Five governments. Five instruments. One supply shock. South Korea — Administrative Demand Destruction * Coal output cap (80%) removed by government directive from March 16 * Six nuclear reactors accelerated back to service, targeting 80% utilization * LNG burn reduced by mandate, not price signal * Shape: Durable demand destruction — persists regardless of where LNG
The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (8 of 10) — Where damage broke and how it's spreading Did anything break? * UAE’s Shah gas field (1.28 bcf/d capacity) remains offline after an Iranian drone strike, removing
The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (6 of 10) — Where damage broke and how it's spreading Did anyone lose optionality? * India is negotiating ship-by-ship passage through Hormuz with no blanket clearance, removing scheduling certainty for
Alaska LNG project gains momentum from global instability, aims to start shipments in 2031 Reuters Energy Department Approves Immediate Additional LNG Exports from Venture Global’s Plaquemines LNG - Press Release Shell Sees LNG Demand Growing Despite Iran War Volatility - Bloomberg Intelligence Brief 48-Hour Summary March 16, 2026 Hidden Exposure
Flagging what actually matters , what you need to know and what’s worth reading PRESSURE (5 of 10) — Where damage broke and how it's spreading Did anything break? * Hormuz traffic at a complete standstill — zero confirmed vessel transits in either direction over the past 24 hours per Bloomberg
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