Venture Global Announces Final Investment Decision and Financial Close for Phase 2 of CP2 LNG - Press Release
China receives eighth LNG cargo from Russia's sanctioned Arctic LNG 2 this year - Reuters
FERC Approves Construction of Rio Grande LNG Trains 4 and 5 - Pipeline & Gas Journal
European Regulatory Friction Ahead of the Russian Gas Ban
US eyes Hormuz escorts by April as Trump downplays oil spike - Bloomberg EIG’s MidOcean Energy to Acquire Additional Gorgon LNG Interest from JERA; Parties Explore Strategic Alliance - MidOcean Energy US may loosen Jones Act shipping rules to combat fuel price spike - Reuters "Oil and Gas
Bottom line The clearest quiet beneficiaries were holders of prompt, uncommitted LNG outside the disrupted Qatar/Hormuz chain. This market did not reward scale in the abstract. It rewarded deliverability, flexibility, and non-Gulf optionality after the system lost all three.