April 1, 2026

Crisis & Market-Moving

Trump says Iran's president asked for ceasefire, but U.S. wants Hormuz Strait open first — CNBC (also reported by Axios)

European gas prices fall on hopes for end to Iran war — Reuters

Germany's first Omani LNG shipments arrive despite Middle East disruptions — euronews

Iran conflict exposes Thailand's LNG vulnerability — Institute for Energy Economics and Financial Analysis

Turkey in Talks With Iran for Ships' Passage Through Hormuz — Bloomberg

Petronet LNG commissions Dahej expansion, capacity rises to 22.5 MMTPA — Economic Times (also reported by LNG Prime)

China Resells Record LNG Volumes as Global Gas Crunch Bites — OilPrice.com

Woodside Says North West Shelf Back Online After Cyclone Impact — Bloomberg (also reported by LNG Prime)

Structural & Forward-Looking

Policy & Regulatory

EU warns oil and gas prices will not immediately return to normal even if the Iran war ends — euronews

Why we need a liquefied natural gas terminal on the Shannon and must have it now — Irish Times

Trump: No deal needed to end the war, Iran won't be able to obtain a nuke 'for years' — Times of Israel

Demand Shifts & Procurement

Coal India's sales rise for first time in six months on gas crunch, summer demand — Reuters

Market Context

Russia exports more LNG in first quarter, shipments to Europe jump too, data shows — Reuters

Russian pipeline gas exports to Europe jump as Strait of Hormuz remains blocked — Reuters

US natural gas supply outlook hinges on three key shale basins — Reuters

Project Development & Execution

South Korean shipyard holds naming ceremony for US player's new FSRU — Offshore Energy