The Capital Forward LNG News Read September 1–8, 2026

COMMITTED Shell — ~US$13.9 billion equity value (US$16.5 billion enterprise value) for its completed acquisition of Canada's ARC Resources, effective September 2, 2026; the deal adds ~370 kboe/d of gas and liquids that Shell says complements its LNG footprint, i.e. feeds integrated LNG-

September 8, 2026 Headlines

North America State-owned gasline corporation says it will continue to pursue Alaska LNG pipeline in 2027 — Anchorage Daily News Canada In Talks to Sell Nuclear-Power Technology, LNG to Poland — Bloomberg

Top LNG Signals Sept 4–7, 2026

Chokepoint & Transit Security Hormuz Traffic Collapses to Lowest Since May as US–Iran Strikes Escalate — Read This: Reuters Iran's Unilateral Crossing Scheme Now Governs Most Hormuz Transits — Read This: Kpler via X

September 7, 2026 Headlines

North America Inside Woodside country, the LNG producer’s $24b bet on the Deep South — The Australian Financial Review (Subscription) Opinion: Alaska LNG’s gas price promise banks on industrial-scale unknowns — Anchorage Daily News

September 4, 2026 Headlines

North America Williams Completes Acquisition of Momentum Midstream — Press Release Europe Europe Gas Prices Head for Fourth Straight Weekly Gain — OilPrice.com

The Impact Board Aug 23–Sep 4, 2026

SYSTEMIC (LNG‑system scope — not sized in tonnage) Strait of Hormuz (down) (chokepoint status — LNG transits effectively halted) — as of Sep 3, four commodity vessels transited, below the ~15 ten‑day average; oil flows have rebounded but "practically no LNG is currently getting through," Read These: Bloomberg · Reuters

September 3, 2026 Headlines

North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 2, 2026 — U.S. EIA Cove Point LNG Outage to Cut Appalachian Natural Gas Demand — Natural Gas Intelligence (Subscription) Cheniere plans fourth stage of LNG expansion in San Patricio County as residents raise air-quality concerns

The LNG Big Picture Sep 2–3, 2026

THE BIG PICTURE * The Gulf supply rupture deepened rather than eased — Asian spot LNG hit its highest since 2022 as Qatar's force majeure ran into November and the US–Iran conflict was reported stalled, pushing the window's dominant driver further the wrong way for buyers. Read

The Capital Forward LNG News Read Aug 28 - Sep 3, 2026

Where LNG capital is flowing Aug 28 – Sep 3, 2026.

What You Need to Know Sept 1–2, 2026

THE BIG PICTURE * Renewed U.S.–Iran fighting slams the Strait of Hormuz shut again. * Asian spot LNG jumps to a five-month high. * South Asian buyers priced out; Pakistan faces fresh blackouts. * Record U.S. exports * Buyers pivot to solar, pipelines and term deals to escape spot.

September 2, 2026 Headlines

North America FACT SHEET: Delivering on President Trump's Promise to Unleash Prosperity and Security for the United States and Venezuela — U.S. Department of Energy Record U.S. gas output forces prices lower for longer — @JKempEnergy via X Asia-Pacific Thailand bets on rooftop solar to guard against

The Exposure Map September 1, 2026

Lens: risk exposure · 112 markers · August 26–September 1, 2026