LNG report - Page 2

The Russian LNG Fleet: Sanctions Adaptation vs. the Shadow Fleet Narrative

Part 1

Posted in Analysis, LNG, LNG report on

By Irina Mironova for Cedigaz

Recent months have seen extensive reporting on Russia’s oil “shadow fleet.” This prompted a parallel review of the LNG shipping segment: does a comparable structure exist in LNG, and what does the actual fleet engaged in transporting Russian LNG look like?

The result is a dedicated database compiled for Cedigaz subscribers, covering vessels directly or indirectly involved in transporting LNG from Yamal LNG, Sakhalin LNG and Arctic LNG-2, as well as vessels participating in transshipment operations.

U.S. LNG: Buyer Trust Amid the Looming Supply Glut

Posted in Analysis, LNG Markets, LNG report on

Irina Mironova for CEDIGAZ

While 2025 has already seen a record-breaking 60+ Mtpa of U.S. LNG export capacity sanctioned through final investment decisions (FIDs), recent execution delays and contract disputes are revealing cracks in the U.S. LNG export model.

A series of major projects have advanced to FID in recent months (see Table). Yet, not all signals are bullish. Notably, Energy Transfer postponed its long-anticipated FID on Lake Charles LNG to Q1 2026, citing construction cost inflation and slower finalization of sales and purchase agreements (SPAs).

Global LNG in 2023

Shifting Demand Patterns within Europe and Asia amidst Modest Global Supply Increases Driven by the US

Posted in Analysis, LNG report on

In a less tight marked environment than in 2022, the global LNG market reached a new high in 2023, totalling 395.2 mt, an increase of 2% yoy. While European demand, including the United Kingdom and Türkiye, saw a marginal decline of 1% or 1.2 mt, the Asia-Oceania region experienced a modest growth, with imports climbing by 3% or 8 mt.