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OPEC+ Unwinding Cuts Leaves Market Miraculously Balanced

The eight OPEC+ nations that contributed to voluntary production cuts are set to meet on Friday to discuss production strategy for July. Commodity strategists at Standard Chartered have predicted that we are likely to see more of the same, with the group adding another 411 thousand barrels per day to July targets and cumulative unwinding now clocking in at 1.4 mb/d.

South Africa Proposes 10-Year Purchase Deal For U.S. LNG

South Africa has proposed to buy liquefied natural gas (LNG) from the United States over a 10-year period as the country looks to secure a trade deal with the Trump administration, a ministerial statement by the South African government has revealed. South Africa plans to import 75 to 100 million cubic metres of LNG per year from the U.S., the world’s top LNG exporter. According to Khumbudzo Ntshavheni, South Africa’s Minister in the Presidency, the deal would “unlock approximately $900 million to $1.2 billion in trade per annum and $9 billion – $12 billion for 10 years based on applicable price.” According to Ntshavheni, U.S. LNG will not replace South Africa’s current supplies but rather complement them.

Shell to buy TotalEnergies’ stake in Nigeria deepwater field for $510 million

The OML118 Production Sharing Contract (PSC) is located deep offshore at ~74 mi (120 km) south of the Niger Delta in Nigeria, and contains the Bonga field, which started production in 2005, as well as the Bonga North field, the development of which started in 2024. Production from the OML 118 PSC, which is mainly oil, represents approximately 11,000 boed in TotalEnergies’ company share in 2024.

B.C. Port Seeks to Draw More Tanker Traffic

The port of Vancouver last year saw a surge in petroleum cargo flows thanks to the completed expansion of the Trans Mountain pipeline. The expansion tripled the pipeline’s capacity, boosting oil flows from the east to the west. Earlier this year, Canadian media reported that the port handled a record amount of goods in 2024 thanks to the surge in oil exports. These exports alone soared by 527%.