LNG
概要
LNGは、投入コストと炭素排出の両方を管理するのに役立つため、重要な原料としての位置を確立しています。重工業ユーザーによるネットゼロ目標達成の推進は、LNGの使用方法と使用場所に新たな局面をもたらしています。全体として、使用量は増加すると予想され、最も成長率の高い化石燃料になると予測されています。
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Latest LNG news
Browse the latest market moving news on the global LNG industry.
Limited prompt impact on LNG from Israel-Iran conflict
Limited prompt impact on LNG from Israel-Iran conflict
London, 13 June (Argus) — Israel has halted production at two of its major gas fields and cut pipeline exports to Egypt, but resulting LNG demand may only come later this summer when Egypt builds out its LNG import capacity. Israel's Karish and Leviathan fields have stopped production following a government order issued in the wake of Israeli airstrikes on Iran . Israel's energy ministry today said it expects the minister to declare a state of emergency in the gas sector. Pipeline exports to Egypt and Jordan have since dropped sharply, market participants said, resulting in Egypt cutting gas supply to urea plants as it prioritises gas for power generation. But Egypt has access to only one LNG import terminal at present — the 170,000m³ Hoegh Galleon floating storage and regasification unit (FSRU) at Ain Sukhna. Three carriers were holding offshore today waiting to deliver, and the terminal is importing at maximum capacity already, so Egypt cannot import more than it already is through the facility. And Jordan no longer has LNG import capacity, with the 160,000m³ Energos Eskimo having departed ahead of installation later this summer in Egypt. The FSRU at present is at a shipyard in Egypt's Ain Sukhna, unable to import LNG for either Jordan or Egypt. The gas supply cuts from Israel also come ahead of the region's peak cooling demand season. LNG demand could rise if Israeli gas supply is constrained for an extended period of time. Egypt plans to build out its LNG import terminal capacity to three FSRUs later this summer, as well as an additional temporary FSRU for summer leased from Turkey's Botas, and additional LNG import capacity would allow for stronger imports if Israeli supply remains constrained. Two of these FSRUs — the Energos Eskimo and 174,000m³ Energos Power — are at Egyptian shipyards and could be installed in the coming weeks or months. Egypt is understood to have bought at least 110 cargoes for delivery this year , which is equivalent to just under 8mn t. But the country plans to add about 18mn t/yr of LNG import capacity for its peak summer season, assuming 750mn ft³/d of regasification capacity at three FSRUs. Egypt imported 10.2bn m³, or almost 8mn t, of pipeline gas from Israel last year, according to data from the Joint Organisations Data Initiative (Jodi), meaning that with three FSRUs, Egypt has enough capacity to substitute lost Israeli volumes with LNG imports. But it remains unclear for how long Israeli gas exports will be curtailed. Iran also struck Israeli targets with missiles in early October last year , with Israel's Tamar and Leviathan fields having gone off line temporarily, although production returned after one day. Another potential impact of escalating tensions in the Middle East is disruption to shipping around the Strait of Hormuz, but LNG carriers have continued to transit the route as normal today. The tensions could compound insurance costs, adding to shipping costs from the Middle East. More than 80mn t/yr of LNG supply, mostly from Qatar, has to transit the Strait of Hormuz to reach international delivered markets. By Martin Senior Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Iran suggests upcoming nuclear talks with US are off
Iran suggests upcoming nuclear talks with US are off
Dubai, 13 June (Argus) — Nuclear negotiations between Iran and the US scheduled for Sunday, 15 June, appear to be off following the Israeli air and missile strikes on Iran in the early hours of today. The talks were formally confirmed by mediators Oman on 12 June as taking place in the Omani capital, Muscat. With the mood around the negotiations having taken a turn for the worse this past week, the new round would provide an opportunity for the sides to re-establish their demands, and re-evaluate progress. The key outstanding issue is Iran's ability to enrich uranium, and thus, retain a theoretical path to nuclear weapons. Tehran insists it should be allowed to retain its civilian nuclear enrichment program to supply fuel to nuclear power plants, while US administration officials now appear bent on allowing zero enrichment. The Israeli attacks , which came against US President