LNG
概要
LNGは、投入コストと炭素排出の両方を管理するのに役立つため、重要な原料としての位置を確立しています。重工業ユーザーによるネットゼロ目標達成の推進は、LNGの使用方法と使用場所に新たな局面をもたらしています。全体として、使用量は増加すると予想され、最も成長率の高い化石燃料になると予測されています。
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Trump extends ceasefire with Iran: Update 2
Trump extends ceasefire with Iran: Update 2
Updates with changes throughout Washington, 21 April (Argus) — President Donald Trump said on Tuesday he would extend indefinitely a two-week ceasefire with Iran, calling off threats to resume "bombing" soon to give Iranian leaders time to craft a proposal to end the conflict. The US will "extend the Ceasefire until such time as their proposal is submitted, and discussions are concluded, one way or the other," Trump wrote in a social media post at 4:09pm ET (20:09 GMT). Trump said Pakistani leaders — who are mediating the peace talks — asked him to hold off on attacks so that Iran's leaders and representatives could come up with a "unified proposal". The US military will continue its naval blockade against Iran and remain "ready and able", Trump said. Trump earlier on Tuesday told CNBC that Iran "gave the OK" to resume talks in Pakistan, adding that they "had no choice" and that "Iran can get themselves in a very good footing if they make a deal." Tehran has been insisting for the past two days that it is not prepared to resume talks with the US, citing the ongoing US naval blockade of Iranian trade. Iran has yet to agree to join the talks in Islamabad, Pakistani information minister Attaullah Tarar said in a social media post on Tuesday. "Pakistan has made sincere efforts to convince the Iranian leadership to participate in the second round of talks and these efforts continue," Tarar said. The US Navy seized a tanker carrying Iranian crude in the Indian Ocean on Tuesday, two days after disabling and seizing an Iran-flagged vessel in the Arabian Sea. The US-Iran ceasefire was scheduled to expire at 7:50pm ET (23:50 GMT) on Tuesday, Pakistan's Tarar said earlier in the day. Trump's public statements over the past two days have focused largely on revisiting his reasons for starting a war against Iran on 28 February, rather than explaining how the conflict might end. Stock markets are doing fine, he said on Tuesday. "Do you want to see a bad stock market? Try blowing up the Middle East, and then Europe, and then they come for us. We're not going to let that happen." By Haik Gugarats and Chris Knight Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Gas markets not fully pricing in supply disruption
Gas markets not fully pricing in supply disruption
London, 21 April (Argus) — The global LNG market has absorbed much of the disruption caused by the Middle East conflict through demand destruction in Asia, with prices yet to reflect the real impact of lost supply, panellists said at the FT Global Commodities Summit in Lausanne on Tuesday. The LNG market has adjusted through heavy demand destruction in Asia, mostly through coal being substituted for gas, according to Vitol global head of LNG Pablo Galante Escobar. Government-driven energy saving measures, lower fertiliser production, and optimisation of domestic gas production have also cushioned the shock in Asia, global head of research at trading firm Six One Commodities Aimie Parpia said. A mild end to winter and higher LNG stocks than in Europe have limited Asian buyers' spot market participation and procurement of replacement cargoes, she said. For this reason, "we haven't really had cargo competition. If you want to buy a spot cargo at the moment, you can if you want to pay the price", Parpia said. But this equilibrium cannot be sustained long term because "demand destruction cannot persist for another six months", Escobar said. "The gas price, when you look at it from a physical point of view, is mispriced" and "lower than what you would need to balance the market", he added. As soon as cargo competition emerges between the Atlantic and Pacific basins, pressure may build, Parpie agreed. Trading firm Mercuria's global head of LNG, Julien Bourdeau, agreed that the physical market has yet to price in the extent of the shortage. "Gradually, the market is going to analyse the real situation — I think that is what we are going to see in the next few weeks, a realisation of where we are," he said. "If the price is not solved, there is going to be some tension." As the crisis continues and we get closer to winter, the more Asian demand will increase and the more prices will react, German utility Sefe's chief commercial officer, Frederic Barnaud, said. Today, we do not see much tension in flows to Europe, which is reflected in prices and the shape of the curve, he added. Destruction of production capacity in Qatar as well as delays to new projects are poised to cut around 20mn t/yr of supply in 2027-28, Escobar said. By Isabel Valverde Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Iran’s parliament speaker rejects talks amid US threats
Iran’s parliament speaker rejects talks amid US threats
