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Australia gas security faces fitness test
Reassessment of the country’s export-facing gas policy coincides with worsening domestic market backdrop
Waiting for Arctic LNG 2
Without sanctions relief, there is little reason to believe the latest potential attempt at exports from the Russian liquefaction project will be more successful than the one last summer
South Korea’s transition bottlenecks keep LNG in play
The country’s new government has grand plans for renewables, but the structural changes needed for these policies will take years to carry out
Argentina makes progress on LNG dream
Eni is joining the first phase of the 30mt/yr ARGLNG, while consortium behind the smaller Southern Energy LNG has reached FID
Australia’s LNG flashpoint
Scapegoating foreign buyers will not solve country’s gas shortages
EU faces tough task following Japan LNG model
The bloc may find it very difficult to replicate Japan’s approach due to fundamental differences in policy and markets
LNG faces promises and perils ahead
LNG has opportunities to expand in established markets and access new ones, but the sector’s outlook is also fraught with uncertainties, from political and regulatory difficulties to chokepoints, project delays and cost overruns, says the IGU
Woodside adopts considered approach to Louisiana LNG
CEO Meg O’Neill explains the virtue of patience in offtake discussions amid tariff tensions
Europe’s hard choices on gas security
EU half measures over storage regulation, geopolitical risks to ending Russian gas, power outage questions and China’s LNG resale leverage make for a challenging path ahead.
China’s critical gas position
China will play a huge role in driving gas demand, with its Qatar partnership crucial to this growth amid global structural challenges
QatarEnergy Qatar LNG
Samer Mosis
8 September 2020
Follow @PetroleumEcon
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Qatari expansion: Build it and they will come?

The major brake on the Gulf’s state’s ambitions may not be resource, but rather customer appetite

Qatar lifted its 12-year moratorium on further development of the vast offshore North Field in April 2017 and, three years later, is steamrolling forward with the largest LNG expansion the industry has ever seen. If it so desired, Qatar could fund and construct almost unending expansions to what is already a 77mn t/yr, 14-train liquefaction operation. Qatar Petroleum (QP) has emphasised the vast scalability by continuing to broaden its growth plans. The 2017 North Field East expansion (NFE), initially targeting 100mn t/yr export capacity, was upped again to 110mn t/yr in 2018. Then, as if the NFE was not enough, the North Field South (NFS) expansion aims to take capacity to 126mn t/yr. While

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