August 6, 2026

North America

US natural gas prices slide 2% to 14-week low on big storage build — Reuters
PRICE SIGNAL · Sep futures −2.2% to $2.629/mmBtu, 14-week low; 33 bcf storage build week-ended Jul 31 vs 31 bcf poll, 13 bcf YoY, 23 bcf 5-yr avg; storage 3,117 bcf, +6.7% vs 5-yr

Japex to buy US tight oil and gas assets for $320 million — Reuters
DEMAND SIGNAL · ~$320M for 4 Fundare tight oil/gas cos (Colorado, Wyoming), 9,500 boed Q1; close Q4 2026; secured 2 LNG cargoes replacing Mideast supply, 1 more H2; Q1 net profit −79.4% to ¥3.24B

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

August 4, 2026

North America Coastal Bend LNG Initiates Formal Permitting and Consultation Process — Coastal Bend LNG Press Release CAPACITY PROGRESSING · FERC pre-filing initiated for Texas Gulf Coast export facility; 4 × 4.8 mtpa trains = 19.2 mtpa; Section 3 NGA filing early 2027; ConocoPhillips Optimized Cascade; KBR + Técnicas Reunidas FEED/EPC

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

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