration. Source: https://www.upstreamonline.com/energy-transition/energy-transition-delays-in-australia-risk-75-45-billion-electricity-costs-increase/2-1-1885418
• Falcon Oil & Gas completed the three-well batch drilling 2025 campaign in Beetaloo Sub-basin.
• EDP unit wins 1.7GW solar-battery hybrid bid.