LNG report

Africa’s Gas Role: Supplier, Portfolio and Market

Part 1: A New Generation of African LNG Suppliers

Posted in Analysis, LNG, LNG report on

Africa’s gas sector is drawing more attention, as recent activity and announcements by the majors show. A broader LNG supply frontier is taking shape, and the continent’s own gas market is becoming more visible.

Established exporters such as Algeria still account for most of Africa’s operating liquefaction capacity, but the next wave of projects sits with newer suppliers: Mozambique, Senegal-Mauritania, Congo, Nigeria’s expansion and, potentially, Tanzania. Since the Gulf disruption began, North American supply has partly offset lost Qatari and Emirati volumes, and buyers are now looking for alternatives from West Africa to Indonesia. Africa is not only an upstream appendage for Europe and Asia, however. Import terminals, regional pipelines and domestic gas obligations point to the gradual formation of more connected African gas markets.

This series looks at Africa’s role in the global gas market along three dimensions:

  • Africa as one of the world’s gas supply frontiers.
  • International companies building diversified African gas portfolios.
  • A continental gas market emerging alongside exports.

Part 1 covers supply for external markets.

From supply wave to supply gap: LNG market under Gulf disruption

Posted in Analysis, LNG, LNG report, LNG Terminals on

By Irina Mironova for Cedigaz

Recent attacks on Qatar’s LNG infrastructure have taken two liquefaction trains out of service, removing approximately 12.8 mtpa (~17% of Qatar’s capacity) for an estimated three to five years.

This development intensifies the disruption seen in recent weeks, centred on the effective closure of the Strait of Hormuz, which normally carries around 20% of global LNG trade. Maritime constraints have already translated into both physical supply losses and logistical bottlenecks, with LNG carriers unable to exit the Gulf and export flows significantly constrained.

The crisis has now shifted into a structural supply loss, extending beyond the short-term disruption scenarios considered earlier.