August 3, 2026
North America
★ US LNG exports stall in July despite higher LNG prices — Reuters
OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu
★ US LNG exports stall in July despite higher LNG prices — Reuters
OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu
Capital pressure markers in the last week we have tracked. Investment decisions, financing, asset sales, earnings, buybacks or contract-backed funding that change where capital flows and who carries the financial risk.
Window: Nov 2–3, 2026
A read of the counterparties that have faced or are facing an LNG supply, storage or delivery problem in the latest set of markers we have tracked.
The Persona: Business developer looking at LNG engineering and construction projects. News window: Oct 25–30, 2026 · 114 markers tracked. Signals in the news this week for this persona below.