Reports
39 markers · 4 contractors named on awards in the window
Reports
Reports
1. Kpler showed no visible QatarEnergy-linked LNG transits through the Strait of Hormuz in August, and multiple laden Ras Laffan cargoes in September. At least four laden carriers exited the strait in the week to September 25. Read These: Reuters, Bloomberg, Stapczynski via X 2. Middle East crude exports
* Window: September 20–25, 2026. 91 markers. Signals * Iran says it can reopen the Strait of Hormuz within seven days if Washington eases military pressure and lifts the blockade on Iranian ports — one switch sitting under the whole basin spread structure. Read This: Reuters * Shell put the 36 million tonne
LNG Headlines
North America US natgas prices fall 3.5% on lower demand forecasts ahead — Reuters Henry Hub natural gas prices this summer were 6% lower than last summer — U.S. EIA
Reports
LNG Signal Report — 8-Day Window Signal is the what of the news. The event itself (capacity, contract, price, demand, flow, policy, or corporate move) changing the market. Source set: 19 markers, September 17–24, 2026. Signal distribution: Demand Signal 100%. Asian demand hollowing on price — High spot prices are
LNG Headlines
North America BP eyes Devon Energy asset amid renewed US M&A ambitions, sources say — Reuters U.S. Weekly Natural Gas Storage Report Supplement For week ending September 23, 2026 — U.S. EIA
Reports
Pressure is the why behind the news. The underlying force (political, capital, supply, demand, counterparty, or execution) actually moving the market. Source set: 56 markers, September 20–23, 2026. Pressure distribution: Political 54% · Demand 20% · Capital 16% · Execution 7% · Supply 3%.
LNG Headlines
North America Shell, Partners Poised to Approve Doubling of LNG Canada Project — Bloomberg Hope for progress after US, Iran hold first shuttle talks in months — Reuters
LNG Headline Newsletter
Data: 100 Markers, Sep 16–22 2026 Persona: Physical energy merchant reading flow, spread, freight, optionality PRIORITY U.S. cargoes — Two US LNG cargoes diverted from Europe amid a spot selloff — one to Brazil. Read This: @SStapczynski Asian arrivals — Asian LNG arrivals hit the weakest September since 2018, freeing spot
North America Ottawa fast-tracks $3.5-billion FortisBC LNG expansion on B.C. coast — Financial Post Abu Dhabi's XRG explores LNG Canada stake as partners weigh expansion — Bloomberg
Where money was committed, contracted, or announced in recent news. COMMITTED (5) Baker Hughes — no contract value disclosed for equipment and engineering, USA; Venture Global placed a binding award for 13 gas-turbine compression systems for the Cloud Connector feedgas pipeline (feeds the Plaquemines LNG system) and eight liquefaction modules
North America Tilbury LNG facility in Delta, B.C., gets greenlight for expansion — CBC Appalachian Natural Gas Prices Hit 2-Year Lows as Cove Point Outage Begins — Natural Gas Intelligence (Subscription) Canada sees scope for France LNG partnership, minister says — Reuters
HORMUZ TRAFFIC FELL BELOW A THIRD OF AVERAGE, THEN LNG VESSELS RETURNED, AS PANAMA SLOT FEES TOPPED $5 MILLION * Hormuz transits fell to three ships on Sept 16, from 12 a day earlier against a ~17 ten-day average. Read This: Reuters * Four vessels transited Hormuz on Sept 18 as
Europe EDF considers preferred equity to lure buyers to Edison stake, sources say — Reuters LNG Tanker With US Cargo Reported to Be Victim of Cyberattack — Bloomberg
Builders & suppliers winning work EPC, PMC, engineering and technology mandates. * Samsung E&A — Unveiled its LNG Module Package at Gastech 2026 a pre-engineered modular liquefaction system on Honeywell's AP-SMR process it says can cut total project duration by ~20% — a full-scale market entry
North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 16, 2026 — U.S. EIA Shell-led LNG Canada could approve Phase 2 expansion by early October, sources say — Reuters
North America National Fuel Gas explores options for $5 billion natural gas production business, sources say — Reuters Ksi Lisims lands third LNG supply deal, but a much bigger test lies ahead — Financial Post Video: US can meet Asia’s growing LNG needs by 2030, FERC chair says — CNA
FRONT 1 — GEOPOLITICS & SUPPLY SECURITY HORMUZ SHUT. NO DIPLOMATIC OFF-RAMP
North America Corpus Christi LNG expansion makes facility the second-largest in the United States — U.S. EIA LNG Buyers Look to US to Hedge Future Risk of Hormuz Disruption — Bloomberg Trafigura needs more LNG from United States, CEO says — Reuters
Pressure is the why behind the news. The underlying force (political, capital, supply, demand, counterparty, or execution) actually moving the market. Source set: 36 markers, September 11–14, 2026. Pressure distribution: Political 44% · Demand 25% · Capital 17% · Execution 8% · Supply 6%. Political Pressure — 16 markers (44%) Middle East drives the