March 23, 2026 : Venture Global and Vitol Agreement

Venture Global and Vitol Announce New LNG Purchase Agreement - Press Release Trump Administration Reimburses TotalEnergies $928M to Scrap Offshore Wind Leases, Pivot to LNG - gCaptain US warns EU to pass trade deal or risk losing ‘favourable’ access to LNG - Financial Times (Subscription)

FLAG SCAN March 23, 2026

March 20, 2026 : EU Leaders Face Multi-Year Energy Squeeze

EU Leaders Face Multi-Year Energy Squeeze After Qatar Attack - Bloomberg Qatar LNG Hit Turns Into Multi-Year Crisis - OilPrice.com Venture Global vs. Shell: How a Startup Won Big in LNG and Defended American Energy Innovation - Real Clear Energy Why the Iran war energy shock is different -

Flag Scan Pressure March 20, 2026

PRESSURE — Where damage broke and how it's spreading last 48 hours. Did anyone's reliability break? * QatarEnergy declared force majeure on its entire LNG output following the Strait of Hormuz closure in early March, and then escalated to a second force majeure covering specific long-term contracts for

March 19, 2026 : Attack on Ras Laffan Industrial City

Crisis Memo Ras Laffan Industrial City - LNG Global - This page will be updated over the next few days as new information emerges from various sources. Statement on Missile Attacks on its LNG Facilities - @qatarenergy via X Iranian Attack on Qatar LNG Hub Sends European Gas Soaring 35%

Crisis Memo Ras Laffan Industrial City

Update 19 March 2026 8:15 PM – Houston, 1:15 AM March 20, 2026 – London, 9:15 AM March 20, 2026 – Singapore 1. Current operating status For several weeks prior to the latest missile strikes, Qatar had already halted LNG production at Ras Laffan following earlier drone attacks and escalating

March 18, 2026 : Iran Says South Pars Gas Field Struck

Flag Scan March 18, 2026

PRESSURE (9 of 10) — Where damage broke and how it's spreading Did anything break? * US and Israeli drone strikes damaged four gas treatment facilities at Assaluyeh processing sour gas from South Pars phases 3, 4, 5, and 6; the Assaluyeh governor confirmed the facilities were taken offline to

March 17, 2026 : Japan's Idemitsu to invest in MidOcean

Corporate / Capital Flows EIG’s MidOcean Energy Announces Initial Equity Raise of $1.2 billion Versus $1.0 billion Cover - Press Release Decision Taken to Invest in MidOcean Energy for Full-Scale Entry into the LNG Business - Press Release Greece Pushes LNG Hub Role in Europe’s Post-Russian Gas

Demand Shape: Five Policy Mechanisms, Five Different Outcomes

Five governments. Five instruments. One supply shock. South Korea — Administrative Demand Destruction * Coal output cap (80%) removed by government directive from March 16 * Six nuclear reactors accelerated back to service, targeting 80% utilization * LNG burn reduced by mandate, not price signal * Shape: Durable demand destruction — persists regardless of where LNG

Flag Scan March 17, 2026

The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (8 of 10) — Where damage broke and how it's spreading Did anything break? * UAE’s Shah gas field (1.28 bcf/d capacity) remains offline after an Iranian drone strike, removing

Flag Scan March 16, 2026

The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (6 of 10) — Where damage broke and how it's spreading Did anyone lose optionality? * India is negotiating ship-by-ship passage through Hormuz with no blanket clearance, removing scheduling certainty for LNG and