LNG Headlines

August 12, 2026

North America

★ United States on track for record natural gas production in 2026 — U.S. EIA DEMAND SIGNAL · U.S. marketed gas production is forecast to average a record 122.5 Bcf/d in 2026, topping 2025's 118.5 Bcf/d.

US to offer 81 million acres in Gulf of Mexico oil and gas lease sale — Reuters POLICY CHANGE · The Trump administration will offer over 81 million acres in the Gulf of Mexico in its third mandated offshore lease sale.

Alaska Governor Dunleavy Introduces Compromise AK LNG Tax Legislation — Press Release
POLICY CHANGE · Governor Dunleavy sent lawmakers a compromise tax bill meant to remove a financing barrier and advance Alaska LNG toward construction.

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September 4, 2026 Headlines

North America Williams Completes Acquisition of Momentum Midstream — Press Release Europe Europe Gas Prices Head for Fourth Straight Weekly Gain — OilPrice.com

The Impact Board Aug 23–Sep 4, 2026

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

September 3, 2026 Headlines

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 LNG Big Picture Sep 2–3, 2026

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