LNG
Increased capacity from new terminals and expansions drove up exports of liquefied natural gas at the quickest rate since 2016.
While discussions on the commercial terms for gas sales continue, the release of the jackup rig intended to drill production wells calls into question Shell’s plans for first gas in 2027.
With a strong presence across US shale in the Bakken, Anadarko Basin, Powder River Basin, and the Permian, Continental Resources is expanding into Argentina’s Vaca Muerta shale as the privately held E&P giant pursues international growth.
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Equatorial Guinea government formalizes deal that paves the way for Block I development. -
War-related damage to oil and gas facilities is expected to disrupt global supply chains for years, as backlogs for critical equipment continue to grow, Rystad Energy reports.
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The rise in China’s gas production, now exceeding that of Qatar and of Australia, is also limiting growth in its LNG demand.
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Missile attacks damage LNG trains and GTL assets, with QatarEnergy warning repairs could take years.
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While physical damage to energy infrastructure has so far been limited, analysts caution that a prolonged conflict could drive prices higher even as OPEC+ proceeds with planned incremental supply increases.
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The paper describes a multientry multistage fracturing technology developed to enable longer laterals, increase stage counts, improve stimulation efficiencies, and derisk operations.
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US EIA data show exports rising from 0.5 Bcf/D in 2016 to 15 Bcf/D in 2025, positioning the US as the world’s largest LNG exporter with further capacity growth expected next year.
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Suspended by force majeure since the spring of 2021, work on the Mozambique LNG project has restarted with over 4,000 workers now engaged onshore and offshore to meet a 2029 deadline for first LNG.
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Despite a 2.8% drop in liquefied natural gas exports in 2025 because of lost market share in China, Australia anticipates a 2026 rebound as new North West Shelf capacity comes online. Meanwhile, East Coast operators brace for a tsunami of wells entering the decommissioning pipeline and potential energy shortfalls necessitating LNG imports.
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A series of major advances will move Phase One of the Alaska LNG Project from the development phase into execution.
