"Putin abandons Arctic gas production as sanctions bite
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant"
@telegraphnews.bsky.social www.telegraph.co.uk/business/202...
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant"
@telegraphnews.bsky.social www.telegraph.co.uk/business/202...
Putin abandons Arctic gas production as sanctions bite
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant
www.telegraph.co.uk
December 14, 2024 at 6:32 AM
"Putin abandons Arctic gas production as sanctions bite
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant"
@telegraphnews.bsky.social www.telegraph.co.uk/business/202...
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant"
@telegraphnews.bsky.social www.telegraph.co.uk/business/202...
Now do the same math for every litre of petrol, diesel and LNG being consumed globally.
Electrification is the future, it's just sound business at this point.
Electrification is the future, it's just sound business at this point.
October 5, 2026 at 10:34 AM
Now do the same math for every litre of petrol, diesel and LNG being consumed globally.
Electrification is the future, it's just sound business at this point.
Electrification is the future, it's just sound business at this point.
The recent news that a German conglomerate is buying into Ksi Lisims LNG doesn't mean Justin Trudeau was wrong about the lack of a business case for an east coast terminal.
If anything, the case for *west coast* LNG is getting weaker by the day. #cdnpoli
www.nationalobserver.com/2026/06/03/o...
If anything, the case for *west coast* LNG is getting weaker by the day. #cdnpoli
www.nationalobserver.com/2026/06/03/o...
The business case for LNG just keeps getting weaker
Sorry, haters: Justin Trudeau is still right about the lack of a business case for east coast LNG exports. There might not be very good one for west coast exports, either.
www.nationalobserver.com
June 3, 2026 at 2:32 PM
The recent news that a German conglomerate is buying into Ksi Lisims LNG doesn't mean Justin Trudeau was wrong about the lack of a business case for an east coast terminal.
If anything, the case for *west coast* LNG is getting weaker by the day. #cdnpoli
www.nationalobserver.com/2026/06/03/o...
If anything, the case for *west coast* LNG is getting weaker by the day. #cdnpoli
www.nationalobserver.com/2026/06/03/o...
French oil major TotalEnergies earns approximately $400 million annually from LNG cargoes from Russia's Yamal plant. Following the 2022 invasion, the company deconsolidated its Russian holdings, excluding this revenue from official financial reporting.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
July 24, 2026 at 1:06 AM
French oil major TotalEnergies earns approximately $400 million annually from LNG cargoes from Russia's Yamal plant. Following the 2022 invasion, the company deconsolidated its Russian holdings, excluding this revenue from official financial reporting.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
christ almighty www.reuters.com/business/ene...
Exclusive: Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says
Iranian attacks have knocked out 17% of Qatar's liquefied natural gas (LNG) export capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies to Europe and Asia, Qata...
www.reuters.com
March 19, 2026 at 2:11 PM
christ almighty www.reuters.com/business/ene...
5) She is built in 2024 and is a large LNG-tanker, a strategic asset and essential to Russia's LNG-business. Not a ship to waste for a pointless sabotage.
gcaptain.com/russias-lng-...
gcaptain.com/russias-lng-...
Russia’s LNG Shadow Fleet Resumes Operations After Months-Long Hiatus
Several vessels of Russia’s LNG shadow fleet are on the move after idling for much of the past two months. In the Western Arctic near Murmansk, newbuild LNG carrier Mulan called at the Saam FSU over t...
gcaptain.com
January 4, 2025 at 9:19 PM
5) She is built in 2024 and is a large LNG-tanker, a strategic asset and essential to Russia's LNG-business. Not a ship to waste for a pointless sabotage.
gcaptain.com/russias-lng-...
gcaptain.com/russias-lng-...
Our supply chains are under threat,’ German minister says his country wants more Canadian LNG
www.ctvnews.ca/business/art...
www.ctvnews.ca/business/art...
Our supply chains are under threat,’ German minister says his country wants more Canadian LNG
In an interview with CTV Question Period, German Foreign Minister Johann Wadephul told host Vassy Kapelos that “of course” there’s a market for more Canadian LNG in Europe.
www.ctvnews.ca
September 27, 2026 at 3:16 PM
Our supply chains are under threat,’ German minister says his country wants more Canadian LNG
www.ctvnews.ca/business/art...
www.ctvnews.ca/business/art...
