May 22, 2026

LNG Headlines

LNG Entity Watch — May 21, 2026

USA Gulf Coast LNG Exporter Entity Watch — May 21, 2026 1. Equinor — Expected global LNG supply glut likely postponed by two years, according to Equinor’s head of LNG. Montel News 2. QatarEnergy — 12.8 million tons per year remains sidelined for three to five years after Iranian attacks damaged

May 21, 2026

EU Utility LNG Signal Brief — May 20, 2026

Japan Utility LNG Signal Brief — May 20, 2026

U.S. Gulf Coast LNG Signal Brief — May 20, 2026

EU LNG Importer Entity Exposure — May 20, 2026

How each entity in the news of May 20, 2026 might read for the European utility procurement seat. Storage Compliance & Supply Security * SEFE — FAVORABLE. Repaid €300 million to Germany; total nearly €1 billion. Post-Russian-gas stabilization at a 200+ TWh/year supplier proceeding. (SEFE) * QatarEnergy — UNFAVORABLE. Force majeure up to

Role Signal Board — May 20, 2026

ORIGINATION Inpex reached Abadi LNG offtake agreements in principle with bp, PGN, PLN, and Shell Eastern Trading. Read This: Press Release SESA and SEFE signed eight-year LNG SPA for up to 2 mtpa starting 2027. Read This: Press Release PORTFOLIO Wood Mackenzie says more than 80 Mtpa LNG remains inaccessible

LNG Entity Watch — May 20, 2026

May 20, 2026

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EU LNG Importer Entity Exposure — May 19, 2026

Japan LNG Importer Entity Exposure — May 19, 2026

How each entity in the news of May 19, 2026 might read for the Japanese utility procurement seat. Supply Security & Portfolio Integrity * ConocoPhillips — FAVORABLE. NFE/NFS delays measured in months, not years; AXPO estimates six months to one year. (Reuters) * South Korea — FAVORABLE. Bilateral pact with Japan including LNG