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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
Bad omens for Chinese oil demand
Sino-US trade tensions could see crude consumption crumble despite recent buying behaviour
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
The many faces of China’s oil demand
While economic weakness and the electric vehicles trend have hit oil demand growth, petrochemicals and jet fuel show more nuanced changes across the barrel
China’s oil majors making gas shift
PetroChina, Sinopec and CNOOC are aiming to rebalance their energy mixes but face technically difficult deepwater and shale task
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
Taiwan’s energy dependencies laid bare
Renewed China tensions threaten island’s inflows of oil and gas from overseas
Gas industry must look beyond 2030 blindspot
Gas will become a more important part of the energy mix longer-term, raising the alarm for much-need investment as supply struggles to keep up with demand
Construction on an LNG storage and distribution project in Lianyungang, China
LNG China Myanmar
Shi Weijun
Shanghai
5 February 2025
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Myanmar LNG import terminal back on table

Growing appetite for LNG reinvigorates discussions between China and Myanmar, but civil war may prevent talk becoming action

China and Myanmar have renewed talks over a long-mooted proposal to develop an LNG import terminal in the Beijing-aligned Southeast Asian republic, but not all experts are convinced the project is closer to materialising after being floated more than a decade ago. In a meeting in Myanmar’s capital of Naypyidaw in early January, China's ambassador to the country and the military junta’s energy minister U Ko Ko Lwin discussed the “potential for swiftly collaborating” to build LNG terminals in Myanmar in light of rising gas demand in both countries. The ambassador and minister also exchanged views on exploring the feasibility of fully utilising two pipelines that carry crude oil and gas from th

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LNG gets political
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From China blocking US LNG to Trump demanding that various countries import more of the fuel, the politicisation of LNG is on the rise

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