Commercial Signals April 28, 2026

LONG-TERM CONTRACT OPPORTUNITY SIGNALS

Venture Global agreement with Aktor LNG USA for Albania. U.S. ambassador to Greece signed the deal; U.S. Energy Secretary Wright confirmed widening LNG cooperation with southern and eastern Europe alongside a U.S.-backed €1.5B Krk-to-Bosnia pipeline. Read This: Reuters

EDF delayed Edison stake decision as QatarEnergy force majeure may extend beyond mid-June. Edison replaced nearly all cancelled QatarEnergy cargoes through mid-June; advisers to reconvene end of May; Edison valued at €7–10B with its long-term QatarEnergy SPA still under force majeure. Read This: Reuters

Commercial Signals April 29, 2026

GEOPOLITICAL & SUPPLY DISRUPTION SIGNALS Hormuz traffic averaged seven ships daily. Reuters reported at least six ships crossed in 24 hours, mainly through Iranian waters, versus 125–140 daily passages before the Iran war began February 28. Read This: Reuters Trump prepared extended Iran blockade. U.S. officials cited by

April 29, 2026

April 28, 2026

Earnings BP First quarter 2026 results - Press Release BP profits more than double, beating expectations as Iran war boosts oil prices - CNBC Energy crunch pays off for BP with doubled Q1 2026 profits - Reuters BP ‘still growing’ its LNG portfolio, new deputy CEO Carol Howle says -

Supply Advancing April 27, 2026

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.