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 · Venture Global missed Q2 revenue and profit estimates as lower Calcasieu prices and higher costs offset stronger Plaquemines volumes.
North America Williams Completes Acquisition of Momentum Midstream — Press Release Europe Europe Gas Prices Head for Fourth Straight Weekly Gain — OilPrice.com
SYSTEMIC (LNG‑system scope — not sized in tonnage) Strait of Hormuz (down) (chokepoint status — LNG transits effectively halted) — as of Sep 3, four commodity vessels transited, below the ~15 ten‑day average; oil flows have rebounded but "practically no LNG is currently getting through," Read These: Bloomberg · Reuters
North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 2, 2026 — U.S. EIA Cove Point LNG Outage to Cut Appalachian Natural Gas Demand — Natural Gas Intelligence (Subscription) Cheniere plans fourth stage of LNG expansion in San Patricio County as residents raise air-quality concerns
THE BIG PICTURE * The Gulf supply rupture deepened rather than eased — Asian spot LNG hit its highest since 2022 as Qatar's force majeure ran into November and the US–Iran conflict was reported stalled, pushing the window's dominant driver further the wrong way for buyers. Read