• Qatar targets LNG expansion start in 2027 as Hormuz disrupts supply — 2026-09-21
    Sep 21 2026
    Qatar's energy minister says the first train of the North Field East expansion will now start in the first half of 2027, after the prior 2026 expectation, with further trains tied to the Strait of Hormuz. Also: what a Trump-Xi meeting could mean for American LNG sales to China, a crew's unverified claim that hackers reached safety systems aboard an LNG carrier, and a Qatari cargo brought through Hormuz by arrangement with Iran. CHAPTERS 00:00 Top story 00:26 Rundown 00:58 Qatar's expansion start moves to 2027 02:23 American LNG back on the table with China 03:49 Crew alleges hack on LNG carrier 05:19 A cargo brokered through Hormuz 06:35 Quick hits 07:24 What to watch 07:58 Sign-off SOURCES • Energy Connects: Qatar’s Energy Chief Sees LNG — https://www.energyconnects.com/news/gas-lng/2026/september/qatar-s-energy-chief-sees-lng-expansion-startup-in-2027/ • BOE Report: QatarEnergy says Hormuz crisis — https://boereport.com/2026/09/20/qatarenergy-says-hormuz-crisis-may-delay-some-expansion-projects/ • Bloomberg: Qatar’s Energy Chief Sees LNG — https://www.bloomberg.com/news/articles/2026-09-20/qatar-energy-chief-al-kaabi-sees-lng-expansion-startup-in-2027 • Splash247: Crew claims hackers seized — https://splash247.com/crew-claims-hackers-seized-control-of-lng-carrier-safety-systems/ • Business Recorder: Vessels trickle through Strait — https://www.brecorder.com/news/40440462/vessels-trickle-through-strait-of-hormuz-as-mideast-tension-persists • Hellenic Shipping News: Hormuz oil flows hit 6-month — https://www.hellenicshippingnews.com/hormuz-oil-flows-hit-6-month-high-as-u-s-mine-clearance-pays-off-centcom-says/ • LNG Prime: Japan’s August LNG imports — https://lngprime.com/asia/japans-august-lng-imports-drop/197147/ • Energy Connects: Trump-Xi Talks Could Mean $6 — https://www.energyconnects.com/news/gas-lng/2026/september/trump-xi-talks-could-mean-6-billion-of-us-natural-gas-for-china/ • Energy Connects: Pakistan Secures Latest Qatar — https://www.energyconnects.com/news/gas-lng/2026/september/pakistan-secures-latest-qatar-lng-shipment-after-deal-with-iran/ • Bloomberg: Pakistan Secures Latest Qatar — https://www.bloomberg.com/news/articles/2026-09-21/pakistan-secures-latest-qatar-lng-shipment-after-deal-with-iran FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics. • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/se2jf7Hal20
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    8 mins
  • LNG ships move through Hormuz again as Asian buyers pull back — 2026-09-19
    Sep 19 2026
    At least two LNG carriers transited the Strait of Hormuz this week after months of near-total halt, while executives at Gastech in Bangkok described a winter of high prices and shrinking Asian demand. Also: an LNG carrier from Louisiana turned back after its crew reported a suspected cyberattack, and Maersk confirmed an order for 26 LNG dual-fuel container ships. CHAPTERS 00:00 Top story 00:20 Rundown 00:48 Cargoes edge back through Hormuz 02:25 Suspected cyberattack idles LNG cargo 03:51 Maersk orders 26 gas-fuelled ships 05:09 Asia's appetite is shrinking 06:31 Quick hits 07:25 What to watch 08:00 Sign-off SOURCES • gCaptain: More LNG Getting Through — https://gcaptain.com/more-lng-getting-through-hormuz-as-producers-push-for-transits/ • OilPrice.com: LNG Tankers Push Through — https://oilprice.com/Latest-Energy-News/World-News/LNG-Tankers-Push-Through-Hormuz-Again-as-Qatar-UAE-Fight-Supply-Crunch.html • Gas Outlook: Demand scenarios diverge — https://gasoutlook.com/analysis/demand-scenarios-diverge-at-gastech/ • TradeWinds: AP Moller-Maersk confirms — https://www.tradewindsnews.com/containers/ap-moller-maersk-confirms-order-for-26-large-container-ship-newbuildings/2-1-2046018 • BOE Report: US, China discuss cutting — https://boereport.com/2026/09/18/us-china-discuss-cutting-tariffs-on-us-lng-ahead-of-xi-visit/ • LNG Prime: Atlantic LNG rates continue — https://lngprime.com/asia/atlantic-lng-rates-continue-to-increase/197077/ • gCaptain: Another Tanker Suffers Failure — https://gcaptain.com/another-tanker-suffers-failure-as-crew-suspect-cyber-attack/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/j8CnuV-olqI
