August 5, 2026

India may charge gas users to fund planned $42 billion fuel reserves, sources say - Reuters Mexico’s Sheinbaum weighs pilot fracking projects to boost gas production, sources say - Reuters

August 4, 2026

North America Video - JERA says LNG can save Hawaii money, critics unconvinced — KHON CORPORATE SHIFT · JERA proposes Oahu LNG plant — offshore floating storage + subsea pipeline into existing gas network; online as soon as 2030; Par Hawaii renewable fuels by 2045; 2nd open house Blaisdell Center Wed 4–8PM

August 3, 2026

North America ★ US LNG exports stall in July despite higher LNG prices — Reuters OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu

July 31, 2026

General Market Update Seatrium 1H2026 Net Profit Grows 158% to S$373 Million, Marking Shift from Recovery to Value Creation - Press Release Golar LNG announces a new $600 million senior secured Revolving Credit Facility - Press Release

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

General Market Update Pembina Pipeline Reports Results for the Second Quarter of 2026 - Press Release Shell plc Q2 2026 results - Press Release Shell profit more than doubles to $9.8 billion, second-highest on record, as Iran war lifts prices - Reuters Geopolitical Developments

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

July 28, 2026

July 28, 2026 LNG Headlines

Priority Signals : July 27, 2026

July 27, 2026

July 27, 2026 LNG Headlines

July 24, 2026

July 24, 2026 LNG Headlines

Priority Signals July 23, 2026

Priority Signals - Shipping July 20, 2026

CHOKEPOINT AND ROUTE FEASIBILITY 1. No LNG tankers have passed the Strait of Hormuz since July 16; the 10-day moving average of laden LNG transits fell to 0.2 cargoes per day by July 15 from roughly 0.8 in late June. Read This: Reuters 2. Thirty verified Hormuz

Demand Signals 13-17 July, 2026

HORMUZ-DRIVEN PROCUREMENT SHIFTS Pakistan Spot Buying Wave — Pakistan plans up to six LNG cargoes for August and issued a July 17 tender for late-July delivery, taking July spot buying to at least four cargoes as Hormuz cuts Qatari flows. Read These: Bloomberg, OilPrice.com, Bloomberg China Diversifying from

LNG Capital Pressure Map — July 1–15, 2026

Deployed capital stories across FIDs, equity transactions, fleet orders, and infrastructure milestones — July 1–15, 2026. FIDs & Project Sanctions Shell Bahamas regas terminal — Shell took FID on a small-scale regasification terminal at Clifton Pier, acquiring 40% of the New Providence Gas joint venture. Read These: Pipeline & Gas

LNG Role Report - July 14, 2026

LNG Role Report - July 14, 2026