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Commodities

Japan cuts gas 16% as Hormuz squeeze lifts coal use

Japan cut gas-fired output 16% in June and raised coal generation 4.6% as Hormuz-linked LNG disruption tightened supply across Asia.

By Reza Najjar
Commodities

QatarEnergy extends Edison LNG force majeure to September

QatarEnergy extended Edison LNG force majeure into early September, withholding four more cargoes and lifting affected deliveries to 21.

By Reza Najjar
Deals

Williams (WMB) nears $5.5bn Momentum Midstream deal

Williams (WMB) nears a $5.5bn Momentum Midstream deal that would deepen its Gulf Coast gas network as LNG-linked pipeline values rise.

By Naomi Voss
Commodities

Hormuz LNG trade goes dark as Iran war rewrites routes

Hormuz LNG trade is moving through dark transits as war-risk premiums surge and US-guided passages redraw shipping rules.

By Reza Najjar
Commodities

Australia LNG Reservation Extended to Existing Export Contracts

Australia is extending its LNG domestic reservation requirement to cover existing export contracts, escalating government intervention in energy markets as the Iran war keeps global supply fears at the top of policy agendas.

By Reza Najjar
Commodities

Strait of Hormuz reopening may not cool oil or freight

Strait of Hormuz reopening may still leave oil, LNG and freight markets jammed as a 1,500-ship backlog, mine clearing and war-risk premiums linger.

By Reza Najjar
Commodities

Hormuz Blockade and El Niño Converge Into a Commodity Super-Inflation Storm, Citi Warns

Citi Research issued its most severe commodity inflation warning to date, arguing the simultaneous Hormuz blockade and emerging super El Niño could push Brent crude past $150 a barrel while squeezing global food supplies through fertilizer disruption and drought in the same growing season.

By Sloane Carrington