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March 11, 2026 : Chubb set as main U.S. insurer for Persian Gulf
Chubb set as main U.S. insurer for Persian Gulf shipping amid Iran war CNBC Shell, TotalEnergies and others declare Force Majeure to their clients who take LNG from Qatar - Reuters European gas prices rise on reports of Iranian mines in Hormuz Reuters Iran has laid about a dozen
Leverage Gainers and Losers
March 10, 2026 : LNG prices open window for gas-to-coal
Quality is key as some coal rallies amid LNG's spike on Iran war - Reuters U.S. EIA Short-Term Energy Outlook Release Date: March 10, 2026 - U.S. EIA Bulgaria secured LNG at pre-crisis prices, Minister and industry discuss market stability - CEENERGYNEWS Government assures 70% gas
Demand signal report : March 9-10 2026
March 9, 2026 : War Flips Surplus Narrative - Morgan Stanley
War Flips LNG Surplus Narrative, Morgan Stanley Says - OilPrice.com Taiwan not facing imminent power shortage: official - Taipei Times Greek Tanker Transits Hormuz Flashpoint With Its Signal Off - Bloomberg Venture Global’s CP2 LNG plant costs increase by $4 billion - Reuters Seatrium Wins Eighth FSRU Conversion
Demand Pressure March 9, 2026
GLOBAL LNG DEMAND PRESSURE Coverage Period: March 6-9, 2026
March 6, 2026 : Maritime insurance premiums surge
Maritime insurance premiums surge as Iran conflict widens - Reuters Qatar Appears to Have Loaded First LNG Cargo Since Force Majeure - Bloomberg Iran War Spurs Scramble for Energy Export Routes Out of Gulf - Bloomberg Qatar Leases Tankers as LNG Market Hits Crisis Mode - OilPrice.com GAIL says
March 5, 2026 : Uniper talks with Canada
Uniper holds LNG talks with Canada as Berlin seeks to cut US reliance, sources say - Reuters Poilievre pitches Germany on reliable LNG supply in Berlin speech - Canadian Press 'Unthinkable' levels: brokers report daily LNG carrier spot rates at US$300,000 - Riviera Bangladesh PM directs
Regime Intensification Report — March 1–5, 2026
The Engine Regime Intensification Report tracks whether a market crisis is getting worse, stabilizing, or resolving. POLITICAL_REGIME sustained above engine threshold every day since March 1, 2026. No de-escalation signal across all five days.
March 4, 2026 : QatarEnergy Force Majeure - weeks to restart
Qatar shuts gas liquefaction, will take weeks to restart, sources say - Reuters SEFE and Southern Energy sign LNG supply agreement for two million tonnes per year - Press Release Crew of Sanctioned Russian LNG Carrier Arctic Metagaz Found Alive After Fire Incident Off Malta - gCaptain Trump’s Hormuz
March 3, 2026 : Tanker Rates Double
LNG Tanker Rates Double to $200,000 in Less Than a Day on Iran - Bloomberg Petronet LNG cannot transport LNG from Qatar and has legally declared Force Majeure - Petronet Letter (link to PDF) Top 5 impacts from Qatar LNG shutdown - gasworld U.S. LNG developers sign highest