I'll take it. www.thepost.co.nz/business/361...
Brakes on LNG: Winston Peters says Cabinet ‘decided not to make a decision’
The Government appears unlikely to sign a contract for an LNG import terminal before the election, as ACT joins NZ First in applying the brakes.
www.thepost.co.nz
September 23, 2026 at 3:57 AM
I'll take it. www.thepost.co.nz/business/361...
Warning Canada!
Big Gas promised Australians LNG exports would mean plenty of low cost gas and enormous economic benefits.
None of it was true.
Instead we got gas shortages, manufacturing closures higher energy bills and few economic benefits.
www.theglobeandmail.com/business/com...
Big Gas promised Australians LNG exports would mean plenty of low cost gas and enormous economic benefits.
None of it was true.
Instead we got gas shortages, manufacturing closures higher energy bills and few economic benefits.
www.theglobeandmail.com/business/com...
Opinion: Canada, don’t make the same mistake with LNG that Australia did
LNG exports exposed Australians to high global gas prices, allowed gas producers to price gouge and drained the country of low-cost gas reserves
www.theglobeandmail.com
July 23, 2025 at 3:19 AM
Warning Canada!
Big Gas promised Australians LNG exports would mean plenty of low cost gas and enormous economic benefits.
None of it was true.
Instead we got gas shortages, manufacturing closures higher energy bills and few economic benefits.
www.theglobeandmail.com/business/com...
Big Gas promised Australians LNG exports would mean plenty of low cost gas and enormous economic benefits.
None of it was true.
Instead we got gas shortages, manufacturing closures higher energy bills and few economic benefits.
www.theglobeandmail.com/business/com...
Lack of business case, not climate, should be focus of Canadian LNG criticism
LNG proponents believe in fairy tales:
*Oil/gas demand will grow for decades
*CND LNG can lower emissions in China
*CND LNG is competitive
Debunk the fairy tales.
#ABleg
youtu.be/tWcomDDuTw4
LNG proponents believe in fairy tales:
*Oil/gas demand will grow for decades
*CND LNG can lower emissions in China
*CND LNG is competitive
Debunk the fairy tales.
#ABleg
youtu.be/tWcomDDuTw4
Lack of business case, not climate, should be focus of Canadian LNG criticism
YouTube video by Energi Media
youtu.be
April 7, 2025 at 5:09 PM
Lack of business case, not climate, should be focus of Canadian LNG criticism
LNG proponents believe in fairy tales:
*Oil/gas demand will grow for decades
*CND LNG can lower emissions in China
*CND LNG is competitive
Debunk the fairy tales.
#ABleg
youtu.be/tWcomDDuTw4
LNG proponents believe in fairy tales:
*Oil/gas demand will grow for decades
*CND LNG can lower emissions in China
*CND LNG is competitive
Debunk the fairy tales.
#ABleg
youtu.be/tWcomDDuTw4
There's still no business case for east coast LNG (that is, exports of Alberta gas from the east coast), as the former prime minister was routinely mocked for saying. Today's announcement about a German buyer of west coast LNG cargoes proves it.
www.theglobeandmail.com/business/art...
www.theglobeandmail.com/business/art...
Ksi Lisims LNG’s backers move closer to decision on B.C. project construction
Energy Minister optimistic Canada will play an increasingly important role in global LNG supply
www.theglobeandmail.com
May 27, 2026 at 8:44 PM
There's still no business case for east coast LNG (that is, exports of Alberta gas from the east coast), as the former prime minister was routinely mocked for saying. Today's announcement about a German buyer of west coast LNG cargoes proves it.
www.theglobeandmail.com/business/art...
www.theglobeandmail.com/business/art...
How the Hormuz crisis is driving a shift away from fossil fuels:
☑️Developer in Vietnam wants to replace an LNG terminal with renewables and batteries
☑️Sinopec cancels LNG terminal expansion in Tianjin, China
☑️New Zealand LNG terminal uncertain after PM doubts business case
☑️Developer in Vietnam wants to replace an LNG terminal with renewables and batteries
☑️Sinopec cancels LNG terminal expansion in Tianjin, China
☑️New Zealand LNG terminal uncertain after PM doubts business case
March 31, 2026 at 12:32 PM
How the Hormuz crisis is driving a shift away from fossil fuels:
☑️Developer in Vietnam wants to replace an LNG terminal with renewables and batteries
☑️Sinopec cancels LNG terminal expansion in Tianjin, China
☑️New Zealand LNG terminal uncertain after PM doubts business case
☑️Developer in Vietnam wants to replace an LNG terminal with renewables and batteries
☑️Sinopec cancels LNG terminal expansion in Tianjin, China
☑️New Zealand LNG terminal uncertain after PM doubts business case
⚡️ Ukraine offering gas storage facilities for US LNG to boost Europe's energy security.