Dubai, 21 April (Argus) — Iran's parliament speaker Mohammad Bagher Ghalibaf has downplayed the prospects of a new round of peace talks with the US in Islamabad and reiterated Tehran's readiness to return to armed conflict if the current two-week ceasefire expires without a deal this week. Iran does "not accept negotiations under the shadow of threats", Ghalibaf said on Tuesday in a post on social media platform X. Ghalibaf was referring to a possible second round of Pakistani-mediated talks that both sides had suggested could take place this week in Islamabad. He has emerged as one of the key figures in Iran's wartime leadership structure. A first round of talks took place on 11 April, just days after a two-week ceasefire was agreed late on 7 April. Those negotiations, which lasted 21 hours, failed to produce any agreement. The ceasefire is due to expire on 22 April. US president Donald Trump said on Sunday that he would send his envoy Steve Witkoff and son-in-law Jared Kushner to Islamabad for a new round of talks this week. US vice-president JD Vance, who led the US delegation in the first round, will not take part because of security concerns, Trump said. Tehran has since suggested it would not send a delegation to the Pakistani capital, citing "excessive US demands" and the ongoing US naval blockade on Iranian ports, which it has described as a violation of the ceasefire agreement. Ghalibaf reiterated that position today, saying Trump was seeking to "turn this negotiating table… into a table of surrender, or the basis on which to justify renewed warmongering". Over the weekend, Trump repeated his threat to attack Iranian infrastrcture, saying Washington was offering Iran "a very fair and reasonable DEAL" and warning that if Tehran refused, "the US is going to knock out every single power plant, and every single bridge in Iran". Ghalibaf appeared to respond to that rhetoric, saying Iran is "prepared to reveal new cards on the battlefield" if the ceasefire expires and the US and Israel resume attacks on Iran. By Nader Itayim Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Mideast fuel risks likely to boost Japan’s nuclear push
Mideast fuel risks likely to boost Japan’s nuclear push
Osaka, 21 April (Argus) — Nuclear power could gain further momentum in Japan's energy security strategy, because recent disruptions to crude and LNG supplies from the Middle East have underscored its importance in the resource-poor country, especially as Tokyo pushes for decarbonisation. Japan has so far secured sufficient crude volumes by releasing emergency stockpiles and sourcing alternative cargoes. But the disruptions have exposed the hard reality of Japan's fuel security, which has compelled the country to increase coal-fired output to conserve LNG for power generation, while it grapples with distribution bottlenecks in petroleum products and oil-derived goods essential to a wider range of industries. Nuclear energy is a price-insulated and domestically controllable source of baseload power, despite its safety issues and political sensitivity. Rising tensions in the Middle East have once again highlighted the magnitude of the social and economic impact that can arise when energy supply risks materialise, Akio Mimura, chairman of Japan Atomic Industrial Forum, said in his opening remarks at the group's annual conference on 14 April, adding that nuclear is as a "quasi-domestic energy source". Japan holds roughly three years' worth of uranium stocks, Mimura said. This is compared with crude and oil product reserves covering 243 days of consumption at the end of February, before the onset of the Middle East conflict, as well as LNG inventories equivalent to roughly three weeks of demand. Mimura emphasised nuclear power's supply stability and self-reliance, as well as its role as a decarbonised energy source unaffected by weather conditions. A 1GW reactor can reduce consumption of natural gas by 850,000 t/yr, oil by 1.55mn kl/yr (26,710 b/d) and coal by 2.22mn t/yr, according to estimates by the trade and industry ministry Meti in June 2024. Japan's prime minister Sanae Takaichi has aggressively promoted the use of nuclear power well before the Middle East conflict disrupted fuel flows through the strait of Hormuz, citing the need to lower electricity bills. The recent war-driven rise in spot prices for crude, LNG and coal is expected to push up Japan's import costs for such fuels in March-April and be passed onto retail electricity bills from June, during the summer peak demand season. It remains unclear whether Tokyo will resume subsidies for power and gas utility costs, which ended at the end of March. Japan currently has 33 nuclear reactors with a combined capacity of 33GW, but only 15 reactors are operational after passing stricter safety reviews by the Nuclear Regulation Authority (NRA) and securing approval from local authorities. The latest reactor brought back on line is the 1.4GW Kashiwazaki-Kariwa No.6 unit , which resumed commercial operations on 16 April after a 14-year hiatus following the 2011 Fukushima nuclear disaster. The government has updated its nuclear policy to enable more effective use of existing reactors, including extending their lifetimes beyond the 60-year limit by excluding offline periods, such as those for safety inspections and count injunctions, from service-life calculations. The NRA earlier this month revised the deadline for installing anti-terrorism facilities, shifting the start of the five-year transitional period from the approval of construction plans to the date of pre-operational inspections for reactors not yet subject to the original deadline. The NRA's latest decision would allow the Kashiwazaki-Kariwa No.6 reactor to operate until April 2031, instead of September 2029 under the current rules, while plant operator Tokyo Electric Power plans to complete the counter-terrorism work in September 2031. Nuclear supply from the No.6 reactor is expected to reduce LNG consumption by around 1.1mn t/yr, Takaichi said in late March. This would cover around 30pc of Japan's LNG imports passing through the strait of Hormuz, Meti minister Ryosei Akazawa said on 14 April. Japan's strategic energy plan targets nuclear power to account for 20pc of the power mix in the April 2040-March 2041 fiscal year, up from 11pc in 2024-25, as part of efforts to cut greenhouse gas (GHG) emissions by 73pc from 2013-14 levels. The country's GHG emissions stood at 994mn t of CO2 in 2024-25 , down by 29pc from the baseline year, environment ministry data released on 14 April show. By Motoko Hasegawa Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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