- India’s LNG deliveries rose 40% year over year to 2.6 million tons in August, the highest monthly level since October 2020, as fertilizer and fuel distributors replaced shipments disrupted by the Iran war.
- Russia’s dark fleet serving the sanctioned Arctic LNG 2 project grew to at least 20 vessels from an estimated 11 in December 2025, increasing its capacity to move LNG to Asian buyers.
- The UK’s energy system is expected to require natural gas for decades despite efforts to reduce its role.
Quotes
“Despite the UK’s best efforts, its energy system will require natural gas for decades to come”
“India’s liquefied natural gas imports jumped in August to the highest in nearly six years, defying higher spot prices as fertilizer and fuel distributors sought to replace shipments disrupted by the Iran war.”
“In just nine months, Russia has doubled the number of opaque-owned vessels that it uses to ship liquefied natural gas from its sanctioned Arctic LNG 2 export project, a Bloomberg analysis of vessel-tracking data showed on Tuesday.”