April 21, 2026 Origination Brief

GLOBAL SUPPLY ORIGINATION

Golden Pass LNG inaugural cargo tanker arrived. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas, developed by QatarEnergy and ExxonMobil, to collect its inaugural export cargo. Average gas flows to the nine largest U.S. LNG export plants reached 18.9 bcfd in April versus a record 18.7 bcfd in February, with record dry gas production projected to exceed combined summer power demand growth and year-round LNG export growth through the injection season. Read This: Reuters

LNG Canada approaching full capacity in April. LNG Canada is set to hit full capacity in April, with loadings approaching 15 cargoes, as Asian buyers chase constrained supply and demand for North American cargoes has jumped in response to Middle East disruption. The Phase 2 FID decision is drawing closer per Natural Gas Intelligence. Read This: Natural Gas Intelligence