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JKempEnergyJohn Kemp2026-05-26

Best in Energy – 26 May 2026

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Analiza AI (Claude Code)

W kolejce do triage'u — analiza pojawi się po najbliższym przebiegu (Claude Code).

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OPEC evolution and future after UAE leaves (Energy Connects) Oil traders challenge Baltic Exchange Gulf shipping rates (FT) China power trading offsets “time-space mismatch” (Xinhua) Asia’s hot summer could boost LNG consumption (Bloomberg) U.S. electricity customers question rate increases (Utility Dive) Sulphur shortage hits fertilizer production (FT) GLOBAL LNG exports increased by 22 million tonnes (5%) in 2025 compared with 2024, according to the latest annual report published by the International Group of Liquefied Natural Gas Importers (GIIGNL). Nearly all the growth came from the United States. As a result, the United States moved clearly ahead of Qatar and Australia as the top source of LNG supply, and the Atlantic Basin emerged as the single-largest source of exports ahead of the Pacific: