August 7, 2026

North America U.S. natural gas futures prices have slipped well below $3 per million British thermal units — @JKempEnergy via X PRICE SIGNAL · Front-month July avg $2.94/mmBtu; coal-to-gas switch threshold ~$3.30/mmBtu; 18th percentile of inflation-adjusted months since 2010 Asia-Pacific Inpex raises

Signals - August 6, 2026

Based on News of August 6, 2026 1 · Supply Disruption & Chokepoints Hormuz and Bab el-Mandeb traffic drops sharply on Houthi attack claims — Hormuz transits fell to 2 from 8; Bab el-Mandeb 1 from 20; Houthis claim tanker attacks. Prompt seaborne-supply and route risk intensify. ConocoPhillips says

August 6, 2026

North America US natural gas prices slide 2% to 14-week low on big storage build — Reuters PRICE SIGNAL · −2.2% to $2.629/mmBtu (14-wk low); EIA +33 Bcf storage (vs +31 poll, +13 YoY, +23 5-yr avg); total 3,117 Bcf, +6.7% vs 5-yr;

August 5, 2026

North America Mexico's Sheinbaum weighs pilot fracking projects to boost gas production, sources say — Reuters POLICY CHANGE · Sheinbaum weighs pilot fracking in Coahuila & Tamaulipas; Pemex could start Sept 2026; Pemex gas output 4.869 Bcf/d; Eagle Ford 4.3 Bcf/d June Hedge Funds and other

August 4, 2026

North America Coastal Bend LNG Initiates Formal Permitting and Consultation Process — Coastal Bend LNG Press Release CAPACITY PROGRESSING · FERC pre-filing initiated for Texas Gulf Coast export facility; 4 × 4.8 mtpa trains = 19.2 mtpa; Section 3 NGA filing early 2027; ConocoPhillips Optimized Cascade; KBR + Técnicas Reunidas FEED/EPC

August 3, 2026

North America ★ US LNG exports stall in July despite higher LNG prices — Reuters OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu

July 31, 2026

General Market Update Seatrium 1H2026 Net Profit Grows 158% to S$373 Million, Marking Shift from Recovery to Value Creation - Press Release Golar LNG announces a new $600 million senior secured Revolving Credit Facility - Press Release

Intertwined Themes July 30, 2026

Based on July 29-30 2026 THE WORLD'S LARGEST LNG EXPORTER IS NOW A SPOT BUYER OF AMERICAN CARGOES QatarEnergy bought 33 US spot cargoes in 2026 versus four last year, reselling into Asia after declaring force majeure. Read This: OilPrice.com 28 of the 33 cargoes already

July 30, 2026

General Market Update Pembina Pipeline Reports Results for the Second Quarter of 2026 - Press Release Shell plc Q2 2026 results - Press Release Shell profit more than doubles to $9.8 billion, second-highest on record, as Iran war lifts prices - Reuters Geopolitical Developments

July 29, 2026

North America ★ Uniper and the Canadian project Ksi Lisims LNG sign landmark long-term LNG agreement — Uniper Press Release CONTRACT SECURED · SPA — Uniper to buy 2 Mtpa (~30 TWh/yr) FOB, destination-flexible, up to 20 yrs; first deliveries 2032; Ksi Lisims 12 Mtpa BC project; first major Canada–Germany

EPC Signals - July 22–29, 2026

Project contracting signals in July 22–29, 2026 window. Direct Awards and Procurement Ksi Lisims feedgas package awarded — PRGT awarded Allseas the subsea pipeline installation package connecting Canadian gas supply to Ksi Lisims LNG, advancing a critical enabling-infrastructure scope toward construction. Read This: Western LNG Press Release CP2 liquefaction

July 28, 2026

July 28, 2026 LNG Headlines