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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Divisions deepen over carbon pricing ahead of IMO talks
Divisions deepen over carbon pricing ahead of IMO talks
Dubai, 27 April (Argus) — Shipping industry groups and governments enter a critical round of talks at the International Maritime Organisation (IMO) this week facing deepening divisions over how to cut emissions, with no clear consensus on the design or cost of decarbonisation. The 84th meeting of the IMO's Marine Environment Protection Committee (MEPC), being held in London, follows a previous meeting in October that ended without agreement on a global emissions framework. IMO secretary=general Arsenio Dominguez later described the outcome as a "small setback", while stressing that the sector's decarbonisation efforts remain on track. At the centre of the dispute is the proposed net-zero framework (NZF), which includes a carbon pricing mechanism intended to accelerate the shift to low-emission fuels. Supporters see the framework as a necessary investment signal, while critics warn it would impose costs the sector is not yet equipped to absorb. A coalition spanning shipowners, shipping companies and ship registries — including Liberia, Panama and the Marshall Islands, which together account for a large share of the global fleet — has called for alternative approaches to be considered. The group has warned that support for the NZF "in its current form" has eroded. It is pushing for a more flexible, technology-neutral framework that would allow continued use of transitional fuels such as LNG and biofuels, while avoiding penalty-based mechanisms that could raise costs for operators and consumers. In contrast, a separate coalition of ports, logistics firms and clean fuel developers has urged governments to adopt the NZF, arguing that further delays would undermine investment in alternative fuels and slow the energy transition. The divergence highlights a deeper split within the shipping ecosystem. Shipowners and flag states are prioritising cost, fuel availability and operational feasibility at a time of heightened disruption in energy markets caused by the Iran war, while fuel suppliers and infrastructure developers are seeking regulatory certainty to underpin long-term investments. EU countries are expected to continue backing a carbon levy. The US has opposed such measures, which contributed to the postponement of a decision at last year's IMO meeting. Dominguez has also pointed to the current geopolitical environment — including disruptions to energy markets and shipping routes — as reinforcing the need to balance energy security, affordability and sustainability, a dynamic increasingly shaping the sector's approach to decarbonisation. Industry sources aligned with developing countries within the IMO told Argus that proposals based on carbon pricing or penalty mechanisms risk distorting trade flows and placing a disproportionate burden on emerging economies. They instead favour a more "pragmatic" and technology-neutral approach that reflects differing levels of fuel availability, infrastructure and economic capacity. The sources added that support from major flag states is procedurally significant, noting that backing from countries representing a large share of the global fleet will be critical to reaching any agreement. The result is a negotiation that is as much about cost allocation and regulatory design as it is about climate ambition. With no final decision expected at this week's meeting, discussions are likely to extend through the year, leaving shipowners, fuel producers and investors facing continued uncertainty over the future regulatory framework. Shipping accounts for around 3pc of global emissions and carries roughly 80pc of world trade, underscoring the importance of the IMO process for global energy markets and supply chains. By Bachar Halabi Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Japan’s Jera secures LNG supplies through July
Japan’s Jera secures LNG supplies through July
