LNG Headlines

August 5, 2026

North America

Mexico's Sheinbaum weighs pilot fracking projects to boost gas production, sources say — Reuters
POLICY CHANGE · Sheinbaum weighs pilot fracking in Coahuila & Tamaulipas; Pemex could start Sept 2026; Pemex gas output 4.869 Bcf/d; Eagle Ford 4.3 Bcf/d June

Hedge Funds and other money managers have cut their position in U.S. gas futures and options — @JKempEnergy via X
PRICE SIGNAL · Money managers' Henry Hub net short 570 Bcf, lowest >2 yrs; 14th percentile since 2010; inventories above normal despite new LNG start-ups

Read more

Pressure Report 72-Hour Window August 19, 2026

Pressure is the why behind the news. The underlying force (political, capital, supply, demand, counterparty, or execution) actually moving the market. Source set: 48 markers, August 17–19, 2026. Pressure distribution: Political 50% · Capital 33% · Supply 6% · Execution 6% · Demand 4% Political Pressure — 24 markers (50%)

LNG Daily Board - August 19, 2026

LNG Daily Board - August 18, 2026

Shipping and route security Vessel struck by unknown projectile in Strait of Hormuz, crew casualty reported, UKMTO says : Reuters - Middle East - CAPACITY OFFLINE - UKMTO said an outbound vessel was struck by an unknown projectile, damaging its engine room and causing a crew casualty as Hormuz crossings remained in single digits.

Strait of Hormuz 7-Day Trajectory Read Aug 17, 2026

Verdict: DETERIORATING — reinforced. Trajectory scorecard