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This short briefing note contrasts China’s rapid expansion in low-cost solar, batteries and next-generation storage technologies with the continued build-out of Global LNG capacity, arguing that China’s “electrotech” model is reshaping energy economics for emerging markets. With solar manufacturing running beyond global demand and battery costs falling sharply, the paper suggests renewables are becoming a faster and cheaper option for […]
European gas prices remained subdued through November’s cold spell as strong LNG sendouts and steady Norwegian pipeline flows kept the market well supplied. Despite a notable pickup in storage withdrawals — around 3 bcm during the month — expectations of a global LNG glut continued to cap price momentum in the TTF benchmark. BNEF now projects end-March storage levels in […]
Global LNG activity accelerated in November 2025, with Global LNG supply growth driven by new trains, project uprates and a wave of long-term SPAs across North America, the Middle East and Asia Pacific. Key moves included progress at Alaska LNG, Rio Grande LNG, Plaquemines, Golden Pass, Ruwais LNG and multiple Canadian projects, plus fresh contracts linking US and Qatari volumes […]
Australia’s LNG sector is reassessing its strategic position as global energy demand shifts toward Asia and domestic debates intensify over pricing, supply security and climate policy. Discussions in Canberra highlight how LNG remains vital for regional energy security — particularly for Japan — while Australia works to balance export commitments with domestic affordability concerns. The Australian government’s Future Gas Strategy […]
Australian gas development is increasingly seen as critical to avoiding future supply shortfalls, with the report arguing that more investment and clearer policy are needed to unlock new fields. By expanding Australian gas output, the author says Australia can better protect domestic users from high prices while also maintaining its role as a reliable LNG exporter to key trading partners. […]
US LNG exports remained strong in September 2025, driving US net gas exports to 491.4 Bcf. Total natural gas exports reached 726.9 Bcf, with LNG accounting for 451.7 Bcf (62%) of outbound flows to 28 countries. Europe absorbed 282.4 Bcf (63%), followed by Asia (19%), Africa (12%) and Latin America/Caribbean (6%). LNG exports were up 0.1% vs August and 24.4% vs September 2024, while 93% of […]
Russian LNG now faces a full EU import ban under the 19th sanctions package, with short-term contracts ending in six months and long-term by 2027. However, practical gaps remain, as FOB cargoes can be resold outside the EU, offshore STS transfers continue, and the Yamal project itself is not sanctioned, allowing Russian LNG to keep moving globally. Russian LNG flows […]
African gas reserves are substantial, and many governments see natural gas as a catalyst for industrial growth, power generation and export revenue. But despite this resource base, most countries face major barriers to scaling production, from high development costs and slow project timelines to limited domestic demand and weak infrastructure. While Africa holds far more proven gas reserves than the […]
The report reviews recent regulatory findings and operational incidents at US LNG terminals, noting that permitting, monitoring and compliance obligations are playing a larger role as export capacity continues to expand. It outlines how agencies are increasing their oversight while operators work to address technical issues, reporting requirements and safety upgrades. Several terminals are referenced through public records covering emissions […]