Osaka, 27 April (Argus) — Japan's largest power producer Jera has secured sufficient LNG supplies to meet domestic demand through to July, despite the ongoing conflict in the Middle East and disruptions to shipments of the fuel via the strait of Hormuz. Jera has adequate LNG stocks through July, Masato Otaki, head of the financial strategy and planning division, said at a financial results call on 27 April. Jera aims to make full use of the trading capabilities of its trading arm Jera Global Markets to ensure stable fuel procurement, he added. The company declined to comment on how it had secured alternative cargoes, whether through the spot market or by increasing intake under term contracts to offset supply suspension from the Middle East. Jera currently holds a term contract with state-owned Qatargas to buy 700,000 t/yr of LNG through 2028, before entering a separate 27-year offtake deal with state-owned QatarEnergy for a 3mn t/yr starting in 2028. Concerns are also growing over LNG exports from the 9.3mn t/yr Ichthys LNG project in northern Australia because of a potential strike , which could add to disruptions from the Middle East. Jera will consider and implement response measures on a case-by-case basis, because strikes can in some cases be resolved within a limited period, among various other outcomes, Otaki said. Jera is Japan's largest LNG importer, using 22.35mn t for power generation in the April 2025-March 2026 fiscal year, the company said. This accounted for 34pc of the country's total LNG imports of 65.3mn t over the same period, according to the preliminary customs data. Jera's LNG consumption edged down 0.4pc from a year earlier in 2025-26, possibly reflecting higher thermal efficiency, while gas-fired generation rose by 0.7pc to 170.9TWh during the same period. Jera also burned 20.94mn t of coal to produce 57.8TWh of electricity in 2025-26, which was up by 2pc and 2.5pc respectively from a year earlier. By Motoko Hasegawa Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Shipping needs pragmatic decarbonisation approach: IMO
Shipping needs pragmatic decarbonisation approach: IMO
Singapore, 24 April (Argus) — The maritime sector's push towards net-zero emissions suffered a "small setback" at the International Maritime Organisation (IMO) Marine Environment Protection Committee (MEPC) meeting last October, but the industry needs a "pragmatic" approach given the current geopolitical climate, IMO secretary general Arsenio Dominguez said at the Singapore Maritime Week (SMW) conference this week. The focus on decarbonisation "is not diminished", said Dominguez, adding that research and investment into decarbonising the sector is still ongoing. Freedom of navigation and the safety of crew remains top of mind for the maritime industry, and the IMO has proposed an evacuation framework for affected vessels in the Mideast Gulf. The sector is keeping close watch on the 84th Marine Environment Protection Committee (MEPC) that will be held in London next week, and key shipping groups have expressed support for the IMO's greenhouse gas (GHG) reduction ambitions ahead of the session. The US-Iran war foregrounds the energy trilemma between energy security, affordability, and sustainability, said SMW panellists, noting the maritime sector needs to balance all three components for a resilient transition to greener fuels, particularly as the shipping sector is "pulled in many directions" given short-term supply shocks and regional regulations. Recent supply shocks have shown countries need to diversify their economy and source for alternative fuel options, said Dominguez. But panellists emphasised that cost barriers have slowed the shift to greener fuels, since affordability requires scale and investment. One of the things that would drive the scale-up and investment in greener fuels is the certainty of regulations, said Stefan Nysjo, head of power supply at Finnish engine manufacturer Wartsila Marine Power. Supportive policies are "important when you're entering a market where there is no market", said ExxonMobil Asia Pacific chairman and managing director Geraldine Chin. A carbon accounting system underpinned by transparency is the way forward, said Chin, stressing that carbon intensity systems must be implemented on a total life cycle basis, and gradually such that it doesn't shock the market. Decarbonisation solutions "must be economic" and the market must depend on new technologies that would support the uptake of alternative fuels like ammonia, hydrogen, and methanol, she said. But several panellists noted that businesses are not waiting for regulations to be fixed before deciding what to do in terms of decarbonisation. We have to look at "what are the options today… and not in 20 years", said Mediterranean Shipping Company (MSC) head of maritime policy and government affairs Marie-Caroline Laurent. MSC had chosen the LNG pathway with the hope of progressing to bio-methane and e-methane in the future, although they are not closed to other fuel options. "The choice was a very practical one," said Laurent. Maersk has committed to low-carbon fuel options, with methanol being one of them, said its management and technology Leonardo Sonzio. The Danish container liner has net-zero greenhouse gas emissions target by 2040, with intermediate targets by 2030. Smaller shipping firms may not have the luxury of choosing several fuel pathways, said shipping firm CMB.Tech's chief executive Alexander Saverys. Decarbonisation can only pick up when the cost of alternative fuels becomes "cheap compared to diesel", said Saverys, adding that CMB.Tech had chosen the ammonia pathway given its usage in other industrial sectors. Economist Martin Stopford said a lot of the "low hanging fruits" have been picked in the past 50 years, driven by demand for energy from crude, and the "move to a new era" of cleaner fuels would require higher costs, deeper knowledge and further efforts in development. By Cassia Teo Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Lebanon ceasefire extended by 3 weeks: Trump
