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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Japan’s Jera in talks for extra term LNG supply
Japan’s Jera in talks for extra term LNG supply
Osaka, 16 March (Argus) — Japan's largest LNG importer Jera is in discussions with suppliers under long-term contracts over potential additional LNG procurement, while maintaining sufficient inventories at least for March and April, a company spokesperson told Argus today. The talks come as the ongoing US-Iran war has disrupted LNG shipments through the strait of Hormuz. The company declined to provide further details on possible additional supplies, such as the country of origin, volume, or shipping schedule. No vessels bound for Jera have been affected by the closure of the strait of Hormuz so far. But if the situation escalates or becomes prolonged, navigation restrictions on LNG carriers could be imposed, potentially affecting shipments to Japan and commodity prices, the spokesperson said. Japan depends on the Middle East for around 10pc of its LNG needs, with imports through the strait — including from Qatar and the UAE — accounting for around 6pc. Jera currently holds a term contract with state-owned Qatargas to buy 700,000 t/yr of LNG through 2028 and has secured a 3mn t/yr, 27-year offtake deal with state-owned QatarEnergy starting in 2028. It remains unclear how much LNG inventory Jera currently holds, but an LNG shortage is not expected at this time, the company said. Japan's overall LNG stocks stand at slightly less than 4mn t, including volumes for power generation and city gas production, Meti said on 10 March. The combined stock level is equivalent to about a year of imports through the strait of Hormuz, Meti added. Stronger tie-up with South Korea Jera signed a memorandum of understanding (MOU) with South Korea's state-owned Kogas on 14 March to further enhance cooperation in optimising their LNG operation. The companies plan to explore cargo swaps by utilising their LNG terminals, while convening information exchange meetings at least twice a year. Nothing has been decided regarding cargo swaps under the current instability in Middle East supply, the spokesperson said. The latest MOU has advanced the existing cooperation between Jera and Kogas in their LNG business. The companies have strengthened their partnership particularly since the April 2023 agreement , in which they committed to discussing future collaboration to ensure stable LNG imports, including cargo swaps, trading, shipping optimisation and exchange of their market views. By Motoko Hasegawa Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
UK weighs Trump request to help reopen strait: Update 2
UK weighs Trump request to help reopen strait: Update 2
Adds details from joint GCC-UK statement London, 15 March (Argus) — The UK is considering how it can support efforts to reopen the strait of Hormuz after US president Donald Trump asked the UK and other countries to send warships to the waterway to defend against Iranian threats to shipping. "It is very important that we get the strait of Hormuz reopened," UK energy minister Ed Miliband said on Sunday in an interview with the BBC. "And we have already been talking with our allies, including the US, about this. There are different ways that we could contribute, including with mine-hunting drones. All of these things are being looked at in concert with our allies. Any options that can help to get the strait reopened are being looked at." The UK and the Gulf Cooperation Council, in a joint statement by their foreign ministers on Sunday, cited the importance of safeguarding "maritime routes" and the stability of global energy markets. At a meeting last week, the foreign ministers recognized the "inherent rights" of council members — Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the UAE — to defend themselves, and stressed that stability in the Gulf is "intrinsically linked" to the UK, they said. In a social media post on Saturday, Trump urged the UK, China, France, Japan and South Korea to send warships to the strait so that it was no longer subject to threats from Iran and could be reopened. "The Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT!" Trump said. "The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be." In a separate post, Trump added that "hopefully China, France, Japan, South Korea, the UK, and others, that are affected by this artificial constraint, will send Ships to the area so that the Hormuz Strait will no longer be a threat by a Nation that has been totally decapitated." "One way or the other, we will soon get the Hormuz Strait OPEN, SAFE, and FREE!" Trump said. US energy secretary Chris Wright told NBC's Meet the Press on Sunday that he expects China will be a "constructive partner" in helping to reopen the strait of Hormuz. A crucial chokepoint for global energy trade which last year handled around 19mn b/d of crude and petroleum products, the strait has been largely closed to shipping since early March because of the threat of drone and missile attacks from Iran. But some ships are getting through. Five tankers carrying LPG, LNG and crude went through the strait of Hormuz last night, Wright said. "So, we know flow through the straits of Hormuz is possible." Iran did not fire on those vessels. "Probably they made a deal with India," Wright said. Iran's foreign minister Abbas Araqchi told CBS' Face the Nation on Sunday that Tehran has been approached by a "number of countries" wanting to have safe passage through the strait. "This is up to our military to decide," he said. Tehran has fired on other vessels in the region and has attacked US military bases and energy and other infrastructure across the Middle East, as retaliation for the ongoing air attacks launched against Iran by the US and Israel since 28 February. Trump has tasked the US military with reopening the waterway and promised to provide naval escorts for ships stranded in the Mideast Gulf, but senior US military officials on 13 March declined to provide a timeline or details of any plan for how that would be accomplished. By Jim Washer and David Ivanovich Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
