Focus: Investment & Capital Allocation Signals
Classification: Bullish (Capital Expanding) vs Bearish (Capital Constrained)
This capital heatmap was generated by the The Engine, synthesizing capital allocation signals across global LNG markets from the last 7 days.
Theme: State-backed capital deployment accelerating across liquefaction and shipping.
Trinidad’s Atlantic LNG shuts train after crack discovered - Reuters Vitol Part of Consortium for South Africa LNG-to-Power Project Bloomberg Chevron-led consortium signs contracts for gas exploration off Greece - Reuters ADNOC’s LNG Expansion Signals a New Phase of Energy Leverage - OilPrice.com Capital Flow Heatmap Feb
Caturus signs LNG supply deal with Saudi Aramco Reuters Caturus and Aramco Trading Americas LLC Sign 20-Year LNG Offtake Agreement Press Release U.S. natural gas production to reach record highs in 2026 and 2027 - U.S. EIA Greece bets on LNG corridor to power Europe’s post-Russia energy
Generated by The Engine systematically extracting capital pressure signals from the past week’s news, ranking them by structural impact and isolating the entities most likely to gain durable advantage from those shifts. THE MARKET IS NOT TIGHT ON MOLECULES. IT IS TIGHTENING ON FREE FLOAT. Look at the direction
Generated by The Engine systematically extracting political pressure signals from the past week’s news, ranking them by structural impact and isolating the entities most likely to gain durable advantage from those shifts. Political pressure this week is redistributive, not neutral. It is: * Compressing Russian optionality. * Hardwiring US LNG demand