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    8 mins
  • Qatar's $5.8 billion repair bill meets Europe's low winter gas storage — 2026-09-18
    Sep 18 2026
    Wood Mackenzie estimates roughly $5.8 billion to repair this year's strikes on Qatar's North Field and Iran's South Pars, with about 17 percent of Qatar's LNG export capacity offline as Europe enters winter with storage near 69 percent. Also: sanctioned ships carry the last power modules toward Arctic LNG 2, LNG Canada's partners weigh a Phase 2 decision, and Commonwealth LNG's developer proposes nearly doubling planned capacity. CHAPTERS 00:00 Top story 00:21 Rundown 00:32 Market dashboard 00:42 Lost supply, empty tanks, softer Asia 02:27 Last power modules head for the Arctic 03:46 LNG Canada weighs doubling Kitimat 05:05 Commonwealth LNG plans a second build 06:18 Quick hits 07:32 What to watch 08:04 Sign-off SOURCES • Hydrocarbon Engineering: Wood Mackenzie: what next — https://www.hydrocarbonengineering.com/gas-processing/17092026/wood-mackenzie-what-next-for-qatar-iran-and-the-worlds-largest-gas-field/ • BOE Report: Global LNG prices could spike — https://boereport.com/2026/09/16/global-lng-prices-could-spike-this-winter-on-low-european-gas-stocks/ • LNG Journal: Asian LNG demand falls off — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117265-asian-lng-demand-falls-off-a-cliff-as-china-delays-restocking • gCaptain: Exclusive: Sanctioned Ships — https://gcaptain.com/exclusive-china-sends-key-arctic-lng-2-modules-to-russia-to-complete-train-2/ • Offshore Energy: Expansion move puts US LNG — https://www.offshore-energy.biz/expansion-move-puts-us-lng-project-on-path-for-almost-twofold-capacity-boost/ • LNG Industry: Caturus to nearly double — https://www.lngindustry.com/liquefaction/17092026/caturus-to-nearly-double-planned-commonwealth-lng/ • Splash247: Exmar lands 10-year Abidjan — https://splash247.com/exmar-lands-10-year-abidjan-fsru-deal/ • LNG Prime: Exmar seals Ivory Coast FSRU — https://lngprime.com/africa/exmar-seals-ivory-coast-fsru-deal/196981/ • energynews.pro: LNG Market Threatened — https://energynews.pro/en/lng-market-threatened-by-european-gas-storage-levels-at-687 • BOE Report: Shell-led LNG Canada could — https://boereport.com/2026/09/17/shell-led-lng-canada-could-approve-phase-2-expansion-by-early-october-sources-say/ • Hydrocarbon Engineering: Caturus to nearly double — https://www.hydrocarbonengineering.com/gas-processing/17092026/caturus-to-nearly-double-planned-commonwealth-lng-capacity/ • Offshore Energy: Decade-long Côte d’Ivoire FSRU — https://www.offshore-energy.biz/decade-long-cote-divoire-fsru-deals-expand-exmars-west-african-lng-footprint/ • LNG Industry: Major LNG shipping firms — https://www.lngindustry.com/lng-shipping/17092026/major-lng-shipping-firms-launch-trial-to-validate-continuous-emissions-measurement-technology/ • LNG Journal: LNG shipping firms to trial — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117266-lng-shipping-firms-to-trial-emissions-measurement-technology FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/HbxMvyiaxBE
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    9 mins
  • High LNG prices push Asian buyers to the sidelines — 2026-09-17
    Sep 17 2026
