LNG Daily Board - August 15–17, 2026

Editor's picks ★ ExxonMobil awards $1.1 billion in contracts for Mozambique's Rovuma LNG project : Reuters - Mozambique - CONTRACT SECURED - ExxonMobil awarded about $1.1 billion of pre-investment contracts for Rovuma LNG Phase 1 upstream equipment, including subsea systems, controls, umbilicals, valves and offshore line pipe.

Optionality Delta by Country August 14, 2026

A snapshot of who gained room to maneuver and who had it taken away August 7-14 2026. GAINED OPTIONALITY

Intertwined Themes August 14, 2026

Hormuz Closure "New normal"

Strait of Hormuz 7-Day Trajectory Read August 14, 2026

Window: last 7 days, Aug 7 – Aug 14, 2026 | Created August 14, 2026 9:00 A.M Pacific U.S. Verdict: MODESTLY DETERIORATING — reinforced. Flow held in a depressed, contested band with no net rise; security worsened on fresh ADNOC attacks, resumed US strikes and an "indefinite" blockade;

August 14, 2026 Headlines

Editor's pick ★ Qatar is loading another LNG shipment. But they are running out of empty ships to keep this going : @SStapczynski via X - Qatar - CAPACITY OFFLINE - Qatar keeps loading despite a shut Strait of Hormuz, with at least 12 laden tankers trapped in the Gulf and only five

August 13, 2026

Strait of Hormuz 7-Day Trajectory Read (through Aug 12, 2026)

Reporting window: the last seven news days, Aug. 5–12, 2026. Report produced at 10:00 a.m. U.S. Pacific Time. Verdict: MODESTLY DETERIORATING — reinforced. Flow held flat in a depressed band, security worsened on accumulating vessel attacks, and both secondary axes (diplomacy, structural) deteriorated alongside the headline. Desk

LNG Market Signals August 12, 2026

Chokepoint & Security Risk 1. Hormuz traffic one-week low — Shipping through the Strait of Hormuz fell to a one-week low on August 12 as renewed Iran-US hostilities deterred transits through the chokepoint. Read This: Reuters 2. Iran hardens military stance — Iran adopted a more aggressive military posture

August 12, 2026

North America ★ United States on track for record natural gas production in 2026 — U.S. EIA DEMAND SIGNAL · U.S. marketed gas production is forecast to average a record 122.5 Bcf/d in 2026, topping 2025's 118.5 Bcf/d. US to offer 81 million acres in

Intertwined Themes August 11, 2026

HORMUZ IS BEING PRICED AS A PERMANENT CONSTRAINT * Strait of Hormuz traffic fell to six vessels on August 11 versus a 10-day average near 11. Read This: Reuters * Kpler logged Hormuz crossings sliding from 15 to 11 to six across August 7–9, a 32 three-day total. Read

August 11, 2026

North America Short-Term Energy Outlook August 2026 — U.S. EIA PRICE SIGNAL · Henry Hub 3Q26 forecast cut 50 cents to $2.87/MMBtu; storage seen at a record 3,985 Bcf by end-October. Venture Global misses quarterly estimates as lower LNG prices, higher costs weigh — Reuters CAPACITY ONLINE

August 10, 2026

North America US natgas prices climb 4% as LNG export flows hit one-month high — Reuters PRICE SIGNAL · Sep Nymex +3.6% to $2.757/mmBtu (highest since Aug-3); LNG feedgas 17.9 bcfd Mon, 1-mo high; Aug feedgas 17.2 bcfd; Lower-48 output 111.2 bcfd