Reports
Chokepoint & Security Risk 1. Hormuz traffic one-week low — Shipping through the Strait of Hormuz fell to a one-week low on August 12 as renewed Iran-US hostilities deterred transits through the chokepoint. Read This: Reuters 2. Iran hardens military stance — Iran adopted a more aggressive military posture
LNG Headlines
North America ★ United States on track for record natural gas production in 2026 — U.S. EIA DEMAND SIGNAL · U.S. marketed gas production is forecast to average a record 122.5 Bcf/d in 2026, topping 2025's 118.5 Bcf/d. US to offer 81 million acres in
HORMUZ IS BEING PRICED AS A PERMANENT CONSTRAINT * Strait of Hormuz traffic fell to six vessels on August 11 versus a 10-day average near 11. Read This: Reuters * Kpler logged Hormuz crossings sliding from 15 to 11 to six across August 7–9, a 32 three-day total. Read
LNG Headlines
North America Short-Term Energy Outlook August 2026 — U.S. EIA PRICE SIGNAL · Henry Hub 3Q26 forecast cut 50 cents to $2.87/MMBtu; storage seen at a record 3,985 Bcf by end-October. Venture Global misses quarterly estimates as lower LNG prices, higher costs weigh — Reuters CAPACITY ONLINE
LNG Headlines
North America US natgas prices climb 4% as LNG export flows hit one-month high — Reuters PRICE SIGNAL · Sep Nymex +3.6% to $2.757/mmBtu (highest since Aug-3); LNG feedgas 17.9 bcfd Mon, 1-mo high; Aug feedgas 17.2 bcfd; Lower-48 output 111.2 bcfd
LNG Headlines
North America U.S. natural gas futures prices have slipped well below $3 per million British thermal units — @JKempEnergy via X PRICE SIGNAL · Front-month July avg $2.94/mmBtu; coal-to-gas switch threshold ~$3.30/mmBtu; 18th percentile of inflation-adjusted months since 2010 Asia-Pacific Inpex raises
Based on News of August 6, 2026 1 · Supply Disruption & Chokepoints Hormuz and Bab el-Mandeb traffic drops sharply on Houthi attack claims — Hormuz transits fell to 2 from 8; Bab el-Mandeb 1 from 20; Houthis claim tanker attacks. Prompt seaborne-supply and route risk intensify. ConocoPhillips says
North America US natural gas prices slide 2% to 14-week low on big storage build — Reuters PRICE SIGNAL · −2.2% to $2.629/mmBtu (14-wk low); EIA +33 Bcf storage (vs +31 poll, +13 YoY, +23 5-yr avg); total 3,117 Bcf, +6.7% vs 5-yr;
LNG Headlines
North America Mexico's Sheinbaum weighs pilot fracking projects to boost gas production, sources say — Reuters POLICY CHANGE · Sheinbaum weighs pilot fracking in Coahuila & Tamaulipas; Pemex could start Sept 2026; Pemex gas output 4.869 Bcf/d; Eagle Ford 4.3 Bcf/d June Hedge Funds and other
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North America Coastal Bend LNG Initiates Formal Permitting and Consultation Process — Coastal Bend LNG Press Release CAPACITY PROGRESSING · FERC pre-filing initiated for Texas Gulf Coast export facility; 4 × 4.8 mtpa trains = 19.2 mtpa; Section 3 NGA filing early 2027; ConocoPhillips Optimized Cascade; KBR + Técnicas Reunidas FEED/EPC
LNG Headlines
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
LNG Headlines
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