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European gas faces renewed strain after winter drawdowns
Sustained low temperatures have depleted storage levels and exposed the EU’s vulnerability to shocks even as the bloc moves ahead with phasing out all Russian imports
LNG, a strategic safeguard
Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
A dual-coast LNG strategy
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
Cheniere’s disciplined expansion
US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment
The new LNG wave is finally here
Growth in LNG supply will surpass the rise in demand in 2026 for the first time in years, according to Mike Fulwood, senior research fellow at the OIES, but lower prices are likely to encourage fuel switching and could create more demand on a permanent basis
LNG trends in developing economies
Awais Ali Butt, manager for sales and business development at Pakistan LNG Ltd, discusses LNG’s role in energy security across developing, price-sensitive economies, as well as examining trade-offs between buying strategies and the impact of lower prices and policy on import behaviour 
LNG remains frontrunner among low-carbon marine fuels
LNG’s technical maturity, availability and price, as well as regulation, have driven its rapid adoption as a marine fuel, yet its future in shipping will depend on transition policies and progress in cutting methane emissions and scaling bio- and synthetic LNG, according to Carlos Guerrero at Bureau Veritas
A new force in US LNG
With Texas LNG approaching financial close, Alaska LNG advancing towards a phased buildout and Magnolia LNG positioned for future optionality, Glenfarne CEO Brendan Duval says the coming year will demonstrate how the company’s more focused, owner-operator approach is reshaping LNG infrastructure development in North America
Letter from Qatar: Greater purpose and direction for LNG
The global gas industry is no longer on the backfoot, hesitantly justifying the value of its product, but has greater confidence in gas remaining a core part of the global energy mix for decades
LNG steps in as Brazil’s gas boom masks tight marketable supply
With marketable supply unlikely to grow significantly and limited scope for pipeline imports, Brazil is expected to continue relying on LNG to cover supply shortfalls, Ieda Gomes, senior adviser of Brazilian thinktank FGV Energia, tells Petroleum Economist
Tellurian chairman Charif Souki speaking at a gas event
Tellurian LNG Covid-19
Charles Waine
13 March 2020
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Debt cliff looms for Tellurian

Question marks over Driftwood LNG project as would-be LNG exporter scrambles to service creditors

US LNG developer Tellurian had spoken optimistically about reaching FID on its landmark Driftwood LNG project this year. In July, French equity partner Total confirmed an investment of $500mn, and in September Indian importer Petronet signed a memorandum of understanding for up to 5mn t/yr. Momentum was starting to build. But progress now looks less certain, ratcheting up investor nerves. During US President Donald Trump’s visit to India in February, Petronet announced it would delay its final decision by a further two months; the new deadline is 31 May. This uncertainty has combined with plummeting spot and oil-linked LNG prices—on the back of the Opec+ failure and Covid-19 impacts on deman

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