LNG
概要
LNGは、投入コストと炭素排出の両方を管理するのに役立つため、重要な原料としての位置を確立しています。重工業ユーザーによるネットゼロ目標達成の推進は、LNGの使用方法と使用場所に新たな局面をもたらしています。全体として、使用量は増加すると予想され、最も成長率の高い化石燃料になると予測されています。
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Latest LNG news
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Japan to introduce new energy plan in August
Japan to introduce new energy plan in August
Osaka, 29 June (Argus) — The Japanese government plans to introduce an improved energy strategy in August, tapping on lessons from unexpected disruptions to fuel shipments through the strait of Hormuz following the US-Iran conflict, it said. The resource-poor country seeks to improve energy resilience, meet rising electricity demand and accelerate decarbonisation. Japanese prime minister Sanae Takaichi tasked the country's trade and industry Meti minister Ryosei Akazawa late last week to recommend policies by the end of August that aim to improve Japan's energy supply-demand structure by expanding its energy options through crisis management investment. Easing crude oil prices offer a timely opportunity to further improve Japan's energy security in co-ordination with Asia and the G7, she added. Details of the policy package remain unclear. But the new plan may place greater emphasis on oil security and its diversification, given that Takaichi has been promoting the recently introduced Power Asia framework , which aims to ensure stable oil supply across Asia, as well as the well-established green transformation (GX) strategy, which is focused on energy security, economic growth and decarbonisation. This would build on the existing Strategic Energy Plan (SEP), which is in line with the country's green transformation plan, emphasising gas security and expanding the use of non-fossil domestic energy such as nuclear and renewables. The plan aims to consolidate measures that can be implemented without waiting for the next review of the SEP, which will likely take place in the April 2027-March 2028 fiscal year. Tokyo typically reviews the SEP every three years and updates it as needed, with the current plan last revised in February 2025 . The plan to compile the package by August is also broadly aligned with the usual timing of Japan's initial budget requests. Under the current SEP, Japan aims to have renewable energy making up 40-50pc of the country's power generation in 2040-41, up from 22.9pc in 2023-24. The share of nuclear power will increase to around 20pc from 8.5pc, and thermal power will fall to around 30-40pc from 68.6pc during the same period. Japan will need to replace its nuclear capacity to maintain nuclear power's 20pc share in the power mix because a few of its reactors are expected to be decommissioned. It will need to replace around 2.2-5.5GW of nuclear capacity — equivalent to 2-5 reactors — by the 2040s. It will then need to replace a total of 12.7-16GW — or 11-14 reactors — by the 2050s, with this figure inclusive of the capacity that it replaced in the 2040s. By Motoko Hasegawa Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Golden Pass LNG approved to commission train 2
Golden Pass LNG approved to commission train 2
Houston, 24 June (Argus) — The Federal Energy Regulatory Commission (FERC) has approved Golden Pass LNG's request to commission the second train at its 18.1mn t/yr (2.4bn ft³/d) export terminal in southeast Texas. FERC on Wednesday approved a request from Golden Pass, a joint venture between QatarEnergy (QE) and ExxonMobil, to begin preliminary commissioning activities on train 2. The agency issued the order just two days after Golden Pass filed its request. But the train is likely still months away from producing LNG. FERC will oversee and sign off on subsequent steps for train 2's commissioning. Train 1 began producing LNG about 4.5 months after FERC authorized Golden Pass to run fuel gas into train 1's systems in mid-November. Golden Pass then exported its first shipment, which likely included some of its imported cool-down cargo, on 22 April. Wednesday's order did not include authorization to feed fuel gas into train 2 or permission to run gas through any of train 2's equipment. The first train has gradually ramped up, albeit not linearly, since it began producing LNG in March. Golden Pass has exported just two cargoes, mostly recently on 9 May. QE's 174,000m³ Al Na'amah arrived on Tuesday, the same day feedgas to Golden Pass hit a record-high 577mn ft³, according to ship-tracking data from Kpler and pipeline data from Golden Pass. This comes after the same-sized QE vessel Barzan arrived on 8 June but departed two days later, apparently without loading. That ship is now holding offshore the Texas-Louisiana coast. Feedgas receipts at Golden Pass have stabilized after a period of scheduled maintenance in May and fluctuations in early June. The terminal received about 380mn ft³/d of gas over 14-23 June, about 48pc of train 1's capacity, up from about 80mn ft³/d over the previous 10-day period, according to pipeline data. By Tray Swanson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Corpus Christi LNG advances expansion’s final train