Donald Trump's advice, appear to have thrown a wrench into the US' efforts to engage Iran diplomatically. Speaking on state television today, Iranian parliament's national security and foreign policy committee member Alaeddin Boroujerdi said the attacks on Iran meant the talks with the US now cannot take place. "With respect to the talks, which we entered at America's request… we were on the verge of a sixth round," he said. "But with these latest developments, I can't see a sixth round taking place." Iran's foreign ministry, which has been leading the discussions for the Iranian side, has yet to explicitly comment on the status of the talks. Neither has Oman. On the attacks, Tehran's Guardian Council, a powerful supervisory body tasked with overseeing legislation, vowed to "give a crushing and tooth-breaking response to these criminals of history in such a way that it will serve as a less on to the enemies of Islam, and the arrogant powers of the world." Iran sent a barrage of drones towards Israel, which appeared to trigger a second round of Israeli strikes on several cities, including Shiraz in the south, Tabriz in the northwest, and Kermanshah in the west. Trump calls for deal The Trump administration has said it was not involved in the Israeli strikes, and warned Iran not to retaliate against its personnel in the Middle East. But it did appear to have at least advance warning of the imminent attack, after ordering non-essential US personnel in Iraq and Israel to evacuate. Trump today again called on Iranian leaders to "make a deal" or face even more "death and destruction" from the next waves of Israeli attacks. "I gave Iran chance after chance to make a deal… but no matter how hard they tried, no matter how close they got, they just couldn't get it done," Trump said on his Truth Social media platform. "There has already been great death and destruction, but there is still time to make this slaughter, with the next already planned attacked being even more brutal, come to an end. Iran must make a deal before there is nothing left." By Nader Itayim and Bachar Halabi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Japan’s Jera signs LNG supply agreements with the US
Japan’s Jera signs LNG supply agreements with the US
Singapore, 12 June (Argus) — Japanese power producer Jera has signed multiple long-term LNG supply agreements with US partners over the past two months, to procure up to 5.5mn t/yr of LNG supply from the US over 20 years, the firm announced on 12 June. The agreements include a 2mn t/yr sales and purchase agreement (SPA) with US LNG firm NextDecade on 28 April, and a 1mn t/yr SPA with US developer Commonwealth LNG on 30 May. Jera has also signed non-binding interim agreements with Sempra Infrastructure — a subsidiary of US energy firm Sempra — for 1.5mn t/yr on 29 May, and with developer Cheniere for 1mn t/yr on 11 June. The deals offer competitive pricing and flexible contract terms. All supply will be delivered on a fob basis priced to the US' Henry Hub, allowing Jera to optimise shipping routes and respond flexibly to domestic demand and market conditions, the company said. If the four deals are considered as a single package of 5.5mn t/yr of supply, it is Jera's largest contract to date, senior managing executive officer Ryosuke Tsugaru said. The new agreements add to Jera's existing offtake contracts with the US, which include a combined 3.5mn t/yr of LNG from Texas' Freeport LNG and Louisiana's Cameron LNG, and approximately 1mn t/yr of LNG from developer Venture Global's CP2 project in Louisiana. US supplies could account for 30pc of Jera's long-term LNG portfolio in 2035, up from 10pc at present, a Jera spokesman told Argus . But Jera does not intend to increase its planned LNG handling volume of no less than 35mn t/yr up to the April 2035-March 2036 fiscal year, as some of its existing contracts are set expired in the middle of the 2030-31 fiscal year, Tsugaru said. The potential increase in Japan's US LNG procurement should help reduce the US' trade deficit with Japan, which could aid Tokyo's negotiations over import tariffs with the US administration. But Jera emphasised that neither Tokyo or Washington had requested or pressured it to sign the new supply contracts. The deals were Jera's decision to ensure stable supplies to Japan, Jera said. The Japanese government could use the US' proposed 20mn t/yr Alaska LNG export project as part of its tariff negotiations, as Alaska's proximity to Japan and its ample resources make it a promising import source for the east Asian country. Jera is waiting for more details to be announced about the project before it makes a decision on whether to step into an offtake deal, Tsugaru said. Jera dose not plan to invest in the development of the project, he added. Japan's LNG imports from the US rose by 15pc on the year to 6.34mn t in 2024. By Motoko Hasegawa and Joey Chan Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Trump brings momentum and uncertainty to US LNG
