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。
アーガスは、国際的なLNG市場に関する詳細かつ信頼性の高い視点を専門的に提供します。お客様は重要なデータセットや分析、包括的な分析、市場を動かす業界ニュースへのライブアクセスを得ることができます。アーガスのLNGサービスは、世界中の主要なLNG取引ハブに拠点を置く市場専門家によるものです。
160カ国の企業、商社、政府が、より賢明な意思決定、状況分析、リスク管理、取引の円滑化、長期計画の立案をサポートするために、当社のデータを信頼しています。
Latest LNG news
Browse the latest market moving news on the global LNG industry.
Forced gas sales risk supply, investment: AEP
Forced gas sales risk supply, investment: AEP
Adelaide, 19 May (Argus) — Australia's oil and gas producers have warned that forcing domestic gas sales could undermine investment and worsen future supply shortfalls in eastern state, as Canberra designs its proposed 20pc reservation scheme. The plan — which would quarantine gas volumes equivalent to 20pc of LNG exports for domestic use — could initially lower prices for local consumers. But industry leaders warned at the Australian Energy Producers' (AEP) conference in Adelaide on 19 May that it could ultimately deter investment if prices fall below production costs. Mandatory sales obligations, under which companies would be required to supply 20pc of planned export volumes into domestic pipelines before receiving LNG export approvals, would "absolutely destroy" investment signals, Shell Australia chair Cecile Wake said. Federal energy minister Chris Bowen has dismissed concerns that this would occur , pointing to Western Australia's (WA's) 15pc domestic reservation scheme — in place since 2006 — as evidence that domestic producers can compete. But Australian independent Woodside's chief executive Liz Westcott said WA's individual project-based model allows flexible delivery over the life of projects, helping ensure supply when needed in the next decade, in line with government forecasts that shortfalls could emerge . For multi-decade investments such as Woodside's North West Shelf project, domestic gas obligations can be met when the market requires it, Westcott said, adding that flooding either the eastern or western markets with excess gas in the 2020s would be "sacrificial" to supply needs in the 2030s and ultimately counterproductive. LNG projects not designed to fill policy gaps The "devil will be in the detail" regarding the reservation scheme's ultimate design, expected to be unveiled later this year, Australian independent Santos' chief executive Kevin Gallagher said, adding that LNG projects were never designed to compensate for poor long-term gas planning in states such as Victoria and New South Wales. But if it is designed as a prospective scheme, to encourage more production in line with the WA model, the domestic reservation would work in the national interest, Gallagher said. The company's next two investment decisions will focus on the Papua LNG project and further phases of the Pikka oil project in Alaska's North Slope region. But the Beetaloo sub-basin in Australia's Northern Territory holds acreage that could one day feed the 3.7mn t/yr Darwin LNG or the 7.8mn t/yr Gladstone LNG on the east coast, Gallagher added, while also supporting domestic demand. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Iran says diplomacy, negotiations continue
Iran says diplomacy, negotiations continue
Dubai, 18 May (Argus) — Iran's foreign ministry has said negotiations with Washington aimed at ending the war are continuing, even as US President Donald Trump issues increasingly incendiary rhetoric towards Tehran. Trump last week described Tehran's response to a US plan to end the war was "totally unacceptable" and a "piece of garbage" that he did not finish reading. He said the ceasefire, which has been in place since 8 April, was "on life support." At the weekend, Trump issued new threats against Tehran, saying "the clock is ticking" and that Iran had "better get moving, FAST, or there won't be anything left of them." On Monday, Iran's foreign ministry spokesman Esmail Baghaei dismissed Washington's framing of the negotiations. "After we presented our 14-point plan, the American side raised its concerns. In return, we also raised our concerns," he said. "And last week, despite the American side publicly announcing that the plan was rejected, we still received a set of amendments via our Pakistani mediators." Iran's latest response to the US was sent on Sunday 17 May, he said, and "the process continues through Pakistan." Iran's nuclear activities remain the foremost sticking point between the sides, with Trump repeatedly insisting Iran cannot be allowed to have a nuclear weapon. Iranian state media on Sunday published five conditions the US has set for Iran to secure a deal, including the shuttering of all but one nuclear facilities, and the transfer of Iran's stockpile of highly enriched uranium to the US. Baghaei today would not be drawn on the US proposals, but reiterated Iran's right to enrich uranium is protected as a signatory to the non-proliferation treaty (NPT), and is therefore up for neither negotiation nor compromise. Planning for Hormuz The unresolved situation means shipping is still disrupted through the strait of Hormuz. Trump has over the past two months repeatedly claimed agreements with Iran that he said should restore at least some traffic through the strait. But little has changed since the start of the war, prompting Washington to impose last month a blockade of its own on vessels travelling to and from Iranian ports. Argus reported in April that Iran's parliament was discussing a bill to formalise and govern Tehran's oversight and management of traffic through the strait. At that point, the bill had secured the approval from parliament's national security council, but had not been brought to parliament. Speaking at the weekend, Ebrahim Azizi, head of parliament's national security council, said this framework "to manage traffic in the strait" had been prepared, and would "be unveiled soon." "Under this framework, only commercial vessels and parties co-operating with Iran can benefit from it," Azizi said. The route will be closed to operators of Project Freedom, he said, referring a US operation to support vessels stranded in the Mideast Gulf to exit through the strait. Speaking on Monday, Baghaei said Iran is "in continuous contact with Oman and other relevant countries" as it develops this new mechanism. Iranian and Omani experts met on the matter last week, he said. By Nader Itayim Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Western Australia to retain 15pc gas reservation rule
