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LNG Headlines

August 12, 2026

Intertwined Themes August 11, 2026

HORMUZ IS BEING PRICED AS A PERMANENT CONSTRAINT * Strait of Hormuz traffic fell to six vessels on August 11 versus a 10-day average near 11. Read This: Reuters * Kpler logged Hormuz crossings sliding from 15 to 11 to six across August 7–9, a 32 three-day total. Read

August 11, 2026

North America Short-Term Energy Outlook August 2026 — U.S. EIA PRICE SIGNAL · Henry Hub 3Q26 forecast cut 50 cents to $2.87/MMBtu; storage seen at a record 3,985 Bcf by end-October. Venture Global misses quarterly estimates as lower LNG prices, higher costs weigh — Reuters CAPACITY ONLINE

LNG Headlines

August 10, 2026

North America US natgas prices climb 4% as LNG export flows hit one-month high — Reuters PRICE SIGNAL · Sep Nymex +3.6% to $2.757/mmBtu (highest since Aug-3); LNG feedgas 17.9 bcfd Mon, 1-mo high; Aug feedgas 17.2 bcfd; Lower-48 output 111.2 bcfd

LNG Headlines

August 7, 2026

North America U.S. natural gas futures prices have slipped well below $3 per million British thermal units — @JKempEnergy via X PRICE SIGNAL · Front-month July avg $2.94/mmBtu; coal-to-gas switch threshold ~$3.30/mmBtu; 18th percentile of inflation-adjusted months since 2010 Asia-Pacific Inpex raises

Signals - August 6, 2026

Based on News of August 6, 2026 1 · Supply Disruption & Chokepoints Hormuz and Bab el-Mandeb traffic drops sharply on Houthi attack claims — Hormuz transits fell to 2 from 8; Bab el-Mandeb 1 from 20; Houthis claim tanker attacks. Prompt seaborne-supply and route risk intensify. ConocoPhillips says

August 6, 2026

North America US natural gas prices slide 2% to 14-week low on big storage build — Reuters PRICE SIGNAL · −2.2% to $2.629/mmBtu (14-wk low); EIA +33 Bcf storage (vs +31 poll, +13 YoY, +23 5-yr avg); total 3,117 Bcf, +6.7% vs 5-yr;

LNG Headlines

August 5, 2026

North America Mexico's Sheinbaum weighs pilot fracking projects to boost gas production, sources say — Reuters POLICY CHANGE · Sheinbaum weighs pilot fracking in Coahuila & Tamaulipas; Pemex could start Sept 2026; Pemex gas output 4.869 Bcf/d; Eagle Ford 4.3 Bcf/d June Hedge Funds and other

LNG Headlines

August 4, 2026

North America Coastal Bend LNG Initiates Formal Permitting and Consultation Process — Coastal Bend LNG Press Release CAPACITY PROGRESSING · FERC pre-filing initiated for Texas Gulf Coast export facility; 4 × 4.8 mtpa trains = 19.2 mtpa; Section 3 NGA filing early 2027; ConocoPhillips Optimized Cascade; KBR + Técnicas Reunidas FEED/EPC

LNG Headlines

August 3, 2026

North America ★ US LNG exports stall in July despite higher LNG prices — Reuters OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu

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July 31, 2026

General Market Update Seatrium 1H2026 Net Profit Grows 158% to S$373 Million, Marking Shift from Recovery to Value Creation - Press Release Golar LNG announces a new $600 million senior secured Revolving Credit Facility - Press Release

Intertwined Themes July 30, 2026

Based on July 29-30 2026 THE WORLD'S LARGEST LNG EXPORTER IS NOW A SPOT BUYER OF AMERICAN CARGOES QatarEnergy bought 33 US spot cargoes in 2026 versus four last year, reselling into Asia after declaring force majeure. Read This: OilPrice.com 28 of the 33 cargoes already

July 30, 2026

General Market Update Pembina Pipeline Reports Results for the Second Quarter of 2026 - Press Release Shell plc Q2 2026 results - Press Release Shell profit more than doubles to $9.8 billion, second-highest on record, as Iran war lifts prices - Reuters Geopolitical Developments

July 29, 2026

North America ★ Uniper and the Canadian project Ksi Lisims LNG sign landmark long-term LNG agreement — Uniper Press Release CONTRACT SECURED · SPA — Uniper to buy 2 Mtpa (~30 TWh/yr) FOB, destination-flexible, up to 20 yrs; first deliveries 2032; Ksi Lisims 12 Mtpa BC project; first major Canada–Germany

EPC Signals - July 22–29, 2026

Project contracting signals in July 22–29, 2026 window. Direct Awards and Procurement Ksi Lisims feedgas package awarded — PRGT awarded Allseas the subsea pipeline installation package connecting Canadian gas supply to Ksi Lisims LNG, advancing a critical enabling-infrastructure scope toward construction. Read This: Western LNG Press Release CP2 liquefaction

July 28, 2026

July 28, 2026 LNG Headlines

Priority Signals : July 27, 2026

July 27, 2026

July 27, 2026 LNG Headlines

July 24, 2026

July 24, 2026 LNG Headlines

Priority Signals July 23, 2026

July 23, 2026

July 23, 2026 LNG Headlines

July 22, 2026

July 22, 2026 LNG Headlines

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