First LNG at Qatar’s North Field Expansion due late Q1 26 based on EA’s proprietary construction curves
Released last week for Energy Aspects subscribers, our latest Global LNG report on Qatar's North Field expansion projects uses our new proprietary construction curves and satellite imagery analysis.
This exclusive report provides crucial insights into the revised timeline for North Field East (NFE) and North Field South (NFS) projects that will significantly impact global LNG supply balances.
What you'll discover in this report:
- The true commissioning timeline for Qatar's massive LNG expansion based on our exclusive satellite tracking methodology.
- How our proprietary construction curves reveal a different story from QatarEnergy's official statements.
- Why specific infrastructure components are creating critical bottlenecks in the development schedule.
- The quantifiable impact these timeline shifts will have on global LNG balances through 2028.
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What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
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