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Zu den massiven Angebotsausfällen durch die Schließung der Straße von Hormus kommen nun noch beträchtliche Exportausfälle aus Russland hinzu. Laut Angaben von Reuters sind derzeit rund 40% der Exportkapazitäten in Russland lahmgelegt. Grund hierfür sind intensivierte Drohnenangriffe der Ukraine auf die Ölhäfen Primorsk und Ust-Luga an der Ostsee sowie den Hafen Noworossijsk am Schwarzen Meer. Seit Ende Januar ist die Druschba-Pipeline geschlossen, durch die russisches Öl nach Ungarn und in die Slowakei transportiert wurde.. --- Die Ausfälle summieren sich laut Reuters auf rund 2 Mio. Barrel pro Tag und sind damit die größten in der jüngeren Geschichte Russlands.. --- US-Energieunternehmen optimistischer, jedoch keine deutliche Ausweitung der Ölbohrungen.. --- Schäden an Katars LNG-Verflüssigungsanlagen unterstützen Gaspreise längerfristig..

Soaring Prices Set To Crash China's LNG Imports To 8-Year Low Submitted by Tsvetana Paraskova of OilPrice.com Surging LNG prices amid the war in the Middle East are set to lead to the lowest monthly LNG imports into China in eight years as Qatari and UAE supply is off the market and Chinese buyers look to raise supply from domestic gas production and pipeline deliveries. China is on track to import about 3.7 million tons of LNG in March, per tanker-tracking data by Kpler cited by Bloomberg. That would be the lowest monthly import level in the world's top LNG importer since the spring of 2018, as well as a 25% slump compared to March 2025, according to Bloomberg data and analysis. The de facto closure of the Strait of Hormuz has stranded all Qatari and UAE supply of LNG. Additionally, Qatar's LNG capacity has been severely damaged by Iranian missile attacks, which forced state firm QatarEnergy to declare force majeure on contracts and start quantifying the losses. The Iranian missile attacks...

Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record. One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years. That brings us to Goldman commodities expert Samantha Dart's warning to clients about five months ago, in which she said the "largest-ever LNG supply wave" was set to hit, pushing prices lower. The question now is whether Dart's warning still holds, given that the Iranian attack on Qatar's Ras Laffan gas facility wiped out about 17% of the country's LNG export capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies to Europe and Asia. Repairs...

The European Union should consider ways to sever the link between gas and electricity costs to limit the fallout from the Iran war, according to the head of the International Energy Agency....

Both sides expressed readiness to increase LNG supplies...

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The Iran conflict underscores U.S. energy producers' advantages, especially for liquefied natural gas exports....

QatarEnergy Declares ForceMajeure For LNG Shipments Through May, Representing As Many As 90 Cargoes The already dismal LNG supply situation just got worse. With up to 20% of global LNG flows shuttered due to the ongoing blockade of the Hormuz Strait and the extensive damage of Qatar LNG infrastructure, QatarEnergy has declared force majeure on some of ⁠its long-term liquefied natural gas (LNG) supply contracts, including ‌for customers ⁠in Italy, Belgium, South Korea ⁠and China, effectively canceling contractual obligations. That would represent as many as 90 cargoes according to Bloomberg. The move on Tuesday comes amid ongoing production and supply disruptions caused by the United States-Israeli war on Iran. Force majeure is a clause in contracts that allows a party to be excused from its obligations due to unforeseeable events. Petroleum companies in Kuwait and Bahrain have also recently invoked force majeure. Last week, QatarEnergy CEO Saad al-Kaabi said an Iranian attack on Qatar...

A plant that liquifies and exports natural gas from the Gulf Coast of Texas has sold $2 billion of bonds, according to a spokeswoman....

First Qatar Supply Shock, Now Cyclone Chaos Slams Major Australian LNG Plants In a troubling overnight development that could further deepen the Gulf energy shock, especially in global LNG markets, a tropical cyclone has disrupted operations at three major Australian LNG facilities, which together account for roughly 8.4% of global supply. The timing is alarming: Iranian strikes have already knocked out about 17% of Qatar's LNG export capacity, with repairs potentially taking years. The Australian outages now add near-term supply risks for buyers, particularly in Asia and Europe, who are already panicking and scrambling for new supplies. Tropical Cyclone Narelle is bearing down on Western Australia's coastline and has sparked major disruptions across three of Australia's top LNG facilities, including Gorgon, Wheatstone, and North West Shelf (as per Bloomberg):  Woodside Energy Group Ltd.'s North West Shelf export plant in Western Australia had a production interruption due to severe Trop...

Natural gas powers a quarter of the world, and almost a fifth of LNG moves through the Strait of Hormuz....

A strong cyclone has affected liquefied natural gas plants in Australia, potentially adding more pressure to a market already reeling from massive supply disruption caused by war in the Middle East....

Deutschland ist abhängig von Energieimporten. Ökonomen und Katherina Reiche wollen mehr eigenes Erdgas fördern. Und plötzlich ist ein altes Verbot wieder auf dem Tisch....

Trotz Sanktionen fließt russisches LNG in die EU. Was genau bedeutet das für den russischen Haushalt und wie sehr greifen die EU-Sanktionen?...

Apart from crude oil disruptions, the supply of LPG and LNG have also been hit. India imports a big portion of its LPG and LNG needs and has been looking to step up procurement from alternative sources....

Früher lagen Kohlevorräte sichtbar vor Kraftwerken. Heute verlässt man sich auf globale Lieferketten, die aber jederzeit unterbrochen werden können. Während Länder wie China ihre Kohlekapazitäten konsequent ausbauen und absichern, hat Deutschland zentrale Teile seiner einstmals gesicherten Energieversorgung abgerissen. Und in die Luft gesprengt und die Versorgungssicherheit geopfert. Doch die Straße von Hormuz zeigt: Nicht Ideologie entscheidet über Energie – sondern Physik, Geografie und Macht..

WASHINGTON (dpa-AFX) - The Public Service Commission of South Carolina (PSCSC) has approved Duke Energy's plans to build a new natural gas generation facility in Anderson County.According to a sur......

China's liquefied natural gas imports this month are on pace to hit the lowest level since 2018, according to ship-tracking data compiled by Kpler, as a price spike caused by the conflict in the Middle East curbs demand....

According to Leonid Mikhelson, the first supply may amount to 1 mln tons...

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