UK weighs Trump request to help reopen strait: Update
UK weighs Trump request to help reopen strait: Update
Updates with comments from US energy secretary, Iran's foreign minister. London, 15 March (Argus) — The UK is considering how it can support efforts to reopen the strait of Hormuz after US president Donald Trump asked the UK and other countries to send warships to the waterway to defend against Iranian threats to shipping. "It is very important that we get the strait of Hormuz reopened," UK energy minister Ed Miliband said on Sunday in an interview with the BBC. "And we have already been talking with our allies, including the US, about this. There are different ways that we could contribute, including with mine-hunting drones. All of these things are being looked at in concert with our allies. Any options that can help to get the strait reopened are being looked at." In a social media post on Saturday, Trump urged the UK, China, France, Japan and South Korea to send warships to the strait so that it was no longer subject to threats from Iran and could be reopened. "The Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT!" Trump said. "The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be." In a separate post, Trump added that "hopefully China, France, Japan, South Korea, the UK, and others, that are affected by this artificial constraint, will send Ships to the area so that the Hormuz Strait will no longer be a threat by a Nation that has been totally decapitated." "One way or the other, we will soon get the Hormuz Strait OPEN, SAFE, and FREE!" Trump said. US energy secretary Chris Wright told NBC's Meet the Press on Sunday that he expects China will be a "constructive partner" in helping to reopen the strait of Hormuz. A crucial chokepoint for global energy trade which last year handled around 19mn b/d of crude and petroleum products, the strait has been largely closed to shipping since early March because of the threat of drone and missile attacks from Iran. But some ships are getting through. Five tankers carrying LPG, LNG and crude went through the strait of Hormuz last night, Wright said. "So, we know flow through the straits of Hormuz is possible." Iran did not fire on those vessels. "Probably they made a deal with India," Wright said. Iran's foreign minister Abbas Araqchi told CBS' Face the Nation on Sunday that Tehran has been approached by a "number of countries" wanting to have safe passage through the strait. "This is up to our military to decide," he said. Tehran has fired on other vessels in the region and has attacked US military bases and energy and other infrastructure across the Middle East, as retaliation for the ongoing air attacks launched against Iran by the US and Israel since 28 February. Trump has tasked the US military with reopening the waterway and promised to provide naval escorts for ships stranded in the Mideast Gulf, but senior US military officials on 13 March declined to provide a timeline or details of any plan for how that would be accomplished. By Jim Washer and David Ivanovich Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Fujairah crude tanks damaged in drone strikes: Sources
Fujairah crude tanks damaged in drone strikes: Sources
Dubai, 14 March (Argus) — At least two crude storage tanks in Fujairah were damaged in drone strikes on Saturday, in the latest such incident at the UAE's key product storage and bunkering hub, sources familiar with port operations told Argus . The tanks later caught fire, but the blaze was quickly contained, the sources said. Another strike was reported near the Vopak terminal area, although the exact location could not be immediately confirmed. It was also not immediately clear whether the incident had disrupted wider port activity. The incident came a day after US President Donald Trump threatened to order the destruction of Iran's main oil loading facility on Kharg island to force Tehran to reopen the strait of Hormuz . Fujairah is a key bunker fuel supply hub for ships transiting the strait and is also the world's third-largest storage hub for crude oil and refined products. Fujairah Oil Tanker Terminal (FOTT), where most crude loadings take place, had also sustained damage from falling debris following what authorities described as a successful air defence interception on 9 March. Most storage terminals and berths at Fujairah have since resumed operations, although Mena Fujairah Terminal has yet to recover after drone debris damaged their naphtha tanks last week . By Rithika Krishna and Elshan Aliyev Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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