LNG Headlines

July 31, 2026

CORPORATE SHIFT (7)

ExxonMobil says LNG projects diversify portfolio, won't 'shy away' from Middle East — Reuters
CORPORATE SHIFT · Mozambique LNG FID targeted later 2026; Papua New Guinea LNG sanction same period; pipeline diversifies production from Middle East

Former Maran Gas LNG carrier emerges under Russian flag — TradeWinds (Subscription)
CORPORATE SHIFT · 145,700-cbm carrier (ex-Maran Gas Coronis, built 2007) renamed Chaivo, reflagged Panama → Russia Jul 1; Russia has bought ≥7 secondhand LNG carriers this year

Intertwined Themes July 30, 2026

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

July 30, 2026

North America U.S. Weekly Natural Gas Storage Report Supplement — For week ending July 29, 2026 — U.S. EIA PRICING & MARKET STRUCTURE · Net injection 28 Bcf (5-yr avg 26); storage 3,084 Bcf (+6% vs 5-yr, −32 Bcf YoY); Henry Hub −$0.39 → $2.56/mmBtu; feedgas

July 29, 2026

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

EPC Signals - July 22–29, 2026

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