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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
Russia’s implausible gas strategy
The country may have the resources, but sanctions and a lack of market access make its gas ambitions look very questionable
LNG importers decry EU methane rules
Industry says compliance is near-impossible and have called for more clarity to prevent cargoes being redirected
LNG gets political
From China blocking US LNG to Trump demanding that various countries import more of the fuel, the politicisation of LNG is on the rise
Trump’s LNG metamorphosis
Fast-tracking US project approvals and increased trade pressures have already changed the LNG landscape since Trump came to office, with further transformation ahead
EU and UK look to security beyond gas
The scars of the Russia crisis have accelerated Europe’s push to wean itself off gas dependence as the growing globalisation of LNG becomes a double-edged sword
Power play signals change in Nigeria
With a new board appointed to lead NNPC and moves by President Tinubu to exert control in the Delta region, there is renewed hope the country will be able to turn the corner and rebuild production to former peaks
Mozambique LNG financing cannot lift security gloom
Long-delayed prospects for onshore LNG production in Mozambique have improved thanks to US financing approval, but security challenges blight way ahead
Qatar’s Syria gas deal makes regional waves
The Gulf state’s offer to supply electricity-starved Syria is an opportunity to support a key ally, but Doha’s ambitions to build broader pipeline networks to Turkey and Europe face challenges
Saad Sherida al-Kaabi, Qatar's energy minister and CEO of QatarEnergy, at the signing of the CNPC SPA
Qatar LNG
Alex Forbes
9 November 2023
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Qatar ramps up LNG marketing as NFE work begins

Construction of the world’s largest-ever LNG export project is underway, but it has a long way to go to secure deals for 48mt/yr of new capacity

October was a hectic month for Qatar’s LNG industry and the numerous foreign partners in the projects that make up the North Field Expansion (NFE), the world’s largest-ever LNG project. The month began with a ceremony at Ras Laffan Industrial City to mark the laying of the project’s foundation stone by Emir Sheikh Tamim bin Hamad al-Thani. Several more ceremonies were held over ensuing weeks as long-term SPAs were signed with major foreign partners. From an engineering perspective, Qatar now faces the immense challenge of building six “mega-trains”, each around 1km long and capable of liquefying 8mt/yr of gas. “The Qataris have a lot of LNG to sell” Corbeau, Center on Global Energy Pol

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