Shipping First LNG Tanker Breaks Hormuz Blockade - OilPrice.com Strait of Hormuz traffic remains tightly constrained - @Kpler via X Did an ADNOC gas tanker evade the Strait of Hormuz blockade? - Reuters When will Strait of Hormuz be ‘safe’ for commercial shipping again? - Al Jazeera
Focus: April 20 - April 27 2026 Near-Term Supply Entering Market * Golden Pass LNG (USA) — Train 1 shipped its first cargo on April 22 from Texas. Trains 2 and 3 remain under construction. Read This: U.S. EIA, Reuters, OilPrice.com * Golden Pass LNG (USA) — Full project capacity is 2.
Mergers and Acquisitions Shell to buy Canada’s ARC in output-boosting USD $16.4 billion deal - Reuters Shell Bets $16.4 Billion On Canadian Gas In Major LNG Growth Push - OilPrice.com Shell to buy Canada’s ARC Resources for $16.4 billion in push to boost output
BUYERS Pakistan secured one spot cargo from TotalEnergies for April 27–30 delivery, its first spot purchase in over two years, after receiving no cargoes loaded since February 28. Read This: Bloomberg ACER warned that if Qatari production stays offline through December 2026, a 26 bcm global shortfall could lift
Exports U.S. Natural Gas Imports and Exports Monthly February 2026 - U.S. Department of Energy U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf - The Wall Street Journal (Subscription) America’s bid for energy supremacy is being forged in war - Financial
Exports Golden Pass says first LNG export cargo has departed from Sabine Pass terminal - Reuters Russia's LNG Exports Sink Except at Far East Sakhalin-2 - Energy Intelligence (Subscription) US natgas futures at two-week high on cooler weather view, near-record LNG flows - Reuters First Golden Pass Cargo
LNG BUYERS (UTILITIES / NOCs) SECURITY OF SUPPLY RISK Pakistan has 5,500 MW of LNG-fired generation idle and has received no cargoes loaded after February 28. Read This: Arab News PROCUREMENT TIMING PRESSURE Bangladesh's RPGCL launched a fresh three-cargo spot tender amid ongoing Middle East supply disruptions. Read
GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April
Exports Golden Pass Ships First LNG Cargo From Texas Export Terminal - OilPrice.com Senate committee revises governor’s property tax bill for Alaska LNG project, proposing significantly more state revenue - Anchorage Daily News Energy secretary says Alaska LNG is his No. 1 infrastructure priority - Alaska Public Media
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import