Lebanon ceasefire extended by 3 weeks: Trump
Washington, 23 April (Argus) — Israel will suspend military operations in Lebanon for another three weeks beyond the existing ceasefire deadline of 26 April, President Donald Trump said on Thursday following talks between Israeli and Lebanese envoys at the White House. The ceasefire negotiated a week ago was due to expire at 8pm ET (20:00 GMT) on 26 April, so a three-week extension will push it until 17 May. Lebanon-based, Iran-backed Hezbollah militants launched drone and missile attacks against Israel last month, opening a new front in the US-Israel war against Iran and drawing a heavy-handed response from Israel against civilian areas and infrastructure in Lebanon. Israel and Hezbollah exchanged small scale attacks in recent days, despite the ceasefire. The ceasefire agreement allows Israel to "take all necessary measures in self-defense, at any time, against planned, imminent, or ongoing attacks". But Trump said on 17 April that he "prohibited" Israel from carrying out attacks in Lebanon. The Lebanon ceasefire agreement on 16 April came in response to Tehran's demand for Israel to cease hostilities, as part of a broader US-Iran push for a negotiated end to the war. "It'll be a wonderful thing to get (a Lebanon-Israel peace agreement) worked out simultaneously with what we're doing in Iran", Trump said on Thursday. But prospects for a US-Iran agreement look more remote now than they did a week ago. The strait of Hormuz remains largely closed to navigation, and the US naval blockade of Iranian trade continues despite a ceasefire that Trump said on 21 April will continue indefinitely. There is no date set for the next round of US-Iran talks. Trump in recent days said that Iran's leadership is fractured over a possible deal with the US. He also downplayed Iran's ability to control the strait of Hormuz and declared that it was, in fact, the US that retained control over that waterway since "no ship can enter or leave without the approval of the United States Navy". Trump also said in a social media post on Thursday that he was not "'anxious' to end the War (if you would even call it that!) with Iran, please be advised that I am possibly the least pressured person ever to be in this position." Iran's president Massoud Pezeshkian, parliamentary speaker Mohammad Bagher Ghalibaf and other officials appeared to respond to Trump's claims of fractures in Tehran with similarly worded social media posts insisting that Iran's leadership is in fact united. The US naval blockade in the Gulf of Oman and across the Indian Ocean — in effect since 13 April — has resulted in the capture of three Iranian vessels and has forced 31 Iranian ships to return to ports in Iran, the Pentagon said on Thursday. Iran has responded to the US actions by seizing two containerships owned by Swiss firm MSC that were transiting the strait of Hormuz. Iran's response does not amount to a ceasefire violation, the White House said on Wednesday. Trump reiterated on Thursday that the US public should be prepared for a conflict with Iran of long duration, similar to the Vietnam war or the Second World War — which he said was justified by the need to eliminate Iran's alleged nuclear weapons program. US oil executives are beginning to voice concerns over the inconsistent messaging from the White House about the possible duration and impacts from the confrontation with Iran, which they said is deterring an appropriate supply response from US oil producers. "If the administration feels that we need to prolong the conflict, it needs to better articulate the long-term strategic goal," an oil executive said in an anonymous survey compiled by the Federal Reserve Bank of Dallas and released on Thursday. "There is no way to predict the outcome of the war with Iran," another upstream executive said. "The effect it will have on domestic oil production depends on how long the strait remains closed, and that is how long Iran can control the movement through the strait." By Haik Gugarats Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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