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COMMENTARY: US LNG Exporters Could Hit Methane Snag in Europe

By Tim Boersma and Gautam Jain March 28 – The Trump administration’s broad policy goal of achieving “energy dominance” may run into headwinds in the country’s largest export market, the European Union, due to new methane regulations. While European Commission President Ursula von der Leyen has indicated that the EU may be willing to import …

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Glenfarne Becomes Lead Developer for the Alaska LNG Project

Glenfarne, Alaska Gasline Development Corporation Sign Binding, Definitive Project Development Agreements Enhancing Momentum For The Project Alaska LNG Pipeline Final Investment Decision Anticipated in 2025 ANCHORAGE, Alaska & NEW YORK–(BUSINESS WIRE)–Today, Glenfarne Alaska LNG, LLC, an affiliate of Glenfarne Group, LLC, (together as ”Glenfarne”), and the Alaska Gasline Development Corporation (“AGDC”) signed definitive agreements for …

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Russia Says Ukraine “Virtually Destroys” Key Sudzha Gas Station

(Reuters) – Russia accused Ukraine on Friday of attacking its energy facilities despite a moratorium on such strikes, saying a key piece of gas infrastructure in the town of Sudzha had been practically destroyed. A Ukrainian official said it was Russia that attacked the gas transit point in Sudzha. Reuters could not independently confirm which …

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Iran Speaker Says US Bases Will be Struck if Trump Attacks Iran

(Reuters) – Tehran would strike U.S. bases in the region if Washington follows through on its warning of military consequences for Iran in the absence of a new nuclear deal, the speaker of the Iranian parliament said on Friday. U.S. President Donald Trump said earlier this month that he had sent a letter to Iran’s …

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COMMENTARY: AlexAI on How Much Oil is Left, India’s “dual track” Energy Policy, and How to Build Cheap Nuclear Power Plants – Alex Epstein

5 answers AlexAI gave to user questions this week. By Alex Epstein Significant advances in LLMs plus the great work of my AI team are making my AI, AlexAI, better than ever. Here are 5 answers AlexAI gave to user questions this week. Want to ask AlexAI a question, have a discussion with him, or have him help …

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India Weighs Scrapping Import Tax on US LNG, Boosting Purchases, Sources Say

  • Indian companies in talks with US companies for long-term LNG deals • India also looks to boost import of ethane, propane, butane • US second biggest LNG supplier to India NEW DELHI, March 28 (Reuters) – India is considering a proposal to scrap import tax on U.S. liquefied natural gas (LNG) to boost …

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Elliott Takes Big Short Position in Shell Amid BP Campaign

• Biggest short position in Shell since 2016, FCA data shows • Elliott pushes for more change at BP • Elliott also has a short position in TotalEnergies (Reuters) – U.S. activist hedge fund Elliott Management, currently campaigning for more change at BP its capacity as a BP shareholder, has taken a big short position …

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US Gas Players Refocus on Haynesville Basin, Buoyed by Trump LNG Plans

Summary • U.S. LNG capacity could double in the next decade • Investment firms signal future growth in Haynesville with new funds • Operators cautious due to past price volatility and high breakeven costs HOUSTON, March 28 (Reuters) – U.S. natural gas producers and investment firms are gearing up for more activity in Louisiana’s Haynesville …

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