Latest
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
Who Gained Leverage in the last 72 hours?
March 2, 2026 : Qatar Halts LNG output
Qatar’s state-owned energy company halts LNG production after Iran drone attacks - CNBC Gas prices surge as Qatar shuts world's largest LNG export plant - Bloomberg Venture Global Announces LNG Purchase Agreement with Trafigura - Press Release European gas prices jump by as much as 45% as