Forward-Dated Signals in Recent News April 30, 2026
THIS WEEK
May 1 — Knutsen LNG France leadership change Jerome Balay takes presidency. Read This: TradeWinds
NEAR-TERM: May 2026
Late April / Early May — Japan-Australia PM visit PM Takaichi in Australia as Canberra weighs gas reservation scheme and export tax changes. Japanese companies lobbying hard to protect LNG resale flexibility. Read This: IEEFA
May (decision pending) — Japan $3.1B electricity subsidy approval Subsidies expected July–September if approved. Subsidy fund sits at ~$6.26B and could run out in months. Read This: OilPrice.com