Shell Weighs $24 Billion Stake Sale in Australian LNG Project - OilPrice.com
Cheniere and CPC Sign Long-Term LNG Sale and Purchase Agreement - Press Release
Cheniere Energy: Q4 Earnings Snapshot AP
Cheniere expansion projects march forward as profits surge Upstream (Subscription)
Australia ships LNG 25,000 kilometres to eastern Canada amid Asian slump - Bloomberg Most natural gas pipelines built in 2025 connect the South Central United States to supply - U.S. EIA Japan’s LNG resales set new records despite looming oversupply in global markets - Institute for Energy
I. ENGINE TAKE (12–36 Month Structural Outlook) 1. CORE THESIS Between February 18 and February 25, 2026, identifies market leverage toward three distinct entities: U.S. Gulf Coast Liquefaction Developers, Asian Portfolio Holders, and Tier-One Commodity Traders. Conversely, European utility buyers experienced primary leverage compression. This asymmetry is driven
LNG Supply Wave to Hit Prices But Demand Firm, Woodside Says - Bloomberg US natgas prices at Waha Hub in Texas in negative territory for record 12th day - Reuters Ten years after first Sabine Pass cargo, U.S. LNG exports are still on the rise - U.S. EIA
RED FLAG 1: The Transatlantic Methane Collision & SPA Freeze * The Signal: The impending 2027 EU methane emissions tracking and verification directives are no longer a theoretical policy risk; they are actively destroying commercial execution. Uniper’s Chief Commercial Officer confirmed delaying long-term agreements specifically due to uncertainty surrounding EU