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August 4, 2026

North America

Video - JERA says LNG can save Hawaii money, critics unconvinced — KHON
CORPORATE SHIFT · JERA proposes Oahu LNG plant — offshore floating storage + subsea pipeline into existing gas network; online as soon as 2030; Par Hawaii renewable fuels by 2045; 2nd open house Blaisdell Center Wed 4–8PM

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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

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July 31, 2026

General Market Update Seatrium 1H2026 Net Profit Grows 158% to S$373 Million, Marking Shift from Recovery to Value Creation - Press Release Golar LNG announces a new $600 million senior secured Revolving Credit Facility - Press Release

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Intertwined Themes July 30, 2026

Based on July 29-30 2026 THE WORLD'S LARGEST LNG EXPORTER IS NOW A SPOT BUYER OF AMERICAN CARGOES QatarEnergy bought 33 US spot cargoes in 2026 versus four last year, reselling into Asia after declaring force majeure. Read This: OilPrice.com 28 of the 33 cargoes already

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July 30, 2026

General Market Update Pembina Pipeline Reports Results for the Second Quarter of 2026 - Press Release Shell plc Q2 2026 results - Press Release Shell profit more than doubles to $9.8 billion, second-highest on record, as Iran war lifts prices - Reuters Geopolitical Developments

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