Focus: Investment & Capital Allocation Signals Classification: Bullish (Capital Expanding) vs Bearish (Capital Constrained) This capital heatmap was generated by the The Engine, synthesizing capital allocation signals across global LNG markets from the last 7 days. 🟢 STRONGLY BULLISH CAPITAL FLOW Middle East Theme: State-backed capital deployment accelerating across liquefaction and
Caturus signs LNG supply deal with Saudi Aramco Reuters Caturus and Aramco Trading Americas LLC Sign 20-Year LNG Offtake Agreement Press Release U.S. natural gas production to reach record highs in 2026 and 2027 - U.S. EIA Greece bets on LNG corridor to power Europe’s post-Russia energy
Generated by The Engine systematically extracting capital pressure signals from the past week’s news, ranking them by structural impact and isolating the entities most likely to gain durable advantage from those shifts. THE MARKET IS NOT TIGHT ON MOLECULES. IT IS TIGHTENING ON FREE FLOAT. Look at the direction
Generated by The Engine systematically extracting political pressure signals from the past week’s news, ranking them by structural impact and isolating the entities most likely to gain durable advantage from those shifts. Political pressure this week is redistributive, not neutral. It is: * Compressing Russian optionality. * Hardwiring US LNG demand
Focus: Data Center Gas Demand Emerging at Scale Audience: Canadian & U.S. LNG Project Developers + North American LNG Buyers Source: Enbridge Q4 2025 Earnings (Feb 13, 2026) The Engine report isolates forward-looking supply, demand, and capital signals from source material and converts them into defensible market pressures for the
Eni, YPF and XRG Sign Joint Development Agreement Advancing Argentina LNG - Press Release TotalEnergies Can Do Without Russian Gas: CEO - AFP LNG oversupply poses risk to Qatar’s growth outlook, IMF says - The National Texas man injured in Delfin pipeline explosion in Cameron Parish files lawsuit -
Australia sends LNG cargoes to Chile for first time in over three years - Reuters Industry bosses call on EU leaders for 'urgent and bold' action to cut energy prices - euronews Germany’s Gas Refill Season Looks Tough, Market Manager Says - Bloomberg From baseload to flexibility:
Methodology: Synthesized using The LNG Intelligence Engine Scope: All factual LNG-related disclosures only (production, sales, pricing, assets, projects, cash flow, outlook, sensitivities, portfolio moves) from TotalEnergies Q4 & FY2025 Results, February 11, 2026) 1. INTEGRATED LNG – FINANCIAL PERFORMANCE 1.1 Fourth Quarter 2025 Adjusted Net Operating Income: * $922 million * +8%
China's LNG imports set to recover in 2026 though not to 2024 level - Reuters China could lift coal output this year due to Indonesian curbs - Bloomberg Companies trumpet rural Newfoundland LNG plans, but mayor says nobody’s talked to him - CBC Williams sees higher 2026
LNG Headline Newsletter
The LNG Engine read of the latest Williams earnings strips out equity optics and asks one question: what physical gas, pipe, power, and contracts are being committed today that make future LNG flows unavoidable tomorrow? Executive LNG Verdict U.S. LNG feedgas risk is structurally declining. Williams’ latest earnings confirm
Delivering LNG to support energy security - New Zealand Government Press Release New Zealand’s LNG Decision: What It Is and What It Isn’t - LNG Global Germany's gas reserves face crucial energy supply test - DW ADNOC and RWE diving into new LNG opportunities as multiple
1. A Cabinet-Level Infrastructure Decision * New Zealand’s Cabinet has made a definitive decision to proceed with an LNG import terminal * The decision is final and has been delegated to the Energy Minister for execution * Contracting is targeted for mid-2026, with operations expected in 2027 or early 2028 * The project
Japan's Mitsui close to stake in Qatar LNG project, sources say - Reuters Germany turns to Gulf energy as RWE signs provisional LNG deal with Adnoc - The National Record natural gas stock withdrawals during week ending January 30, 2026 - U.S. EIA Trinidad's Atlantic
This analysis is based on a reading of Electricity 2026: Analysis and Forecast to 2030, the International Energy Agency’s annual outlook for global electricity systems and markets. Produced by an analytical operating system for LNG market intelligence. 1. Power demand growth is structurally back in Europe — gas demand volatility
Cheniere submits application to build massive LNG plant in Texas - Reuters Europe's Reliance on US, Russian LNG Climbs to Record Above 80% - Bloomberg Think tank touts Quebec LNG proposal as gateway to European market - National Post Russian LNG Carrier ‘Alexey Kosygin’ Makes First Delivery, Amid
Tight supply keeps global LNG market finely balanced in 2026, Eni says - Reuters Europe gas prices climb on lower wind and heightened geopolitical risk - Reuters One hurt when natural gas pipeline explodes in Cameron Parish - KPLC Commonwealth LNG Announces 20-Year LNG Sale and Gas Supply Agreements with
QatarEnergy signs 27-year LNG supply agreement with Japan's Jera - Reuters Türkiye will install two new FSRUs - CEENERGYNEWS Europe’s Russian Gas Ban Is Set to Trigger a New Wave of LNG Tanker Demand - OilPrice.com Russian Shadow Fleet LNG Carrier Diverts to Norway’s Arctic
Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030 - Reuters Greek joint venture will supply US LNG to Ukraine in March - Reuters LNG industry requires more than 650 ships by 2040 - gasworld Excelerate, India’s Invenire sign an agreement for Haldia LNG
Asia spot prices rise for third straight week on cold-weather demand - Reuters US share of Europe's LNG imports increased to 60% in January - Reuters Colombia’s Largest Pipeline Operator to Launch Global LNG Tender for New Import Terminal - Bloomberg Exxon CEO says first LNG at
Total Ends Five-Year Halt on $20 Billion Mozambique LNG Plan - Bloomberg Are Shell, Mitsubishi trying to pull out of LNG Canada? Probably not, analysts say - Financial Post Freezing Weather Forces the World’s Top LNG Exporter to Import Gas - OilPrice.com India's LNG demand set
1. US Supply Concentration Risk EU now sources 58% of LNG imports from US—4x 2021 levels. Competition chief Ribera and Energy Commissioner Jorgensen both flagged structural vulnerability, actively seeking Canadian, Qatari, and North African alternatives. 2. US Export Reliability During Weather Stress Winter Storm Heather removed 16% of US