Jan 6, 2025 : Outlook 2026 The Americas
Outlook 2026: The Americas forging the future of global LNG supply - Petroleum Economist
Trump says the U.S. government may reimburse oil companies for rebuilding Venezuela's infrastructure - NBC News
From Oil to LNG, Too Much Supply Is Still the Problem in 2026 - OilPrice.com
The US is exporting more LNG than any country ever - @SStapczynski via X
Regulators flag Woodfibre LNG over juvenile salmon oversight - Squamish Chief
Louisiana regulators mull Venture Global dredge permit change - Center Square
Oil markets facing biggest glut since COVID, leaving prices in the basement, says new forecast - Financial Post
Cool Company Ltd. Announces Satisfaction of Conditions Precedent to Completion of Merger with Wholly Owned Subsidiary of EPS Ventures Ltd. - Press Release
Energy Transfer Announces 2026 Outlook - Press Release
GTT receives an order from Hanwha Ocean for the tank design of seven new LNG Carriers - Press Release
LNG vessel comes to Seatrium’s yard for new lease on life as Egypt-bound FSRU (Gallery) - Offshore Energy
A secretive LNG transshipment scheme takes shape outside Kola Peninsula - The Barents Observer
Five things to watch in Canada’s oil and gas industry in 2026 - Canadian Energy Centre
Gladstone LNG exports down in 2025 - LNG Prime (Subscription)
European Gas Prices in Tight Range With Focus on Weather, LNG Supply - The Wall Street Journal (Subscription)
First Russian-built Arc7 LNG carrier heads for Northern Sea Route - TradeWinds (Subscription)
Beyond Crude: Could the Fall of Venezuela’s Maduro Impact North American Natural Gas? - Natural Gas Intelligence (Subscription)
Shell to supply LNG to PetroVietnam Gas - LNG Prime (Subscription)
Jera Global Markets expands LNG carrier fleet - LNG Prime (Subscription)
U.S. Natural Gas Outpacing Oil Demand as Data Centers, LNG Seen Lifting ‘26 Outlook - Natural Gas Intelligence (Subscription)
Top 3 themes from the past 48 hours:
Theme 1: Supply Is Winning the Battle Across Oil and LNG
Markets are being reshaped by oversupply rather than geopolitics. Deloitte’s crude glut forecast, record U.S. LNG exports, new Atlantic Basin supply ramp-ups, and discounted Russian LNG flows all reinforce the same reality: incremental volumes are outpacing demand, compressing prices and margins across oil-indexed and spot LNG markets.
Theme 2: Infrastructure and Logistics Are the New Strategic Moat
While prices soften, capital continues flowing into logistics. LNG shipping fleet expansion, FSRU conversions for Egypt, regas utilization in Germany, and U.S. gas pipeline buildouts show that value is concentrating downstream of liquefaction. Control of vessels, terminals, and flexibility increasingly determines market power more than resource ownership.
Theme 3: Politics Is Re-Entering Energy Markets as a Supply Tool
State intervention is rising. The U.S. is openly discussing reimbursing oil companies to revive Venezuela, Russia is operationalizing sanctions workarounds, and governments from Canada to Egypt are fast-tracking gas infrastructure. Energy security, price control, and geopolitical leverage are now explicit drivers of supply decisions, not background factors.