Australia To Require LNG Producers To Retain 20% Of Exports For Domestic Supply; Rule Covers All Projects And Existing Contracts (Contracts ≤ Dec 22, 2025 Respected Only If Compliance Would Breach Them); Firms May Comply Via Third-Party Purchases, Regional Swaps, Reduced Exports Or Global Asset Purchases; Proposal Aims To Create Modest Domestic Oversupply For Regulator To Allow Re-Exports; Industry Says Move Will Deter Investment; Context: East Coast Gas Shortage Risk, Iran Conflict Sidelines ~2

2026-05-25

Australia To Require LNG Producers To Retain 20% Of Exports For Domestic Supply; Rule Covers All Projects And Existing Contracts (Contracts ≤ Dec 22, 2025 Respected Only If Compliance Would Breach Them); Firms May Comply Via Third-Party Purchases, Regional Swaps, Reduced Exports Or Global Asset Purchases; Proposal Aims To Create Modest Domestic Oversupply For Regulator To Allow Re-Exports; Industry Says Move Will Deter Investment; Context: East Coast Gas Shortage Risk, Iran Conflict Sidelines ~20% Of Global LNG