TotalEnergies + Ksi Lisims sign LNG supply agreement: France’s TotalEnergies has inked a 20-year sales and purchase agreement (SPA) to acquire 2 mn tonnes per annum (mtpa) of LNG from the Canada-based Ksi Lisims LNG project, according to a statement (pdf). Total Energies will acquire a 5% stake in Western LNG — the slated developer and operator of the Ksi Lisims LNG project — with the possibility of increasing its share or acquiring a direct stake of up to nearly 10% when a definitive investment decision is approved. No details about the investment ticket have been disclosed.

A boon for TotalEnergies: “This purchase of LNG from the future Ksi Lisims LNG plant will allow us to diversify our LNG portfolio in North America and benefit from competitive LNG supply in Western Canada to better serve our Asian customers,” said president of gas, renewables, and power at TotalEnergies Stéphane Michel.

Ramping up LNG agreements: US natural gas player NextDecade Corporation inked a 20-year LNG agreement in April with TotalEnergies to provide 1.5 mn mtpa. The LNG will be supplied from the fourth planned liquefaction facility — Train 4 — at NextDecade’s Rio Grande facility, which is expected to be completed in 2027. Egypt reportedly signed agreements with Shell and TotalEnergies in December to purchase a total of 60 LNG shipments in 2025 for around USD 3 bn.

GLBP secures work permit for LNG bunker: Galveston LNG Bunker Port (GLBP) — a JV between Houston-based Pilot LNG and Seapath — has secured final permits for the first marine fuel facility set to provide LNG bunkering services for ships in the US Gulf Coast, unnamed executives involved told Reuters. Construction on the USD 300 mn facility is expected to begin later this year, while initial bunker deliveries are scheduled for 2H 2027.

What we know: The first phase of the project’s production will target 360k gallons per day (gpd) within the next two years, while the second phase will have a production of 720k gpd available nearly eight to 12 months after the first phase. The 140-acre facility is the second LNG bunkering facility in the US after Florida’s 360k gpd plant JAX LNG.

Strategic tactics: The project comes as US President Donald Trump’s administration seeks to expand LNG exports to help reduce Europe’s dependency on Russian gas, while US LNG can be used as a marine fuel in US ports without export licenses needed making it a separate emerging market the project is trying to explore.

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