Northeast Asian demand remains constrained, down 4% y-o-y in July
Germany and Egypt emerged as demand bright spots in the Atlantic Basin, with combined imports rising by 0.4 mt month-on-month
Russia’s seasonal Northern Sea Route has reopened for Yamal LNG loadings, introducing new competition for Asian summer cargoes
Russia’s shadow fleet remains underutilised, hindered by a lack of buyers for Arctic LNG 2 volumes
With Pacific-focused LNG Canada now online, the Atlantic Basin will lead export capacity growth in the rest of 2025