Insight
Global Short-term LNG Supply Tracker (Q4 2023)
Report summary
Israel resumes operations at Tamar and flows via the East Mediterranean Gas Pipeline, however the continued conflict in the Middle East means risks surrounding winter Egyptian LNG exports remain. In Russia, Arctic LNG-2 is hit by a fresh wave of US sanctions, whilst Freeport receives regulatory approval to resume operations at its second berth. In Australia, Prelude’s maintenance is extended as additional work is uncovered during its turnaround and Gorgon suffers an electrical fault cutting supply by a fifth for almost three weeks.
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