Stephen Stapczynski

Japan imported its 1st shipment of liquefied natural gas 50 years ago today. Now the nation is the world’s largest buyer of the fuel (and pioneered the industry)

Hiroshi Anzai is the little known maverick who played a key role in Japan becoming an LNG juggernaut

thread below 👇

Qatar's LNG loadings pick up to around half of the pre-war levels 🇶🇦📈

The number of LNG cargoes departing Qatar’s Ras Laffan plant has ranged from 13 to 15 on a 10-day moving avg basis so far in November

Thats a steady rise from September and October

bloomberg.com/news/articles/…

Adnoc is exploring building an LNG export plant that wouldn't require shipments to go through Hormuz 🇦🇪🚢

Such a terminal is "being investigated," said Adnoc Gas' CFO. "Work is done to see whether that is a value proposition. It is not at this moment decided what will happen."

GOOD NEWS FOR EUROPE? 🇪🇺 👍

China’s domestic natural gas prices are weakening, curbing the world’s biggest LNG importer’s appetite for expensive seaborne shipments

This could free-up more LNG supplies for rival importers in Europe and Asia

bloomberg.com/news/articles/…

The gas turbine supply crunch rages on⚠️⚠️

📈 Mitsubishi Heavy's large frame turbine orderbook expanded to 83 units (or 37 gigawatts) in end September
⚡ A boom in data centers has prompted utilities and technology companies to accelerate plans for new gas power plants