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Feb 2, 2026 : Expected glut could be shortage by 2030 Qatar Energy

Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030 - Reuters

Greek joint venture will supply US LNG to Ukraine in March - Reuters

LNG industry requires more than 650 ships by 2040 - gasworld

Excelerate, India’s Invenire sign an agreement for Haldia LNG import terminal - PortNews

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Intertwined Themes September 17-18, 2026

HORMUZ TRAFFIC FELL BELOW A THIRD OF AVERAGE, THEN LNG VESSELS RETURNED, AS PANAMA SLOT FEES TOPPED $5 MILLION * Hormuz transits fell to three ships on Sept 16, from 12 a day earlier against a ~17 ten-day average. Read This: Reuters * Four vessels transited Hormuz on Sept 18 as

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September 18, 2026 Headlines

Europe EDF considers preferred equity to lure buyers to Edison stake, sources say — Reuters LNG Tanker With US Cargo Reported to Be Victim of Cyberattack — Bloomberg

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Positive Entity Sentiment September 16–17, 2026

Builders & suppliers winning work EPC, PMC, engineering and technology mandates. * Samsung E&A — Unveiled its LNG Module Package at Gastech 2026 a pre-engineered modular liquefaction system on Honeywell's AP-SMR process it says can cut total project duration by ~20% — a full-scale market entry

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September 17, 2026 Headlines

North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 16, 2026 — U.S. EIA Shell-led LNG Canada could approve Phase 2 expansion by early October, sources say — Reuters

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