LNG Global - LNG Headline Daily Newsletter

April 13, 2026

Structural & Forward-Looking Policy & Regulatory EU Seeks Energy Tax Cuts as War Adds $26 Billion to Fuel Imports — Bloomberg Eni CEO Calls for Suspending EU Ban on Russian LNG — OilPrice.com

April 10, 2026

April 9, 2026

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

April 8, 2026

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

April 7, 2026

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

Structural & Forward Looking Developments April 7, 2026

April 6, 2026

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

April 3, 2026

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)

April 2, 2026

Crisis & Market-Moving No LNG Ships Passed Through Hormuz in March, Trackers Say — The Wall Street Journal Secret Codes and Yuan Fees Get Ships Through Iran's Hormuz Tollbooth — Bloomberg Iran and Oman drafting protocol to 'monitor' Hormuz Strait traffic: IRNA — CNBC First LNG Ship to Attempt

April 1, 2026

Crisis & Market-Moving Iran war is both a boost and a threat to Australia's LNG — Reuters Trump says Iran's president asked for ceasefire, but U.S. wants Hormuz Strait open first — CNBC US LNG exports break record high as Middle East war disrupts global supply — gCaptain

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March 31, 2026

March 30, 2026 : Golden Pass First LNG

Golden Pass LNG Marks Historic Milestone with First LNG Production - Press Release Golden Pass LNG, QatarEnergy’s largest investment in the United States, marks historic milestone with first LNG production - Press Release Chevron said the Wheatstone LNG facility is still under repairs and could be down for weeks

March 30, 2026

March 27, 2026

March 27, 2026 : Cyclone Causes Outages at Australia’s Projects

Cyclone Causes Outages at Australia’s Top LNG Projects Oil Price Iran war pushes India to rekindle old friendship with Russia - Reuters LNG arbitrage creates winners from energy shock - Reuters

March 26, 2026

March 26, 2026 : Europe’s green ambitions face reality check

Europe’s "green" ambitions face reality check as energy costs soar - Reuters LNG Canada, Coastal GasLink sign pipeline deal, bringing projects closer to reality - Canadian Press Shizuoka Gas Co., Ltd. decided to invest USD 100 million in MidOcean Energy - Press Release (link to PDF)

Government Forced To Act March 26, 2026

Entities Gaining Leverage March 26, 2026

March 25, 2026 : Europe loses grip cargoes chase Asia

Europe loses its grip as LNG cargoes chase higher prices in Asia - euronews ‘Supermajor’ hires Flex LNG’s vessel on multi-year gig - Offshore Energy Venture Global, Louisiana Clash With Permitting Delays as LNG Demand Surges - Pipeline & Gas Journal Entities Under Pressure March 25, 2026 LNG Global

Entities Under Pressure March 25, 2026

Forced Action Map March 25, 2026

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