Conglin Xu

Prolonged disruptions to LNG shipments through the Strait of Hormuz are putting mounting pressure on global natural gas markets, with limited spare liquefaction capacity leaving demand reductions as a key mechanism for restoring market balance. Despite el... See more

Global LNG markets are entering winter with limited supply cushion, even as a growing carrier fleet and shorter Atlantic voyages keep shipping rates subdued. Meanwhile China is showing signs of returning to long-term US contracting. New liquefaction capac... See more

Oil prices rise amid Chinese fuel export uncertainty, Middle East shipping risks Oil prices climbed Thursday, Oct. 1, as uncertainty over Chinese fuel exports added to concerns about tight refined-product supplies, while fresh attacks on tankers in the St... See more

Morningstar DBRS: Global diesel squeeze boosts US refiners US refiners are benefiting from a tightening global diesel market as disruptions in the Middle East and Russia constrain supply, lift crack spreads, and keep refinery utilization near capacity, ac... See more

US LNG exports on track to top 120 million tonnes in 2026, Energy Secretary says US LNG exports are on track to exceed 120 million tonnes in 2026, setting another record as new Gulf Coast capacity ramps up and the US strengthens its position as the world'... See more