    Asian LNG imports are tracking toward the weakest September in eight years as spot prices stay near records, while Europe picks up the cargoes Asia declines. Also today: sanctioned heavy-lift ships carrying the final power modules toward Russia's Arctic LNG 2, a five-train expansion plan at Commonwealth LNG in Louisiana, and Exmar's ten-year floating import terminal deal in Ivory Coast. CHAPTERS 00:00 Top story 00:20 Rundown 00:32 Market dashboard 00:43 Record prices ration Asian demand 02:22 Sanctioned ships carry Arctic modules 03:37 Commonwealth LNG plans five more trains 04:52 Exmar revives Abidjan import plan 05:58 Quick hits 07:06 What to watch 07:40 Sign-off SOURCES • BOE Report: LNG spot price surge deters — https://boereport.com/2026/09/16/lng-spot-price-surge-deters-asian-buyers-but-saves-europe-russell/ • OilPrice.com: LNG Prices Could Jump Further — https://oilprice.com/Latest-Energy-News/World-News/LNG-Prices-Could-Jump-Further-as-Hormuz-Supply-Crunch-Persists.html • Bloomberg: Jera Sees LNG Spot Prices — https://www.bloomberg.com/news/videos/2026-09-17/jera-sees-lng-spot-prices-rising-ahead-of-winter • LNG Journal: Asian LNG demand falls off — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117265-asian-lng-demand-falls-off-a-cliff-as-china-delays-restocking • Hydrocarbon Engineering: Wood Mackenzie: what next — https://www.hydrocarbonengineering.com/gas-processing/17092026/wood-mackenzie-what-next-for-qatar-iran-and-the-worlds-largest-gas-field/ • gCaptain: Exclusive: China Sends Key — https://gcaptain.com/exclusive-china-sends-key-arctic-lng-2-modules-to-russia-to-complete-train-2/ • LNG Industry: Caturus to nearly double — https://www.lngindustry.com/liquefaction/17092026/caturus-to-nearly-double-planned-commonwealth-lng/ • Rigzone: Kimmeridge, Mubadala to Nearly — https://www.rigzone.com/news/kimmeridge_mubadala_to_nearly_double_commonwealth_lng_capacity-16-sep-2026-184634-article/?rss=true • Natural Gas Intelligence: Caturus Nearly Doubles — https://naturalgasintel.com/news/caturus-nearly-doubles-commonwealth-lng-capacity-plans-in-5-train-expansion/ • Splash247: Exmar lands 10-year Abidjan — https://splash247.com/exmar-lands-10-year-abidjan-fsru-deal/ • Offshore Energy: Decade-long Côte d’Ivoire FSRU — https://www.offshore-energy.biz/decade-long-cote-divoire-fsru-deals-expand-exmars-west-african-lng-footprint/ • LNG Prime: Exmar seals Ivory Coast FSRU — https://lngprime.com/africa/exmar-seals-ivory-coast-fsru-deal/196981/ • OilPrice.com: Soaring LNG Prices Push Asian — https://oilprice.com/Latest-Energy-News/World-News/Soaring-LNG-Prices-Push-Asian-Demand-Toward-Second-Annual-Decline.html • Hydrocarbon Engineering: Caturus to nearly double — https://www.hydrocarbonengineering.com/gas-processing/17092026/caturus-to-nearly-double-planned-commonwealth-lng-capacity/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #Gastech2026 #LNG #NaturalGas #EnergyMarkets Watch the video edition: https...
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    8 mins
  • Long-term LNG deals pile up while spot cargo prices hit multiyear highs — 2026-09-16
    Sep 16 2026
    Gastech week in Bangkok produced long-term LNG supply agreements involving Brazil, Korea, Greece and Ukraine, while prompt cargo prices in Asia and Europe reached multiyear highs. We also cover Commonwealth LNG's plan for a second phase in Louisiana, three concept approvals for future gas carriers and bunker ships, and the EIA's confirmation that Corpus Christi is now the second-largest US export plant. CHAPTERS 00:00 Top story 00:24 Rundown 00:43 A week of long-term LNG deals 02:27 Spot LNG at multiyear highs 03:47 Commonwealth LNG plans phase two 04:50 Sails, batteries and dual-cargo bunkering 06:04 Quick hits 07:05 What to watch 07:38 Sign-off SOURCES • PR Newswire: Hanwha Power Obtains ABS — https://www.prnewswire.com/news-releases/hanwha-power-obtains-abs-approval-in-principle-for-22-000-cbm-lng-bunkering-vessel-concept-design-302878737.html • LNG Prime: Sempra Infrastructure — https://lngprime.com/americas/sempra-infrastructure-petrobras-ink-20-year-port-arthur-lng-spa/196839/ • Energy-pedia: Petrobras signs long-term — https://www.energy-pedia.com/article.aspx?articleid=205313 • Upstream: Petrobras strikes 20-year LNG — https://www.upstreamonline.com/lng/petrobras-strikes-20-year-lng-deal-with-sempra/2-1-2043850 • Energy Intelligence: Sempra Agrees to Supply