Western Australia to retain 15pc gas reservation rule
Sydney, 15 May (Argus) — The Australian federal government's newly announced 20pc gas reservation mandate will not apply to Western Australia (WA) state, which will retain its 15pc rule following consultation. WA has engaged with Canberra to understand the policy implications of its decision, a WA government spokesman said on 15 May, with assurances provided that WA's existing gas reservation policy will "satisfy any requirements of a national scheme". WA instituted rules reserving 15pc of all gas volumes from the state's four onshore LNG terminals for domestic supply in 2006. But Canberra had said it would apply laws requiring volumes equal to 20pc of LNG export volumes to be reserved for Australian users nationally. "This is across the board, it's national, no one is exempt," resources minister Madeleine King on 7 May. "We will go through a process with the [WA] government around how the WA existing domestic gas reservation policy is taken into account." WA is not connected to Australia's eastern states via either gas or electricity networks and hosts the Woodside-operated 14.3mn t/yr North West Shelf and 4.9mn t/yr Pluto terminals, as well as Chevron's 8.9mn t/yr Wheatstone and 15.6mn t/yr Gorgon LNGs. Mandate shortfalls Despite the 15pc mandate in WA existing for nearly 20 years, a 2024 parliamentary report found just 8pc of volumes of gas had actually reached domestic users but LNG projects including Australian independent Woodside Energy's 4.9mn t/yr Pluto terminal were making commitments to increase flows. The state eventually softened restrictions to allow onshore developers of gas fields to export about 20pc of their output as LNG during a five-year window in a bid to drive new investment. The federal 20pc domestic reservation scheme was announced prior to consultation commencing, but it now appears it will only apply in full to the three Gladstone harbour-based projects. Some companies operating in Australia's eastern states told Argus they expect this to begin from later next week, while King has also promised talks with the Northern Territory (NT) government about the reservation's impact there. The NT, where the 3.7mn t/yr Darwin and 9.3mn t/yr Ichthys LNG terminals are located, has a small population and no significant pipeline connection to the east coast gas grid. The reservation scheme will respect all LNG export contracts entered into before Canberra's announcement of the plan on 22 December 2025 , King has said. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
New Zealand’s Meridian reports higher hydro storage
New Zealand’s Meridian reports higher hydro storage
Sydney, 15 May (Argus) — New Zealand utility Meridian Energy reported higher hydropower storage levels and stronger electricity demand in April, as the country heads into the winter peak demand season with well-supplied generation reserves, it said today. Meridian Energy generated 1,009GWh of electricity in April, up by 13.5pc from 887GWh a year earlier, reflecting stronger hydro generation despite weaker wind output. National hydro storage increased to 119pc of the historical average on 11 May from 106pc on 13 April. South Island storage reached 109pc of average levels, while North Island storage surged to 201pc of average following heavy rainfall events. The elevated storage levels could reduce pressure on New Zealand's major non-renewable electricity generator, the 953MW Huntly power station on the North Island operated by Genesis Energy, which can run on coal or gas. Genesis cut its combined coal- and gas-fired output at Huntly by 45pc year-on-year to 869GWh in July–December 2025, explicitly attributing the reduction to increased hydroelectric generation. Coal- and gas-fired output from Huntly's Rankine units fell from 812GWh to 242GWh over that period, while output from its gas-fired units dropped from 755GWh to 627GWh. The four major New Zealand utilities — Genesis, Mercury, Meridian and Contact — agreed to underpin a coal-fired power reserve at Huntly, offering 150MW of Huntly Firming Options (HFOs) to market participants from 1 January to provide system security when hydro, gas and wind supplies are limited. Genesis has also set aside up to 600,000t of coal for dry winter conditions, with the HFOs intended to help limit wholesale power price volatility during peak winter demand. Genesis is also set to commission a 200MWh battery system at Huntly in July–September, coinciding with the peak winter demand period. By Lawrence Wen Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Spotlight content
Browse the latest thought leadership produced by our global team of experts.
Explore our LNG products
Real time access to our independent and trusted benchmarks, critical market data and analytics, in-depth analysis, and the latest market news. Argus LNG is relied upon by energy companies, governments, banks, regulators, exchanges and many other organizations as source of reliable and unique insights into the global markets.
Key price assessments
Argus prices are recognised by the market as trusted and reliable indicators of the real market value. Explore some of our most widely used and relevant price assessments.