Asia

article Gas Jun 03

Russian gas output fell 3.2% in H1 2025 as China volumes failed to plug the European hole

report brief Upstream Jun 03

Pertamina holds 1 mmboe/d upstream but 882 kbpd of refining keeps Indonesia long on import demand — bid for Mideast crude and Asian gasoil

report brief Upstream Jun 03

Inpex front-month sell vol still wide: Ichthys lifts volumes but $67.39 realised crude caps the upside

report brief Upstream Jun 03

Rosneft Posts 5.02 mmboe/d as OPEC+ Eases in Q4 — Urals/ESPO Realisations Stay Squeezed by Discount Regime

report brief Upstream Jun 03

CNOOC Q1 output jumps 8.6% to 205mm BOE as capex accelerates 19% — bearish at the margin for Brent

report brief Lng Jun 03

Woodside Q1 2026: lagged LNG pricing the real story — realised $63/boe understates the spot upside still to land

report brief Lng Jun 03

Cheniere Q1 2026: All build, no new contracted volume — Corpus Stage 3 carries the growth story

report brief Upstream Jun 03

TotalEnergies' 116% reserve replacement and Rio Grande Train 4 FID flag supply growth into a soft tape — bearish for 2027 TTF length, supportive of US LNG offtake

report brief Upstream Jun 03

LNG Canada First Cargoes and 52% Cash Payout Define Shell's 2025 — Buyback Pace Is the Tell

article Lng Jun 03

India's Idle Gas Fleet Becomes the Marginal Buyer Pulling at Asian LNG