US LNG — https://www.energyintel.com/000001a0-a575-d6e5-aba7-a7ff4a500000 • Natural Gas Intelligence: Ksi Lisims Builds Commercial — https://naturalgasintel.com/news/ksi-lisims-builds-commercial-momentum-with-20-year-santos-lng-deal/ • LNG Industry: MET Group and Shell sign new — https://www.lngindustry.com/liquid-natural-gas/15092026/met-group-and-shell-sign-new-agreement-for-us-lng-supply/ • LNG Journal: Europe’s ‘bet on the weather’ — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117244-europe-s-bet-on-the-weather-proves-risky-poten-partners-warn • RBN Energy: U.S. LNG Terminals Increase — https://rbnenergy.com/daily-posts/analyst-insight/us-lng-terminals-increase-toward-winter-levels • Bloomberg: Commonwealth LNG Plans — https://www.bloomberg.com/news/articles/2026-09-15/commonwealth-lng-plans-expansion-that-will-nearly-double-export-capacity • gCaptain: WindWings Eyed — https://gcaptain.com/windwings-eyed-for-next-generation-hd-hyundai-lng-carrier/ • Ship & Bunker: KR, HD Hyundai, BAR — https://shipandbunker.com/news/world/365192-kr-hd-hyundai-bar-technologies-and-liberian-registry-to-develop-wind-assisted-lng-carrier • Splash247: LNG carriers to get the hybrid — https://splash247.com/lng-carriers-to-get-the-hybrid-electric-propulsion-treatment/ • U.S. EIA: Corpus Christi LNG expansion — https://www.eia.gov/todayinenergy/detail.php?id=68144 • Energy-pedia: Santos strengthens global LNG — https://www.energy-pedia.com/article.aspx?articleid=205302 • LNG Prime: Australia’s Santos strengthens — https://lngprime.com/asia/australias-santos-strengthens-lng-portfolio-with-new-deals/196847/ • LNG Industry: METLEN and PETRONAS enter LNG — https://www.lngindustry.com/liquid-natural-gas/15092026/metlen-and-petronas-enter-lng-supply-agreement/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition...
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    8 mins
  • LNG producers seek routes around Hormuz — 2026-09-14
    Sep 14 2026
    Bloomberg reports Oman's call for alternative LNG routes and Chevron Australia's forecast of elevated prices. Also: Baker Hughes equipment orders for the Plaquemines expansion and the announced commissioning of all-steel LNG storage tanks at Ilijan. Individual forecasts and contractor claims remain attributed. CHAPTERS 00:00 Top story 00:16 Rundown 00:39 Buyers and producers assess route disruption 02:59 Equipment orders for the Plaquemines expansion 05:09 All-steel storage tanks in service at Ilijan 07:03 Quick hits 07:25 What to watch 07:45 Sign-off SOURCES • GlobeNewswire: Baker Hughes and Venture — https://www.globenewswire.com/news-release/2026/09/13/3360667/0/en/baker-hughes-and-venture-global-advance-next-phase-of-u-s-gas-infrastructure-growth.html • PR Newswire: CB&I AND AG&P INDUSTRIAL — https://www.prnewswire.com/news-releases/cbi-and-agp-industrial-achieve-first-of-its-kind-milestone-with-all-steel-full-containment-lng-tanks-in-the-philippines-302874479.html • Bloomberg: Oman Calls for Alternative LNG — https://www.bloomberg.com/news/articles/2026-09-14/oman-calls-for-alternative-lng-routes-that-can-bypass-hormuz • Financial Times: How high might natural gas — https://www.ft.com/content/639b4d2a-30c7-473c-a3ec-1fe96a7a7ac7?syn-25a6b1a6=1 • IEA: September10 background: coal — https://www.iea.org/news/global-coal-demand-set-to-increase-this-year-amid-middle-east-conflict • Oman LNG: Operator plant location — https://www.omanlng.co.om/en/OmanLNGInBrief/Pages/oman-lng-in-brief.aspx • Upstream: Baker Hughes secures major gas — https://www.upstreamonline.com/field-development/baker-hughes-secures-major-gas-infrastructure-contracts-from-leading-us-operator/2-1-2042932 • TradeWinds: LNG supply unlikely to catch — https://www.tradewindsnews.com/gas/lng-supply-unlikely-to-catch-up-with-sector-s-fleet-growth-until-late-2028-vortexa-says/2-1-2042913 • LNG Prime: Cove Point LNG to start annual — https://lngprime.com/americas/cove-point-lng-to-start-annual-maintenance/196730/ • Bloomberg: