Energy infrastructure

Stanwell has secured an exclusive agreement with Quinbrook for the development of the Gladstone SDA Energy Hub, combining gas turbines and long-duration battery storage to support Queensland’s electricity grid stability.
The growth of US liquefied natural gas exports could slow if rising domestic costs continue to squeeze margins, as new volumes hit an already saturated global market.

Turkmenistan seeks to expand gas export routes beyond China

Turkmenistan is leveraging the Global Gas Centre to build commercial links in Europe and South Asia, as it responds to its current dependence on China and a shifting post-Russian gas market.
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The Marmara Ereğlisi liquefied natural gas (LNG) terminal operated by BOTAŞ is increasing its regasification capacity, consolidating Türkiye’s role as a regional player in gas redistribution toward the Balkans and Southeast Europe.
Budapest contests the European agreement to ban Russian natural gas imports by 2027, claiming the measure is incompatible with its economic interests and the European Union's founding treaties.

Europe enacts the end of Russian gas and enforces a total reshaping of its gas market

The European Union has enshrined in law a complete ban on Russian gas by 2027, forcing utilities, operators, traders and states to restructure contracts, physical flows and supply strategies under strict regulatory pressure.
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The partial exploitation of associated gas from the Badila field by Perenco supplies electricity to Moundou, highlighting the logistical and financial challenges of gas development in Chad.
A new regulation requires gas companies to declare the origin, volume and duration of their contracts, as the EU prepares to end Russian imports.

Saudi Arabia activates 450 MMcf/d at Jafurah to maximise revenues

Saudi Aramco has launched production at the unconventional Jafurah gas field, initiating an investment plan exceeding $100bn to substitute domestic crude and increase exportable flows under OPEC+ constraints.
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By mobilising long-term contracts with BP and new infrastructure, PLN is driving Indonesia’s shift toward prioritising domestic LNG use, at the centre of a state-backed investment programme supported by international lenders.
TotalEnergies, TES and three Japanese companies will develop an industrial-scale e-gas facility in the United States, targeting 250 MW capacity and 75,000 tonnes of annual output by 2030.

Argentina signs 8-year LNG export deal with Germany

Argentinian consortium Southern Energy will supply up to two million tonnes of LNG per year to Germany’s Sefe, marking the first South American alliance for the European importer.
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The UK government has ended its financial support for TotalEnergies' liquefied natural gas project in Mozambique, citing increased risks and a lack of national interest in continuing its involvement.
Faced with a climate- and geopolitically-constrained winter, Beijing announces expected record demand for electricity and gas, placing coal, LNG and UHV grids at the centre of a national energy stress test.

Iraq launches joint investigation after drone attack on strategic Khor Mor gas site

The Iraqi government and Kurdish authorities have launched an investigation into the drone attack targeting the Khor Mor gas field, which halted production and caused widespread electricity outages.
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PetroChina internalises three major gas storage sites through two joint ventures with PipeChina, representing 11 Gm³ of capacity, in a CNY40.02bn ($5.43bn) deal consolidating control over its domestic gas network.
The European Union is facilitating the use of force majeure to exit Russian gas contracts by 2028, a risky strategy for companies still bound by strict legal clauses.

Funds shift from natural gas to EU carbon allowances

Amid an expected LNG surplus from 2026, investors are reallocating positions toward the EU carbon market, betting on tighter supply and a bullish price trajectory.
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Axiom Oil and Gas is suing Tidewater Midstream for $110mn over a gas handling dispute tied to a property for sale in the Brazeau region, with bids due this week.
Tokyo Gas has signed a 20-year agreement with US-based Venture Global to purchase one million tonnes per year of liquefied natural gas starting in 2030, reinforcing energy flows between Japan and the United States.
The number of active drilling rigs in the continental United States continues to decline while oil and natural gas production reaches historic levels, driven by operational efficiency gains.
Shell sells a 50% stake in Tobermory West of Shetland to Ithaca Energy, while retaining operatorship, reinforcing a partnership already tested on Tornado, amid high fiscal pressure and regulatory uncertainty in the North Sea.

Novatek sells liquefied gas with 40% discount to China despite sanctions

Russian company Novatek applied major discounts on its liquefied natural gas cargoes to attract Chinese buyers, reviving sales from the Arctic LNG 2 project under Western sanctions.
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A first vessel chartered by a Ukrainian trader delivered American liquefied gas to Lithuania, marking the opening of a new maritime supply route ahead of the winter season.
A German NGO has filed in France a complaint against TotalEnergies for alleged war crimes complicity around Mozambique LNG, just as the country seeks to restart this key gas project without any judicial decision yet on the substance.

Hut 8 sells 310 MW gas-fired portfolio to TransAlta after asset optimisation

Hut 8 transfers four natural gas power plants to TransAlta following a turnaround plan and five-year capacity contracts secured in Ontario.
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By selling its US subsidiary TVL LLC, active in the Haynesville and Cotton Valley formations in Louisiana, to Grayrock Energy for $255mn, Tokyo Gas pursues a targeted rotation of its upstream assets while strengthening, through TG Natural Resources, its exposure to major US gas hubs supporting its LNG value chain.
TotalEnergies acquires 50% of a flexible power generation portfolio from EPH, reinforcing its gas-to-power strategy in Europe through a €10.6bn joint venture.

ConocoPhillips reveals major new gas discovery offshore Australia

The Essington-1 well identified significant hydrocarbon columns in the Otway Basin, strengthening investment prospects for the partners in the drilling programme.
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New Delhi secures 2.2 million tonnes of liquefied petroleum gas annually from the United States, a state-funded commitment amid American sanctions and shifting supply strategies.
INNIO and Clarke Energy are building a 450 MW gas engine power plant in Thurrock to stabilise the electricity grid in southeast England and supply nearly one million households.

Aramco deploys autonomous AI agents to optimise Fadhili gas plant

Aramco and Yokogawa have completed the deployment of autonomous artificial intelligence agents in the gas processing unit of Fadhili, reducing energy and chemical consumption while limiting human intervention.
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S‑Fuelcell is accelerating the launch of its GFOS platform to provide autonomous power to AI data centres facing grid saturation and a continuous rise in energy demand.
Aramco is reportedly in talks with Commonwealth LNG and Louisiana LNG, according to Reuters, to secure up to 10 mtpa in the “2029 wave” as North America becomes central to global liquefaction growth.

Ukraine secures up to €2bn in Greek gas under new winter partnership

Kyiv signs a gas import deal with Greece and mobilises nearly €2bn to offset production losses caused by Russian strikes, reinforcing a strategic energy partnership ahead of winter.
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Blackstone commits $1.2bn to develop Wolf Summit, a 600 MW combined-cycle natural gas plant, marking a first for West Virginia and addressing rising electricity demand across the Mid-Atlantic corridor.
UAE-based ADNOC Gas reports its highest-ever quarterly net income, driven by domestic sales growth and a new quarterly dividend policy valued at $896 million.

Caprock Midstream expands Texas gas network and appoints Steve Jones as CEO

Caprock Midstream II invests in more than 90 miles of gas pipelines in Texas and strengthens its leadership with the arrival of Steve Jones, supporting its expansion in the dry gas sector.
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Harvest Midstream has completed the acquisition of the Kenai liquefied natural gas terminal, a strategic move to repurpose existing infrastructure and support energy reliability in Southcentral Alaska.
Dana Gas signed a memorandum of understanding with the Syrian Petroleum Company to assess the revival of gas fields, leveraging a legal window opened by temporary sanction easings from European, British and US authorities.