Origination & Trading Signals May 4, 2026

LONG-TERM CONTRACT OPPORTUNITY SIGNALS

May 4, 2026

Last Updated — Houston: Monday 21:35 CDT · London: Tuesday 03:35 BST · Singapore: Tuesday 10:35 SGT LEADS Global LNG exports continue to contract due to the Hormuz closure — @SStapczynski via X ADNOC to Accelerate Growth and Delivery of its Strategy with AED200 Billion in Project Awards — Press Release FLOW

May 1, 2026

Last Updated — Houston: Friday 21:41 CDT May 1, 2026 · London: Saturday May 2, 2026 03:41 BST · Singapore: Saturday 10:41 SGT May 2, 2026 LEADS LNG Canada exports hit 1 million metric tons for first time in single month — Reuters While Asia and Europe scramble for natural gas,

Forward-Dated Signals in Recent News April 30, 2026

THIS WEEK May 1 — Knutsen LNG France leadership change Jerome Balay takes presidency. Read This: TradeWinds NEAR-TERM: May 2026 Late April / Early May — Japan-Australia PM visit PM Takaichi in Australia as Canberra weighs gas reservation scheme and export tax changes. Japanese companies lobbying hard to protect LNG resale flexibility. Read

April 30, 2026

Last Updated — May 1, 2026 : Houston: Friday 11:14 CDT · London: Friday 17:14 BST · Singapore: Saturday 00:14 SGT May 2, 2026 LEADS Wall Street Giants Circle Shell's $15 Billion LNG Canada Stake — OilPrice.com Woodside struggles to sell LNG volumes at Louisiana LNG plant, sources say

Commercial Signals April 29, 2026

GEOPOLITICAL & SUPPLY DISRUPTION SIGNALS Hormuz traffic averaged seven ships daily. Reuters reported at least six ships crossed in 24 hours, mainly through Iranian waters, versus 125–140 daily passages before the Iran war began February 28. Read This: Reuters Trump prepared extended Iran blockade. U.S. officials cited by

Commercial Signals April 28, 2026

LONG-TERM CONTRACT OPPORTUNITY SIGNALS Venture Global agreement with Aktor LNG USA for Albania. U.S. ambassador to Greece signed the deal; U.S. Energy Secretary Wright confirmed widening LNG cooperation with southern and eastern Europe alongside a U.S.-backed €1.5B Krk-to-Bosnia pipeline. Read This: Reuters EDF delayed Edison

April 29, 2026

Earnings Woodside Energy First Quarter 2026 Report - Press Release TotalEnergies Q1 profit buoyed by LNG production - gasworld Technip Energies trims 2026 outlook as Hormuz disruption delays revenue - Reuters TotalEnergies First Quarter 2026 Results - Press Release TotalEnergies Q1 FY2026 earnings call transcript - Yahoo Finance Government

April 28, 2026

Earnings BP First quarter 2026 results - Press Release BP profits more than double, beating expectations as Iran war boosts oil prices - CNBC Energy crunch pays off for BP with doubled Q1 2026 profits - Reuters BP ‘still growing’ its LNG portfolio, new deputy CEO Carol Howle says -

Supply Advancing April 27, 2026

Focus: April 20 - April 27 2026 Near-Term Supply Entering Market * Golden Pass LNG (USA) — Train 1 shipped its first cargo on April 22 from Texas. Trains 2 and 3 remain under construction. Read This: U.S. EIA, Reuters, OilPrice.com * Golden Pass LNG (USA) — Full project capacity is 2.

April 27, 2026

Mergers and Acquisitions Shell to buy Canada’s ARC in output-boosting USD $16.4 billion deal - Reuters Shell Bets $16.4 Billion On Canadian Gas In Major LNG Growth Push - OilPrice.com Shell to buy Canada’s ARC Resources for $16.4 billion in push to boost output

News By Role : April 24, 2026

BUYERS Pakistan secured one spot cargo from TotalEnergies for April 27–30 delivery, its first spot purchase in over two years, after receiving no cargoes loaded since February 28. Read This: Bloomberg ACER warned that if Qatari production stays offline through December 2026, a 26 bcm global shortfall could lift