Trump brings momentum and uncertainty to US LNG
The current administration has been quick to roll out export licences, but the steel tariffs might throw a wrench in its plans, writes Tray Swanson London, 11 June (Argus) — US president Donald Trump's administration has swiftly shored up the country's LNG industry, most prominently by doling out export licences to proposed terminals. But while cutting regulatory hurdles signals policy stability and helps projects on the cusp of final investment decisions (FIDs) gain momentum in commercial negotiations, Trump's unwavering commitment to steel tariffs adds a layer of uncertainty for developers looking to spend billions on new projects. Political backing from the new administration and regulatory streamlining helped bring momentum to commercial talks. Since January, US LNG producers have signed or finalised offtake agreements totalling 10.7mn t/yr, including non-binding deals.Five LNG projects received a non-free trade agreement (FTA) permit or permit extension since January, which could make their projects more appealing in commercial talks with banks and potential offtakers. Four of them expect to reach FIDs this year. In February, Trump's Department of Energy (DOE) swiftly ended the Biden administration's year-long pause on issuing licences to export to non-FTA countries. Although the first two new licences were conditional, the DOE issued a final order for Sempra's 13.5mn t/yr Port Arthur phase 2 project on 29 May, shortly after the DOE concluded its 2024 LNG export study that was commissioned by the Biden administration to assess the impact of increased LNG exports on "the public interest". Trump's DOE found that higher exports indeed are in the public interest and hailed "a return to regular order on LNG exports". Alongside Port Arthur, Kimmeridge's 9.5mn t/yr Commonwealth LNG, Delfin's 13.2mn t/yr floating LNG terminal and Venture Global's 28mn t/yr CP2 plant have also received export approvals or extensions and are anticipated to reach FID later this year. Several other legislative measures being discussed in the Republican-dominated Congress seek to eliminate regulatory delays to LNG projects. The so-called "big, beautiful bill" includes an add-on that would automatically grant non-FTA export licences to developers that pay a $1mn fee, considering the payment to be in the public interest. One bill proposed in the Senate seeks to prevent federal courts from vacating permits that are already issued to LNG facilities, a measure that would safeguard projects from the judicial setbacks that NextDecade's Rio Grande LNG and Glenfarne's Texas LNG faced last year. And the House Energy Subcommittee on Energy will soon discuss the 1948 bill, which would eliminate altogether the requirement for DOE authorisation to export LNG, placing sole authority over LNG approvals with the Federal Energy Regulatory Commission. Steely determination But not all of Trump's policies have found a receptive audience in the LNG sector. His insistence on levying tariffs on steel and aluminium, key building materials for LNG projects, might force companies to adjust their spending plans. Unlike the reciprocal tariffs placed, revoked and still threatened on most countries, Trump has not dithered on the metals tariffs since enacting them in March. Instead, he doubled steel and aluminum duties to 50pc on 4 June — a move that, barring an exemption for industry, threatens to inflate project costs. The US Trade Representative has partly back-tracked on its proposal to require 1pc of US LNG exports be loaded on US-flagged, built and operated ships from 2028 — by shifting the duty to comply from plant operators, which under the original plan faced the threat of having their export licences revoked, to shippers. This came after the industry had criticised the measure for being hard to reconcile with the prevailing fob nature of US LNG contracts. Yet it remains difficult to envisage how even the amended proposal could work in practice. Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
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