Ukraine could store U.S. LNG in its underground facilities to bolster bilateral cooperation and Europe's energy security, Foreign Minister Andrii Sybiha said.
Ukraine could store U.S. LNG in its underground facilities to bolster bilateral cooperation and Europe's energy security, Foreign Minister Andrii Sybiha said.
Ukraine offering gas storage facilities for US LNG to boost Europe's energy security
"The presence of big business from our closest allies, particularly the United States, in this area is an important element of security and economic stability guarantees," Ukraine's Foreign Minister A...
kyivindependent.com
February 5, 2025 at 1:15 PM
⚡️ Ukraine offering gas storage facilities for US LNG to boost Europe's energy security.
Ukraine could store U.S. LNG in its underground facilities to bolster bilateral cooperation and Europe's energy security, Foreign Minister Andrii Sybiha said.
Ukraine could store U.S. LNG in its underground facilities to bolster bilateral cooperation and Europe's energy security, Foreign Minister Andrii Sybiha said.
We're only 3 weeks into this. If this keeps up, a substantial portion of the world's fossil fuel supply will effectively be wiped out permanently.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Exclusive: Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says
Iranian attacks have knocked out 17% of Qatar's liquefied natural gas (LNG) export capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies to Europe and Asia, Qatar...
www.reuters.com
March 19, 2026 at 3:22 PM
We're only 3 weeks into this. If this keeps up, a substantial portion of the world's fossil fuel supply will effectively be wiped out permanently.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
The Hub is out doing some damage control for their friend and contributor after I dismantled her arguments last week.
I’m moving today, but I’ll deal with these in next week’s newsletter.
thehub.ca/2026/06/19/c...
I’m moving today, but I’ll deal with these in next week’s newsletter.
thehub.ca/2026/06/19/c...
Energy analyst debunks claims Canada’s LNG sector doesn’t have a business case
Critics say Canadian LNG has no business case. An energy analyst disagrees — and the numbers back them up. Here's the real picture.
thehub.ca
June 19, 2026 at 4:11 PM
The Hub is out doing some damage control for their friend and contributor after I dismantled her arguments last week.
I’m moving today, but I’ll deal with these in next week’s newsletter.
thehub.ca/2026/06/19/c...
I’m moving today, but I’ll deal with these in next week’s newsletter.
thehub.ca/2026/06/19/c...
India may not like doing business with China. But a solar farm imported from China can supply electricity for decades, while a cargo of LNG imported from the United States is burned up in days.
"Modi’s cabinet gave the green light to investments in capital goods, electronics and solar cell sectors from neighbouring land-bordering nations."
www.ft.com/content/fb73...
www.ft.com/content/fb73...
India relaxes rules on Chinese investment
Surging energy prices are putting Indian economy under pressure
www.ft.com
March 11, 2026 at 1:15 PM
India may not like doing business with China. But a solar farm imported from China can supply electricity for decades, while a cargo of LNG imported from the United States is burned up in days.
Over 100 parliamentarians from across Europe demand Denmark's Fayard to stop servicing Arc7 tankers vital to Russia’s LNG business. Source: Urgewald.
July 17, 2026 at 5:52 AM
Over 100 parliamentarians from across Europe demand Denmark's Fayard to stop servicing Arc7 tankers vital to Russia’s LNG business. Source: Urgewald.
‼️PP LIES AGAIN‼️
There was no business backing, no business case and there was a lack of infrastructure to ship our LNG overseas.
vm.tiktok.com/ZMBMfHE6q/
There was no business backing, no business case and there was a lack of infrastructure to ship our LNG overseas.
vm.tiktok.com/ZMBMfHE6q/
March 17, 2025 at 9:42 PM
‼️PP LIES AGAIN‼️
There was no business backing, no business case and there was a lack of infrastructure to ship our LNG overseas.
vm.tiktok.com/ZMBMfHE6q/
There was no business backing, no business case and there was a lack of infrastructure to ship our LNG overseas.
vm.tiktok.com/ZMBMfHE6q/
Good luck with that. The business case for LNG is evaporating daily.
