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
LNG Headlines
Government UAE oil break exposes deepening Saudi rift as Gulf power shifts - Reuters EU Warns Energy Crisis From Iran War Could Last Years - OilPrice.com Trump urges Iran to sign a deal after report suggests US may extend blockade - Reuters Australian State Launches First Gas Tender in
LNG Headlines
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 -
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.
LNG Headlines
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
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
LNG Headlines
Exports U.S. Natural Gas Imports and Exports Monthly February 2026 - U.S. Department of Energy U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf - The Wall Street Journal (Subscription) America’s bid for energy supremacy is being forged in war - Financial
LNG Headlines
LNG Headlines
Exports Golden Pass says first LNG export cargo has departed from Sabine Pass terminal - Reuters Russia's LNG Exports Sink Except at Far East Sakhalin-2 - Energy Intelligence (Subscription) US natgas futures at two-week high on cooler weather view, near-record LNG flows - Reuters First Golden Pass Cargo
LNG Headline Newsletter
LNG BUYERS (UTILITIES / NOCs) SECURITY OF SUPPLY RISK Pakistan has 5,500 MW of LNG-fired generation idle and has received no cargoes loaded after February 28. Read This: Arab News PROCUREMENT TIMING PRESSURE Bangladesh's RPGCL launched a fresh three-cargo spot tender amid ongoing Middle East supply disruptions. Read
GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April
Exports Golden Pass Ships First LNG Cargo From Texas Export Terminal - OilPrice.com Senate committee revises governor’s property tax bill for Alaska LNG project, proposing significantly more state revenue - Anchorage Daily News Energy secretary says Alaska LNG is his No. 1 infrastructure priority - Alaska Public Media
Exports Trump invokes emergency powers to bolster U.S. natural gas, LNG capacity - KTUU Trump Invokes Wartime Powers to Fund New Energy Projects - Bloomberg Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Natural Gas Transmission, Processing, Storage, and Liquefied Natural
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import
Structural & Forward-Looking Demand Shifts & Procurement The Iran conflict is cutting the long-term role of LNG in Asia — IEEFA How China Became Asia's Energy Middleman — The National Interest Demand for Colombia LNG Shipments Set to Surge Ahead of El Niño — Bloomberg
Structural & Forward-Looking Project Development & Execution Mexico Pacific Remains on the Hunt for Saguaro LNG Financing — Energy Intelligence Mexico LNG project in Manzanillo faces one-year FID delay — bn Americas Saeul-3 nuclear plant in South Korea achieves first criticality — NUCNET
Structural & Forward-Looking Policy & Regulatory EU Seeks Energy Tax Cuts as War Adds $26 Billion to Fuel Imports — Bloomberg Energy, chemical sectors urge EU to ease imminent emission rules — Bloomberg EU should reconsider its plans to ban imports of Russian gas, Eni CEO says — Reuters (also reported by OilPrice.