Japan’s trade minister reiterated that the country aims to curb dependence on Russian liquefied natural gas, but can’t immediately halt imports. https://t.co/q4aGJUtlkT ...

Indonesia is looking to speed up the Abadi liquefied natural gas project, with energy demand rising domestically and across the region, according to the head of Inpex https://t.co/cuxzGROYxr ...

Turkey’s state gas company signed a 20-year liquefied natural gas import deal with trading house Mercuria, the biggest yet in a flurry of new contracts https://t.co/9MtP2lu1zK ...

The EU is considering measures to accelerate the bloc’s phaseout of Russian liquefied natural gas a year earlier than planned https://t.co/ycf7ebhJzu ...

Market Concerns - Global gas traders are worried about the lack of consensus on when Chinese demand will rebound [1] - The industry is concerned about increasing liquefied natural gas supply [1]

Australia’s first and largest liquefied natural gas plant cleared the final hurdle to operate until 2070 https://t.co/ix6k23DAsV ...

Geopolitics and Trade - A Chinese terminal appears to have taken delivery of liquefied natural gas (LNG) from a US-sanctioned Russian facility [1] - This marks the first such trade, indicating Moscow's efforts to sustain its energy exports despite sanctions [1]

路透：五位消息人士透露，美国和俄罗斯政府官员本月在讨论乌克兰和平的同时，也抽空讨论了几项能源协议。消息称，官员们讨论了埃克森美孚重新参与俄罗斯萨哈林1号油气项目的可能。还提出了俄罗斯是否可能购买美国设备，用于液化天然气项目，比如受到西方制裁的北极LNG 2号项目。 https://t.co/BlNW80j2QP ...

China’s liquefied natural gas buyers are boosting imports as falling prices and the need to replenish inventories end months of sluggish deliveries. https://t.co/h0DUGQS3bU ...

Project Financing & Capacity Expansion - Venture Global secured $15 billion in project financing for CP2, the largest standalone project financing ever, to complete approximately 20 million tons of production capacity for phase one [2] - CP2's peak capacity for the first two phases will be 28 million tons per annum [2] - Venture Global believes it is the lowest cost builder of liquefaction capacity [5] Market Dynamics & Demand - The energy contracts are typically long-term, with 20-year contracts being fairly standard in the LNG industry [4] - Increased demand will allow Venture Global to bring more low-cost LNG and natural gas to global markets, aiming to keep prices low and sustainable [6] - Asia and Europe are short on electricity production capacity, making the current period the early days of global gas exports deployment, further amplified by artificial intelligence demand [8] - The US LNG industry is built upon the innovation of the shale gas revolution, and Venture Global aims to further lower costs through its innovation [9] Financial & Investment - The project financing attracted significant interest, with $34 billion of orders for $15 billion of capital, indicating strong support from financial institutions [11] - European banks showed strong support for the transaction, aligning with the European Union's long-term goals [11][12] - CP2 alone is projected to generate several hundred billion dollars in sales of gas over its lifetime [12] - Venture Global claims to have the lowest long-term contract price available in the US [13]