The amount of LNG that arrived in Asian ports from LNG Canada reached a record in July 2026 based on data reported in our Canadian NatGas Billboard. Based on the arrival date for each cargo at an Asian destination (using ship tracking data from Bloomberg), the amount of LNG shipped from LNG Canada totalled 1.13 million tonnes (MMt, ~1.75 Bcf/d) in July (height of rightmost stacked columns in chart below), edging out the previous record holder of May at 1.11 MMt (~1.73 Bcf/d). The record comes after a slow June arrival rate of 0.70 MMt (~1.09 Bcf/d).
The see-saw pattern of arrivals from May to July may possibly be explained by the inconsistent state of geopolitical affairs in the Middle East and disruptions to LNG flows from the region over the past few months. The limited cease-fire between the U.S. and Iran in June allowed some LNG shipments to leave the Persian Gulf and make their way to Asian customers (mostly) and may have held back some urgency to bring in LNG from Canada. Once the cease-fire was abrogated a few weeks later, it is possible that Asian customers quickly returned to seeking any and all cargoes wherever they could find them, including those from LNG Canada, leading to the July record. Noteworthy for July was that receipts were more evenly distributed between China, Japan, South Korea and Taiwan, with Taiwan’s intake (orange columns) from Canada reaching a record at 0.35 MMt (~0.55 Bcf/d). Incomplete data for August arrivals shows South Korea (blue columns) as the largest importing customer, as it has been in most months since LNG Canada began commercial operations in June 2025. So far, only the seven Asian countries listed in the chart above have received cargoes from LNG Canada.