Chevron Australia Sees LNG — https://www.bloomberg.com/news/articles/2026-09-14/chevron-australia-sees-lng-prices-staying-high-for-six-months • Bloomberg: James Danly: US Expanding LNG — https://www.bloomberg.com/news/videos/2026-09-14/james-danly-us-expanding-lng-exports-to-lower-prices-video • Bloomberg: Pakistan's GasPort on LNG — https://www.bloomberg.com/news/videos/2026-09-14/pakistan-s-gasport-on-lng-outlook-amid-hormuz-closure-video • Upstream: Wood wins $200 million prize — https://www.upstreamonline.com/lng/wood-wins-200-million-prize-for-exxonmobil-lng-project/2-1-2042794 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/V6CU6R44XEw
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    8 mins
  • Gas prices climb ahead of Gastech in Bangkok — 2026-09-12
    Sep 12 2026
    Gas prices rise ahead of Gastech in Bangkok. Also: Europe's Yamal LNG trade, Golden Pass commissioning, preliminary Rovuma work, shipping and contracts. CHAPTERS 00:00 Top story 00:18 Rundown 00:40 Gastech faces disrupted supply and weaker demand 01:58 EU spending on Yamal cargoes passes last year's total 03:47 Golden Pass starts slowly as US exports rise 05:09 Rovuma advances preliminary offshore work 06:41 Quick hits 07:45 What to watch 08:09 Sign-off SOURCES • ExxonMobil: https://corporate.exxonmobil.com/locations/mozambique/mozambique-newsroom/exxonmobil-mozambique-ltd-and-area-4-coventures-select-rovuma-lng-epc-contractor-service-providers • Saipem: https://www.saipem.com/en/media/press-releases/2026-09-10/saipem-and-jan-de-nul-signed-letter-intent-rovuma-lng-offshore • Council of the European Union: https://www.consilium.europa.eu/en/press/press-releases/2026/01/26/russian-gas-imports-council-gives-final-greenlight-to-a-stepwise-ban/ • Urgewald: https://www.urgewald.org/en/media/eus-russian-arctic-lng-bill-reaches-eu73-billion-just-over-eight-months-exceeding-2025-total • European Commission: https://energy.ec.europa.eu/news/gas-coordination-group-no-immediate-security-supply-risk-2026-09-03_en • MOL: https://www.mol.co.jp/en/pr/2024/24114.html • SEA-LNG: https://sea-lng.org/2026/09/sea-lng-calls-on-eu-to-protect-the-mass-balance-pathway/ • Gas Outlook: https://gasoutlook.com/analysis/gastech-2026-convenes-during-historic-crisis/ • Bloomberg: https://www.bloomberg.com/news/articles/2026-09-11/netherlands-cuts-gas-storage-target-in-attempt-to-ease-prices • gCaptain: https://gcaptain.com/eu-imports-more-yamal-lng-as-russian-arctic-trade-tilts-toward-europe/ • TradeWinds: https://www.tradewindsnews.com/law/procopiou-hunts-for-new-insurance-for-russia-linked-lng-fleet/2-1-2042737 • Natural Gas Intelligence: https://naturalgasintel.com/news/disappointing-golden-pass-lng-ramp-trims-winter-natural-gas-demand-outlook/ • Natural Gas Intelligence: https://naturalgasintel.com/news/us-lng-feedgas-demand-climbs-to-strongest-level-since-spring/ • LNG Prime: https://lngprime.com/americas/us-weekly-lng-exports-rise-to-36-shipments/196624/ • Natural Gas Intelligence: https://naturalgasintel.com/news/shoulder-season-steals-natural-gas-futures-3-momentum/ • Natural Gas Intelligence: https://naturalgasintel.com/news/winter-premiums-persist-in-midwest-despite-ample-natural-gas-storage/ • Energy Intelligence: https://www.energyintel.com/000001a0-880f-dc6f-a7b6-bbff16130000 • LNG Prime: https://lngprime.com/asia/hanwha-ocean-launches-singapores-first-fsru/196617/ • TradeWinds: https://www.tradewindsnews.com/gas/hanwha-ocean-claims-world-first-with-singapore-s-supersize-maiden-fsru/2-1-2042328 • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117229-ignitis-to-sign-long-term-lng-supply-agreement-with-eqt • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117227-bangladesh-agrees-to-buy-totalenergies-lng • Upstream: https://www.upstreamonline.com/lng/petronas-jogmec-lng-deal-bolsters-japan-s-energy-security/2-1-2042796 • LNG Prime: https://lngprime.com/americas/atlantic-spot-lng-rates-rise-to-20000-per-day/196640/ • Energy Intelligence: https://www.energyintel.com/000001a0-82bd-d3d0-afe9-cfbd1b910000 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/bEtFKnLlNAk
