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
Mergers and Acquisitions Wall Street Giants Circle Shell’s $15 Billion LNG Canada Stake - OilPrice.com PETRONAS and ENEOS Xplora Strengthen Strategic Partnership to Support Long-Term Energy Security - Press Release Petronas and Japan's ENEOS Xplora agree on 10% stake in Malaysia LNG plant - Reuters Price
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
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