Hürmüz Boğazı'ndaki geçiş kesintisi ve çatışmalar küresel LNG ticaretinde lojistik ve maliyet krizine yol açtı. Yüzlerce kargo alıcısına ulaşılamazken, tankerler Ümit Burnu'na yöneldi ve navlun ücretleri rekor seviyede arttı.
Enerji ve Tabii Kaynaklar Bakanı Alparslan Bayraktar, Irak ziyaretinin ardından TRT Haber'e konuştu. Bayraktar, Kerkük petrolleri anlaşması, petrol boru hattı projeleri ve Türkiye'nin enerji stratejisi hakkında önemli açıklamalarda bulundu.
Bei schweren russischen Luftangriffen auf das Kiewer Umland konnte die ukrainische Flugabwehr keine der anfliegenden ballistischen Raketen abfangen. Gleichzeitig attackieren beide Kriegsparteien Logistikzentren, Frachtschiffe im Schwarzen Meer und Lagerhallen.
중동 전쟁으로 인한 LNG 가격 급등으로 유럽의 가스 저장고가 17년 만에 최저치를 기록했으며, 러시아산 LNG 수입이 증가했다. 특히 벨기에는 지난달 LNG 수입 전량을 러시아에 의존했다.
A second LNG tanker, GasLog Shanghai, was struck by a projectile off Oman in the Strait of Hormuz, extending QatarEnergy's force majeure deliveries and causing insurance premiums to climb. This follows a previous attack on July 7 and impacts Qatar's vital LNG exports.
Yolŋu leaders at the 26th Garma festival announced plans to form a new Dilak Land Council, separating from the Northern Land Council, and advocated for federal oversight of remote communities. This comes amidst discussions on economic transitions post-mining and criticism of NT child protection laws.
Mısır'da ABD'ye ait bir LNG tankerine dron saldırısı gerçekleşti. ABD Başkanı Trump, saldırının İran kaynaklı olması durumunda 'çok sert' karşılık vereceklerini belirtti. Mısır yetkililer, can kaybı veya yaralanma olmadığını açıkladı.
AB, Ukrayna işgali öncesi imzalanan sözleşmeler dışındaki gaz sevkiyatını kısıtlayan, Rus petrolüne 12 ay boyunca varil başına 44 dolarlık tavan fiyat uygulayan ve Rus bankaları, kripto ile petrol ticaret platformlarını hedef alan yeni bir yaptırım paketi açıkladı. Yunanistan'ın LNG pazarındaki konumu nedeniyle gaz muafiyetini veto etme potansiyeli bulunuyor.
China's significant role in global maritime finance and shipping has led to a carve-out in certain regulations, demonstrating Beijing's economic leverage. An EU official detailed how Chinese financial arrangements and shareholding in vessel companies create a risk of asset loss for borrowers.
The EU adopted its 21st sanctions package against Russia, significantly diluted due to objections from member states like Greece, which secured a 12-month waiver for EU companies to transport Russian LNG. Other proposals, including military service entry bans and fish import phase-outs, were also scaled back.
The EU approved its 21st sanctions package against Russia, including a "watered-down" exemption allowing EU companies, notably Greek shippers like Dynagas, to continue transporting Russian LNG to third countries for 12 months after Greece lobbied against a full ban.
프랑스 에너지 기업 토탈에너지가 미국의 제재와 EU의 러시아산 LNG 수입 금지 검토에 따라 러시아 '북극 LNG 2' 프로젝트 지분 10%를 노바텍 자회사에 이전하며 철수한다. 한편, 중동 분쟁으로 인한 에너지 가격 상승으로 2분기 순이익이 54억 달러로 두 배 증가했다.
In May 2026, US LNG exports reached 502.8 bln cubic feet, a 6.5% decrease from April but 15.5% higher year-on-year. Europe remained the primary destination, but Asia's share significantly increased to 41.3% due to the ongoing Middle East crisis and supply disruptions from Qatar and the UAE.
Avrupa Birliği ülkeleri, Rusya'ya karşı 21. kapsamlı yaptırım paketinde anlaştı. Anlaşma, Yunanistan'ın Rus doğal gazını blok dışındaki ülkelere göndermeye devam etmesine izin verilmesi ve mevcut sözleşmeler için sınırlı bir istisna getirilmesi şartıyla gerçekleşti. Paket ayrıca Rus ham petrolüne uygulanan fiyat tavanını donduruyor ve 32 Rus bankasıyla işlem yasağı getiriyor.
French energy company TotalEnergies saw its liquefied natural gas (LNG) sales volume increase by 9% in the first half of the year, reaching 23.1 million metric tons. However, revenue from these sales declined by 9% to $2.125 billion, with Q2 sales significantly lower than Q1.
The EU is reportedly preparing to allow Greek shipping company Dynagas to continue transporting Russian LNG to third countries for 12 months, capping volumes at 2025 levels, as part of its 21st sanctions package, following opposition from Greece and other member states seeking exemptions.
EU ambassadors in Brussels failed to reach an agreement on the 21st package of anti-Russian sanctions, which included softer restrictions on Russian LNG transportation to third countries and excluded a proposed ban on Russian fish.
Greece faces new challenges balancing support for Ukraine with protecting its economy, encountering EU sanctions hurdles over Russian LNG shipping and security concerns after a Ukrainian drone incident. The country is providing aid and reconstruction support but remains cautious due to potential Russian hybrid warfare.
Goldman Sachs, Orta Doğu'daki gerilimler nedeniyle Basra Körfezi'nden LNG ihracatının normalleşme beklentisini ekime erteleyerek, Avrupa doğal gaz depolarının doluluk oranını ve TTF fiyat tahminlerini yükseltti.
Abu Dhabi's National Oil Company (ADNOC) will invest $6.2 billion to develop the offshore Umm Shaif Gas Cap, aiming to expand natural gas production and LNG exports. This project, expected to begin production by 2030, is crucial for strengthening UAE's energy security and global market position amidst Middle East disruptions.
Papua New Guinea has closed Taiwan's economic office, a move swiftly welcomed by China as adherence to the one-China principle. Taiwan criticized the decision, stating it was not consulted and is reviewing bilateral economic ties, including LNG imports, while negotiating to keep its office open.
The EU imported a record 9.89 million tons of Russian LNG from the Yamal project in the first half of 2026, an 18% increase year-on-year, ahead of a planned ban from January 2027. France, Belgium, and Spain were the largest buyers, as Europe absorbed most of Yamal's output while shipments to Asia dropped.
Griechenland blockiert ein EU-Sanktionspaket, das den Transport russischen LNGs verbieten würde, um die Reederei Dynagas des Milliardärs George Prokopiou zu schützen. Das Unternehmen argumentiert, die Sanktionen würden seine Arc7-Tanker nutzlos machen und 2000 Arbeitsplätze gefährden. Die EU-Staaten vertagten den Beschluss auf kommende Woche.
The EU is projected to enter the heating season with its lowest gas reserves in 15 years (76% full by October), driven by a shift away from Russian gas, reliance on expensive US LNG, and global supply disruptions, potentially leading to increased energy costs.