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    9 mins
  • LNG carrier with rigid sails named in South Korea — 2026-09-11
    Sep 11 2026
    A newly named LNG carrier brings wind assistance closer to service, Saipem outlines conditional early work in Mozambique, and a report describes two hulls sold for scrap. Also: a planned Lithuanian supply deal and a Woodside leadership change. Watch the video edition: https://youtu.be/RKEdVUS0is8 LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Sources: - Mitsui O.S.K. Lines: World's first LNG Carrier Equipped with Wind Challenger https://www.mol.co.jp/en/pr/2026/26044.html - The Maritime Executive: First LNG Carrier with Two Wind Sails Named Ahead of Commissioning https://maritime-executive.com/article/first-lng-carrier-with-two-wind-sails-named-ahead-of-commissioning - LNG Industry: MOL holds naming ceremony for wind-powered LNG carrier https://www.lngindustry.com/lng-shipping/10092026/mol-holds-naming-ceremony-for-wind-powered-lng-carrier/ - LNG Prime: MOL names first LNG carrier equipped with sails https://lngprime.com/vessels/mol-names-first-lng-carrier-equipped-with-sails/196611/ - TradeWinds: First wind-assisted LNG carrier named ahead of delivery to charterer Chevron https://www.tradewindsnews.com/gas/first-wind-assisted-lng-carrier-named-ahead-of-delivery-to-charterer-chevron/2-1-2041566 - Hellenic Shipping News: World’s first LNG Carrier Equipped with Wind Challenger- Scheduled for Delivery Under a Long-Term Charter to Chevron in Late September https://www.hellenicshippingnews.com/worlds-first-lng-carrier-equipped-with-wind-challenger-scheduled-for-delivery-under-a-long-term-charter-to-chevron-in-late-september/ - Saipem: Saipem and Jan De Nul signed a Letter of Intent for Rovuma LNG offshore project in Mozambique https://www.saipem.com/en/media/press-releases/2026-09-10/saipem-and-jan-de-nul-signed-letter-intent-rovuma-lng-offshore - Energy-pedia: Mozambique: Saipem and Jan De Nul sign Letter of Intent for Rovuma LNG offshore project in Mozambique https://www.energy-pedia.com/article.aspx?articleid=205264 - World Oil: Saipem, Jan De Nul advance 18-well Rovuma LNG offshore development https://www.worldoil.com/news/2026/9/10/saipem-jan-de-nul-advance-18-well-rovuma-lng-offshore-development/ - Upstream: Saipem wins landmark subsea contract on ExxonMobil's huge Rovuma LNG project https://www.upstreamonline.com/lng/saipem-wins-landmark-subsea-contract-on-exxonmobils-huge-rovuma-lng-project/2-1-2042036 - Offshore Magazine: ExxonMobil awards Saipem-Jan De Nul preliminary offshore work for Rovuma LNG https://www.offshore-mag.com/subsea/news/55404138/saipem-exxonmobil-awards-saipem-jan-de-nul-preliminary-offshore-work-for-rovuma-lng - Splash247: New Fortress scraps former Seadrill semisub pair after FLNG plans fade https://splash247.com/new-fortress-scraps-former-seadrill-semisub-pair-after-flng-plans-fade/ - Offshore Magazine: New Fortress Energy sells former Seadrill semisubs for scrap https://www.offshore-mag.com/special-reports/news/55404295/new-fortress-energy-sells-former-seadrill-semisubs-for-scrap - LNG Industry: Ignitis to enter into a long-term LNG purchase agreement https://www.lngindustry.com/liquid-natural-gas/10092026/ignitis-to-enter-into-a-long-term-lng-purchase-agreement/ - LNG Prime: Lithuania’s Ignitis to sign long-term LNG supply deal with EQT https://lngprime.com/americas/lithuanias-ignitis-to-sign-long-term-lng-supply-deal-with-eqt/196562/ - Energy-pedia: Woodside Executive Vice President and Chief Operating Officer International Daniel Kalms has announced his intention to leave Woodside Energy https://www.energy-pedia.com/article.aspx?articleid=205248 - LNG Prime: Daniel Kalms leaves Woodside https://lngprime.com/americas/daniel-kalms-leaves-woodside/196559/
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    4 mins