Based on July 29-30 2026
THE WORLD'S LARGEST LNG EXPORTER IS NOW A SPOT BUYER OF AMERICAN CARGOES
QatarEnergy bought 33 US spot cargoes in 2026 versus four last year, reselling into Asia after declaring force majeure. Read This: OilPrice.com
28 of the 33 cargoes already delivered to Japan, South Korea, India, Bangladesh and Taiwan; five still en route. Read This: Reuters
HORMUZ IS REOPENING ONE TANKER AT A TIME — AND THAT IS NOT THE SAME AS REOPENING
North America Qatar Turns to American LNG After Iran War Cripples Ras Laffan — OilPrice.com CAPACITY OFFLINE · 33 U.S. spot cargoes in 2026 vs 4 in 2025; 28 delivered, 5 en route; Ras Laffan losses ~$20B/year; repairs up to 5 years
North America ★ Uniper and the Canadian project Ksi Lisims LNG sign landmark long-term LNG agreement — Uniper Press Release CONTRACT SECURED · SPA — Uniper to buy 2 Mtpa (~30 TWh/yr) FOB, destination-flexible, up to 20 yrs; first deliveries 2032; Ksi Lisims 12 Mtpa BC project; first major Canada–Germany
Project contracting signals in July 22–29, 2026 window. Direct Awards and Procurement Ksi Lisims feedgas package awarded — PRGT awarded Allseas the subsea pipeline installation package connecting Canadian gas supply to Ksi Lisims LNG, advancing a critical enabling-infrastructure scope toward construction. Read This: Western LNG Press Release CP2 liquefaction
July 28, 2026 LNG Headlines