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Critical Minerals

Japan’s LNG Surge: Energy Crisis Ahead

May 22, 2025 Andy Del Prado

Daily Standup Top Stories China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? May 21, 2025 Stu Turley ENB Pub Note: The […]

ENB Pub Note

Tense shipping situation in the Baltic as Russia hits out at neighbours

May 22, 2025 Stu Turley

ENB Pub Note: The Russian Dark Fleet is critical to Russia in keeping its oil exports moving through sanctions. Last month, we covered a Chinese cargo ship in the Baltic Sea doing similar cable and […]

Tesla
Critical Minerals

China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

May 21, 2025 Stu Turley

ENB Pub Note: The EIA released its report on selected battery trade volumes, which makes us wonder how the United States will compete for batteries and critical minerals. Looking at the AI-generated plans, I am […]

Geopolitical

Japan’s April LNG imports climb

May 21, 2025 Mariel Alumit

The country’s LNG imports rose to 5.37 million tonnes last month compared to 5.28 million tonnes in April 2024. LNG imports also rose compared to 5.15 million tonnes in the prior month. Imports were lower compared to […]

Imports

ConocoPhillips seals Chinese LNG supply deal

May 21, 2025 Mariel Alumit

ENB Pub Note: The article below the line is an update from LNGPrime.com, and I added the LNG import information for China’s total market as a story context base. There was little LNG information about […]

Hudong-Zhonghua
International News

China’s Hudong-Zhonghua delivers its 50th LNG carrier

May 19, 2025 Mariel Alumit

Chinese shipbuilder Hudong-Zhonghua has delivered its 50th liquefied natural gas (LNG) carrier. The vessel is the 174,000-cbm LNG carrier, Al Tuwar, built under the massive QatarEnergy shipbuilding program, which includes the construction of 128 ships. […]

China’s LNG imports
Finance

China’s LNG imports continue to decrease

May 19, 2025 Mariel Alumit

Data from the General Administration of Customs shows that the country received 4.64 million tonnes last month. This compares to 6.22 million tonnes in April 2024. During January-April, China imported 20.06 million tonnes of LNG, […]

International News

Cosco, PetroChina to take delivery of new LNG carrier

May 17, 2025 Mariel Alumit

China’s Cosco Shipping Energy Transportation and PetroChina will soon take delivery of a new liquefied natural gas (LNG) carrier. According to a statement by Chinese shipbuilder Hudong-Zhonghua, the 174,000-cbm LNG carrier Daqing (H1908A) completed its […]

Big Oil Companies

Week Recap: Blackouts, $9 Gas & Shell’s Big Play!

May 17, 2025 Andy Del Prado

Weekly Daily Standup Top Stories U.S. Largest Grid Operator is warning of Summer Power Shortages May 11, 2025 Clark Savage Key Points Research suggests potential summer power shortages in the U.S. grid, especially in PJM’s region, […]

ENB Pub Note

Trump’s Desired Return To Bagram Airbase Could Reshape South Asian Geopolitics

May 16, 2025 Clark Savage

ENB Pub Note: This is an excellent article from Andrew Korybko’s Newsletter on Substack. I have several podcasts coming up talking about the energy implications of the trading blocs and the impact of the Trump […]

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