Reports
THE LNG SITUATION BOARD August 28, 2026
Window of Aug 21–28, 2026 PANEL 1 — THE POSITION BOOK (what moved, and which way) Qatar — export capability · WEAKENED
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LNG Headlines
August 28, 2026 Headlines
North America US natgas slips on profit taking, but heads for third straight weekly gain — Reuters Live Oak launches FEED for Live Oak e-NG production facility in the U.S. — Hydrocarbon Processing
Reports
LNG Position Book - August 27, 2026
Edition: Aug 27, 12 markers · Backstory: Aug 16–26, 186 markers · A thin day A quieter day. Europe weakened a fourth straight edition on a €100 winter warning, the Hormuz reopening thesis re-emerged on fresh talks, and two buyers moved to reduce their LNG exposure. Europe — winter supply security
LNG Headlines
August 27, 2026 Headlines
North America Enbridge and KKR Announce New Joint Venture to Support Investment in the Westcoast Pipeline System in BC — Press Release Enbridge, KKR form $1.95 billion JV to fund Westcoast gas pipeline expansions — Reuters
Legal Signals August 26, 2026
View of developments most relevant to contract terms, risk allocation, enforceability, project documentation, legal precedent and more. August 20-26, 2026. A 20% Australian domestic-reservation rule will govern eastern LNG exporters - New regulations will compel eastern Australian LNG shippers to divert the equivalent of up to 20% of export
Reports
LNG Position Book - August 26, 2026
Edition: Aug 26, 22 markers · Backstory: Aug 16–25, 164 markers The day was defined by Qatar's export collapse being quantified and by the Hormuz reopening thesis failing to hold. Europe weakened a third straight edition, and Corpus Christi returned to full output. Qatar — export capability · WEAKENED (confirmed
LNG Headlines
August 26, 2026 Headlines
Reports
Top LNG Signals Aug 24–25 2026
Chokepoint & Supply Disruption Hormuz Transits Near Standstill — Reuters data show 13 commodity vessels crossed the Strait of Hormuz on August 22 and just four on August 23, with weekly AIS-detected transits roughly 90% below pre-conflict baselines. Read This: Reuters Qatari Supply Down Over 60% — U.S. firms
LNG Position Book - August 25, 2026
Edition: Aug 25, 29 markers · Backstory: Aug 16–24, 135 markers European LNG prices reached a multi-year high, weakening Europe's winter-supply position a second straight edition, and the first diplomatic movement appeared at Hormuz. The US build-out advanced the same day: Louisiana LNG cleared FID
LNG Headlines
August 25, 2026 Headlines
North America Gunvor in talks to buy Haynesville shale assets for over $1 billion, sources say — Reuters US natgas prices hit one-week low on softer demand forecasts, lower LNG flows — Reuters DC Circuit upholds FERC approval of Louisiana LNG terminal — E&E News Hanwha Establishes Global LNG Business
Reports
LNG Position Book - August 24, 2026
Edition: Aug 24, 31 markers · Backstory: Aug 16–23, 106 markers Hormuz stayed shut with weekend traffic in the single digits, and Europe's winter-supply position weakened on several fronts. The capital and contracting lanes advanced the same day — a Shell FID in Egypt, $15bn of financing arranged
Reports