Chevron Australia has signed a new five-year natural gas supply agreement with Alinta Energy, a major Australian energy retailer and long-standing partner. The deal extends a relationship spanning more than four decades and reinforces domestic gas supply security in Western Australia (WA). Deal Details Under the agreement, Chevron will supply 46 petajoules (PJ) of natural […]
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QatarEnergy has paused its aggressive ramp-up plans at the Ras Laffan LNG complex following a recent tanker attack in the Strait of Hormuz, prioritizing security over speed. This decision delays the critical LNG supply that the market had been counting on for the upcoming winter season. According to market analyst Jack Prandelli (@jackprandelli), QatarEnergy had […]
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The fragile ceasefire and sanctions relief framework between the United States and Iran has collapsed. President Donald Trump’s blunt assessment at the NATO summit in Ankara, Turkey, on July 8, 2026, made that clear: the Memorandum of Understanding (MOU) is “over,” the ceasefire is finished, and he has no interest in further dealings with the […]
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A fresh Iranian missile strike on a Qatari LNG tanker in the Strait of Hormuz has dealt a significant setback to UK and French plans to begin limited de-mining operations in the waterway’s southern route. The incident, reported on July 7, 2026, comes just days after Oman granted permission for European forces to assist in […]
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The era of ultra-cheap U.S. natural gas appears to be ending. A combination of explosive demand growth from LNG exports and AI-driven data centers, paired with maturing supply dynamics, is poised to push Henry Hub prices higher while potentially flattening the traditional seasonal price swings that have defined the market for decades. Traditional Seasonality Under […]
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In a timely new analysis published today, Doomberg challenges conventional peak oil narratives with a provocative twist: it’s “Peak ‘Not Oil.’” The piece highlights how surging U.S. natural gas liquids (NGLs) — particularly propane and butane — are delivering a “tsunami of new supply” that the global economy is rapidly adapting to, rendering a narrow […]
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This risks a tight winter as the injection season winds down, with inventories projected to be just 76% full by late October. According to a Financial Times report citing industry analysis (primarily Wood Mackenzie), Europe faces the prospect of entering the 2026/27 heating season with its lowest natural gas storage levels in at least 15 years. […]
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Russia has added another LNG tanker to its growing “dark fleet” (also known as the shadow fleet) as the U.S.-sanctioned Arctic LNG 2 project continues to ramp up exports despite Western restrictions. The 19-year-old vessel, now operating as Arctic Express, loaded a cargo of liquefied natural gas from a floating storage unit linked to the […]
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Cheniere Energy, Inc. (NYSE: LNG) has begun commissioning activities on the seventh and final midscale liquefaction train at its Corpus Christi Stage 3 expansion project in Texas, marking another key milestone toward full completion of the seven-train buildout by the end of 2026. According to regulatory filings with the Texas Commission on Environmental Quality (TCEQ) […]
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ENB Pub Note: This is from the US Department of Energy and is very important. Well done, Secretary Chris Wright. Make no mistake, the EU’s overreach on methane reporting adds costs and is a way for them to justify their carbon markets for the wealth transfer they want to keep funding. We need to stand […]
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