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
LNG BUYERS (UTILITIES / NOCs) SECURITY OF SUPPLY RISK Pakistan has 5,500 MW of LNG-fired generation idle and has received no cargoes loaded after February 28. Read This: Arab News PROCUREMENT TIMING PRESSURE Bangladesh's RPGCL launched a fresh three-cargo spot tender amid ongoing Middle East supply disruptions. Read
GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April
LNG Headline Newsletter
Exports Golden Pass Ships First LNG Cargo From Texas Export Terminal - OilPrice.com Senate committee revises governor’s property tax bill for Alaska LNG project, proposing significantly more state revenue - Anchorage Daily News Energy secretary says Alaska LNG is his No. 1 infrastructure priority - Alaska Public Media
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import
Structural & Forward-Looking Demand Shifts & Procurement The Iran conflict is cutting the long-term role of LNG in Asia — IEEFA How China Became Asia's Energy Middleman — The National Interest Demand for Colombia LNG Shipments Set to Surge Ahead of El Niño — Bloomberg
Structural & Forward-Looking Project Development & Execution Mexico Pacific Remains on the Hunt for Saguaro LNG Financing — Energy Intelligence Mexico LNG project in Manzanillo faces one-year FID delay — bn Americas Saeul-3 nuclear plant in South Korea achieves first criticality — NUCNET
Structural & Forward-Looking Policy & Regulatory EU Seeks Energy Tax Cuts as War Adds $26 Billion to Fuel Imports — Bloomberg Energy, chemical sectors urge EU to ease imminent emission rules — Bloomberg EU should reconsider its plans to ban imports of Russian gas, Eni CEO says — Reuters (also reported by OilPrice.
Crisis & Market-Moving Hormuz at near standstill as Iran warns ships to keep to its waters — Reuters India Oil Minister Heads to Qatar With Eye on Swift LNG Supply — Bloomberg Gas prices in Europe remain firm with LNG supply stuck in Persian Gulf — Reuters Russia Offers Sanctioned LNG to Energy-Hungry
Crisis & Market-Moving Exxon Sees First-Quarter Production Loss of 6% on Iran War — Bloomberg European gas prices plunge on hopes for restored LNG flows following US-Iran ceasefire — Reuters Qatar Begins Work to Resume LNG Production After Ceasefire — Bloomberg (also reported by Reuters) Hormuz shipping recovery to take at least six
Structural & Forward-Looking Project Development & Execution $12.5 billion US LNG project nearing FID with full commercialization in hand — Offshore Energy (also reported by LNG Prime, Press Release) Technip Energies awarded a substantial authorization to advance Commonwealth LNG project ahead of Final Investment Decision — Press Release Santos facing another
Crisis & Market-Moving Qatari tankers abort Hormuz crossing in blow to first LNG shipment since war — The National Ships With Qatar LNG Attempt First Hormuz Exit Since War — Bloomberg (also reported by Reuters) Israel hits Iranian petrochemical plant in massive gas field as mediators float ceasefire proposal — AP
Structural & Forward-Looking Project Development & Execution Golden Pass LNG gears up for first export as gas flows hit records — Reuters Israel to restart Leviathan gas field following war shutdown — Reuters Contracts & Offtake Jera's US Purchase Deal With Commonwealth LNG Terminated — Bloomberg (also reported by OilPrice.com)