LNG Headlines
Last Updated — Houston: Wednesday 11:27 CDT · London: Wednesday 17:27 BST · Singapore: Thursday 00:27 SGT LEADS Australia to Make LNG Projects Supply 20% of Gas to Local Market — Bloomberg Australia requires LNG exporters reserve 20% of gas for east coast market — Reuters Australia's one of the
LNG Headlines
Last Updated — Houston: Wednesday 11:50 CDT · London: Wednesday 17:50 BST · Singapore: Thursday 00:50 SGT LEADS QatarEnergy extends force majeure on Edison LNG supply to early July — Reuters DEMAND AND PRICING Europe is unlikely to reach 80% pre-winter gas storage target, Equinor says — Reuters Europe Gas Traders Buy
THIS WEEK: May 10, 2026 May 5–6, 2026 — ADNOC Value Connect supplier event ADNOC is scheduled to launch “ADNOC Value Connect — meet the buyer” on May 5–6, linking more than 1,000 companies with suppliers and EPC contractors. The event sits inside ADNOC’s AED200 billion 2026–2028
MIDDLE EAST & AFRICA
LONG-TERM CONTRACT OPPORTUNITY SIGNALS
LNG Headlines
Last Updated — Houston: Monday 21:35 CDT · London: Tuesday 03:35 BST · Singapore: Tuesday 10:35 SGT LEADS Global LNG exports continue to contract due to the Hormuz closure — @SStapczynski via X ADNOC to Accelerate Growth and Delivery of its Strategy with AED200 Billion in Project Awards — Press Release FLOW
LNG Headlines
Last Updated — Houston: Friday 21:41 CDT May 1, 2026 · London: Saturday May 2, 2026 03:41 BST · Singapore: Saturday 10:41 SGT May 2, 2026 LEADS LNG Canada exports hit 1 million metric tons for first time in single month — Reuters While Asia and Europe scramble for natural gas,
LNG Headline Newsletter
THIS WEEK May 1 — Knutsen LNG France leadership change Jerome Balay takes presidency. Read This: TradeWinds NEAR-TERM: May 2026 Late April / Early May — Japan-Australia PM visit PM Takaichi in Australia as Canberra weighs gas reservation scheme and export tax changes. Japanese companies lobbying hard to protect LNG resale flexibility. Read
Last Updated — May 1, 2026 : Houston: Friday 11:14 CDT · London: Friday 17:14 BST · Singapore: Saturday 00:14 SGT May 2, 2026 LEADS Wall Street Giants Circle Shell's $15 Billion LNG Canada Stake — OilPrice.com Woodside struggles to sell LNG volumes at Louisiana LNG plant, sources say
GEOPOLITICAL & SUPPLY DISRUPTION SIGNALS Hormuz traffic averaged seven ships daily. Reuters reported at least six ships crossed in 24 hours, mainly through Iranian waters, versus 125–140 daily passages before the Iran war began February 28. Read This: Reuters Trump prepared extended Iran blockade. U.S. officials cited by
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Venture Global agreement with Aktor LNG USA for Albania. U.S. ambassador to Greece signed the deal; U.S. Energy Secretary Wright confirmed widening LNG cooperation with southern and eastern Europe alongside a U.S.-backed €1.5B Krk-to-Bosnia pipeline. Read This: Reuters EDF delayed Edison
Earnings Woodside Energy First Quarter 2026 Report - Press Release TotalEnergies Q1 profit buoyed by LNG production - gasworld Technip Energies trims 2026 outlook as Hormuz disruption delays revenue - Reuters TotalEnergies First Quarter 2026 Results - Press Release TotalEnergies Q1 FY2026 earnings call transcript - Yahoo Finance Government
Earnings BP First quarter 2026 results - Press Release BP profits more than double, beating expectations as Iran war boosts oil prices - CNBC Energy crunch pays off for BP with doubled Q1 2026 profits - Reuters BP ‘still growing’ its LNG portfolio, new deputy CEO Carol Howle says -
Focus: April 20 - April 27 2026 Near-Term Supply Entering Market * Golden Pass LNG (USA) — Train 1 shipped its first cargo on April 22 from Texas. Trains 2 and 3 remain under construction. Read This: U.S. EIA, Reuters, OilPrice.com * Golden Pass LNG (USA) — Full project capacity is 2.
Mergers and Acquisitions Shell to buy Canada’s ARC in output-boosting USD $16.4 billion deal - Reuters Shell Bets $16.4 Billion On Canadian Gas In Major LNG Growth Push - OilPrice.com Shell to buy Canada’s ARC Resources for $16.4 billion in push to boost output
BUYERS Pakistan secured one spot cargo from TotalEnergies for April 27–30 delivery, its first spot purchase in over two years, after receiving no cargoes loaded since February 28. Read This: Bloomberg ACER warned that if Qatari production stays offline through December 2026, a 26 bcm global shortfall could lift
Exports U.S. Natural Gas Imports and Exports Monthly February 2026 - U.S. Department of Energy U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf - The Wall Street Journal (Subscription) America’s bid for energy supremacy is being forged in war - Financial
Exports Golden Pass says first LNG export cargo has departed from Sabine Pass terminal - Reuters Russia's LNG Exports Sink Except at Far East Sakhalin-2 - Energy Intelligence (Subscription) US natgas futures at two-week high on cooler weather view, near-record LNG flows - Reuters First Golden Pass Cargo