On 17 May 2025, Taiwan is scheduled to end commercial operation of its single remaining nuclear generation unit. The policy framework to phase out nuclear was originally set in motion by popular political reaction to the Fukushima Nuclear Crisis of 2011 in neighboring Japan. On 13 May 2025, Taiwan’s government Read more
During the peak gas demand months of Winter 2024, Turkey’s LNG imports increased 43% year-on-year to 26mtpa (97mmcmd, or 3.4 bcfd). The strength moved Turkey into fourth position in the global LNG importer tables for December 2024 to February 2025 behind only Japan, China and South Korea. Temperatures partly explain Read more
According to early-cycle pipeline nominations for 1 May 2025, feedstock volumes serving Cameron LNG are scheduled to drop to ~1.5bcfd. The Louisiana-based LNG export project is likely embarking on liquefaction plant maintenance. Accounting for liquefaction plant maintenance is just one of many approaches that distinguishes Balance Point Research’s modelling of Read more
Spain’s nationwide blackout on 28 April 2025 delivered the greatest downstream gas market disruption to demand in non-power sectors according to published data. On the initial day of the blackout, a reduction in gas demand of approximately 55% occurred for non-power sectors compared to the average of the prior, Easter Read more
Warmer than average temperatures at the midpoint of the pre-Monsoon season are pushing Indian power load to set its seventh-consecutive monthly record in April 2025. By contrast, April levels of power generation from coal and hydro are failing to keep pace. To fill the gap, prompt power prices in India’s Read more
Japan’s consumption of LNG imports is in decline. From 2019 to 2024, imports fell by 10mtpa (-37 mmcmd, or -1.3 bcfd equivalent) owing to a multi-year, weakening trend in heating degree days (HDD) together with changes in Japan’s fuel mix for power generation. Recently, a bullish buzz concerning data center Read more