US Energy Secretary Chris Wright warned the European Union that US gas supplies will head elsewhere if the bloc refuses to ease regulations to tackle methane, a potent greenhouse gas.
EU’s Methane Rules Will Drive Away US Gas Supplies, Wright Says
US Energy Secretary Chris Wright warned the European Union that US gas supplies will head elsewhere if the bloc refuses to ease regulations to tackle methane, a potent greenhouse gas.
bloom.bg
June 24, 2026 at 7:33 PM
Good luck with that. The business case for LNG is evaporating daily.
The US oil and gas business is a big con.
"The company that a month ago we were assured was worth $110 billion is now worth $36 billion (on paper). Remember, everyone lies about everything in the oil and gas industry. In hindsight, that is looking like a $70 billion lie right now."
"The company that a month ago we were assured was worth $110 billion is now worth $36 billion (on paper). Remember, everyone lies about everything in the oil and gas industry. In hindsight, that is looking like a $70 billion lie right now."
Adventures in LNG Investing
LNG investors learning hard lessons about the major economic challenges facing US LNG exporters.
powering-the-planet.ghost.io
February 13, 2025 at 1:41 PM
The US oil and gas business is a big con.
"The company that a month ago we were assured was worth $110 billion is now worth $36 billion (on paper). Remember, everyone lies about everything in the oil and gas industry. In hindsight, that is looking like a $70 billion lie right now."
"The company that a month ago we were assured was worth $110 billion is now worth $36 billion (on paper). Remember, everyone lies about everything in the oil and gas industry. In hindsight, that is looking like a $70 billion lie right now."
Russian business news 23/Sep/2026:
Spain will stop buying Russian LNG from January 1st 2027.
www.kommersant.ru/doc/8972817
Spain will stop buying Russian LNG from January 1st 2027.
www.kommersant.ru/doc/8972817
Испания подтвердила отказ от российского СПГ с 2027 года
Подробнее на сайте
www.kommersant.ru
September 23, 2026 at 8:14 PM
Russian business news 23/Sep/2026:
Spain will stop buying Russian LNG from January 1st 2027.
www.kommersant.ru/doc/8972817
Spain will stop buying Russian LNG from January 1st 2027.
www.kommersant.ru/doc/8972817
Look out BC! China’s LNG demand drops for 13th month running. Last week, Pakistan cancelled a huge contract to purchase LNG from Qatar (even choosing to pay a penalty) because they no longer need/want it -- the solar revolution is quickly displacing demand for LNG.
financialpost.com/pmn/business...
financialpost.com/pmn/business...
China's LNG Imports Set to Drop for 13th Month, Kpler Data Show
Seaborne shipments of liquefied natural gas to China in November are set to drop for a 13th straight month on an annual basis, extending a slump in purchases as dom…
financialpost.com
November 28, 2025 at 7:19 PM
Look out BC! China’s LNG demand drops for 13th month running. Last week, Pakistan cancelled a huge contract to purchase LNG from Qatar (even choosing to pay a penalty) because they no longer need/want it -- the solar revolution is quickly displacing demand for LNG.
financialpost.com/pmn/business...
financialpost.com/pmn/business...
The business case for LNG just keeps getting weaker...
www.nationalobserver.com/2026/06/03/o...
www.nationalobserver.com/2026/06/03/o...
The business case for LNG just keeps getting weaker
Sorry, haters: Justin Trudeau is still right about the lack of a business case for east coast LNG exports. There might not be very good one for west coast exports, either.
www.nationalobserver.com
June 6, 2026 at 3:37 AM
The business case for LNG just keeps getting weaker...
www.nationalobserver.com/2026/06/03/o...
www.nationalobserver.com/2026/06/03/o...
Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years -
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Exclusive: Iran attacks wipe out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says
Two of Qatar's 14 LNG trains and one of its two gas-to-liquids facilities were damaged.
www.reuters.com
March 20, 2026 at 3:46 AM
Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years -
www.reuters.com/business/ene...
www.reuters.com/business/ene...