Corpus Christi LNG advances expansion’s final train
Houston, 23 June (Argus) — US LNG producer Cheniere received federal approval today to advance the commissioning process for the final train of the 14mn t/yr (1.9bn ft³/d) stage 3 expansion at its Corpus Christi export terminal. The Federal Energy Regulatory Commission (FERC) signed off on Cheniere's request to feed propane into part of train 7's equipment. Based on previous FERC approvals and the timeline of train 6, train 7 could start producing LNG in early August before beginning commercial service in September. The stage 3 project adds seven mid-scale trains to the existing 17.4mn t/yr Corpus Christi export terminal in south Texas, where Cheniere is also building a 5mn t/yr expansion that it plans to bring complete in 2028. Cheniere has been bringing stage 3's trains on line since last 2024 and is one of two developers adding new US LNG export capacity in 2026. The other project is the 18.1mn t/yr Golden Pass LNG terminal in southeast Texas, a joint venture between QatarEnergy and ExxonMobil. By Tray Swanson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Hormuz traffic management changed forever: Iran
Hormuz traffic management changed forever: Iran
Dubai, 23 June (Argus) — Administration of the strait of Hormuz will never return to how it was prior to the US-Iran war and will instead be managed by Tehran, according to the country's parliament speaker and top negotiator Mohammad Bagher Ghalibaf. "Everyone needs to know that management of the strait will never return to the way it was before the war," Ghalibaf said. The strait has emerged as a key point of contention since the early days of the war, with Iran insisting that it and Oman, as the two countries bordering the waterway, should play a role in controlling how it is used and which vessels are allowed to pass through it. Tehran in May set up a maritime authority, the Persian Gulf Strait Authority (PGSA), in an effort to consolidate its control. The PGSA would manage transit through the strait and has said it has engaged with hundreds of vessels seeking permits to pass safely, in some cases for a toll or fee. The US-Iran interim deal, signed last week, called for Tehran to ensure movement of vessels from the Mideast Gulf to the Gulf of Oman, and vice versa, with the aim of returning traffic to pre-war levels within 30 days — by around 18 July — while allowing Iran to "remove technical and military obstacles and removal of mines." Latest data from Kpler show an uptick in seaborne Iranian crude and oil product exports as of the week starting 15 June, coinciding with the US lifting the blockade it imposed on Iranian ports in April. Iran has agreed not to charge tolls for passage through the strait, at least for the initial 60 days. But it appears intent on keeping the PGSA in control of all traffic. "Of course, we will fully comply with international law," Ghalibaf said. "But people need to understand [that administration of the strait will remain with Iran]." He said the US and Iran have agreed to "establish co-ordination mechanisms there including a hotline and a centre that can be contacted whenever there is any ambiguity or dispute." "Because the administration/management of the strait is with us, we will manage it easily," said Ghalibaf. "If there is any issue, we will solve it." A tale of two shores But Iran will have to act in co-ordination with Oman, which controls the strait's southern shore, and the two have held a meeting that could help institutionalise a new administrative regime. They agreed to form "a joint working group" to "reach agreement on the future administration of navigation in the strait of Hormuz and the services that will be provided in this regard and the costs associated with them in accordance with international standards," the Omani foreign ministry said on 23 June. Oman's foreign minister Badr Albusaidi said the sides "affirmed commitment to international law and toll-free safe passage." Any toll for passage would be incompatible with the UN Convention on the Law of the Sea (Unclos), notably Articles 38 and 42 that provide "all ships and aircraft enjoy the right of transit passage" that "shall not be impeded". Measures adopted by states bordering a strait must not have "the practical effect of denying, hampering or impairing the right of transit passage," Unclos states. But Article 42 also says states bordering straits may adopt laws and regulations relating to transit passage in respect of the safety of navigation, the regulation of maritime traffic, and the prevention, reduction and control of pollution. "The services that will be provided… and the costs associated with them in accordance with international standards," as mentioned by the Omani foreign ministry, will require clarification. By Nader Itayim and Andrey Telegin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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