Reports

Key Facts: Global Physical Energy Merchant Persona Sep 16–22 2026

Data: 100 Markers, Sep 16–22 2026
Persona: Physical energy merchant reading flow, spread, freight, optionality

PRIORITY

U.S. cargoes — Two US LNG cargoes diverted from Europe amid a spot selloff — one to Brazil. Read This: @SStapczynski

Asian arrivals — Asian LNG arrivals hit the weakest September since 2018, freeing spot cargoes for Europe. Read This: Reuters

Atlantic freight — Atlantic spot LNG freight rose $5,250 to $25,250/day, a third straight weekly climb. Read This: LNG Prime

September 22, 2026 Headlines

North America Abu Dhabi's XRG explores LNG Canada stake as partners weigh expansion — Bloomberg Woodfibre LNG Feedgas Pipeline Clears Major Tunneling Milestone — Natural Gas Intelligence (Subscription)

The Capital Forward LNG News Read (Sep 13–21, 2026 · 9-day window)

Where money was committed, contracted, or announced in recent news. COMMITTED (5) Baker Hughes — no contract value disclosed for equipment and engineering, USA; Venture Global placed a binding award for 13 gas-turbine compression systems for the Cloud Connector feedgas pipeline (feeds the Plaquemines LNG system) and eight liquefaction modules

September 21, 2026 Headlines

North America Tilbury LNG facility in Delta, B.C., gets greenlight for expansion — CBC Appalachian Natural Gas Prices Hit 2-Year Lows as Cove Point Outage Begins — Natural Gas Intelligence (Subscription) Canada sees scope for France LNG partnership, minister says — Reuters

Intertwined Themes September 17-18, 2026

HORMUZ TRAFFIC FELL BELOW A THIRD OF AVERAGE, THEN LNG VESSELS RETURNED, AS PANAMA SLOT FEES TOPPED $5 MILLION * Hormuz transits fell to three ships on Sept 16, from 12 a day earlier against a ~17 ten-day average. Read This: Reuters * Four vessels transited Hormuz on Sept 18 as

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September 22, 2026 Headlines

The Capital Forward LNG News Read (Sep 13–21, 2026 · 9-day window)

September 21, 2026 Headlines

Intertwined Themes September 17-18, 2026