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).
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China Girl – U.S. LNG Returns to China, But This Time the Game Is Different
As tariffs, trade restrictions and geopolitical tensions reshaped LNG flows, sellers were pushed to find new buyers, buyers had to find new suppliers, and traders had to find new routes. Today, we look at how this shift reshaped U.S.-China LNG trade and whether the change is likely to stick.
Stuck in a (Gulf) You Can’t Get Out Of – Iran War Traps Propane and Refined Products in Persian Gulf
A lot of attention has been paid to the massive volumes of crude oil and LNG currently trapped in the Persian Gulf. What’s sometimes overlooked, however, is that Kuwait, Saudi Arabia and the United Arab Emirates are also major exporters of refined products, and that they and Qatar also send out copious amounts of LPG.
Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products
The ongoing conflict between the U.S. and Iran and the near-total closure of the Strait of Hormuz isn’t just stranding significant volumes of refined products in the Persian Gulf. It’s also resulting in potentially extensive and long-lasting damage to some refineries there and trapping crude oil that Asian refiners depend on.