What does the Australia case tell us about challenges standing before the LNG industry today?

By Irina Mironova for Cedigaz

Australia remains one of the world’s largest LNG exporters and one of the earliest large-scale LNG success stories in the Asia-Pacific region. The country strengthened its export position through a wave of liquefaction projects commissioned between 2015 and 2019, including GLNG, Australia Pacific LNG, Gorgon, Wheatstone, Ichthys and Prelude.

Russia’s LNG Supply Potential: Why Shipping Matters More Than Liquefaction Capacity

Russia's LNG Potential Is No Longer Defined by Liquefaction Capacity

For years, discussions about Russia’s LNG future have focused on liquefaction capacity. How many trains could be built? How quickly could new projects come online? Could Russia achieve its ambition of becoming one of the world’s largest LNG exporters?

Today, those questions remain relevant, but they are no longer the most important ones.

Russia’s ability to increase LNG exports is increasingly determined not by liquefaction capacity, but by the logistical and technological constraints that connect liquefaction plants to end-users. In other words, the bottleneck has shifted downstream.

How do importers of Qatari LNG solve the supply issue?

By Irina Mironova for Cedigaz

In a previous blog, we examined the constraints affecting Qatari LNG supply. This note shifts the focus to the receiving end: how do importers of Qatari LNG manage supply disruptions?

We review the approaches of importers across the following clusters:

  • China – state-controlled diversified buyers
  • India – structurally short, price-sensitive system
  • Pakistan and Bangladesh – emerging Asian importers with divergent strategies and outcomes
  • Taiwan, Korea and Japan – portfolio optimization and domestic system flexibility
  • Kuwait – locked inside the Gulf