Role Signal Board — May 20, 2026
ORIGINATION
Inpex reached Abadi LNG offtake agreements in principle with bp, PGN, PLN, and Shell Eastern Trading. Read This: Press Release
SESA and SEFE signed eight-year LNG SPA for up to 2 mtpa starting 2027. Read This: Press Release
PORTFOLIO
Wood Mackenzie says more than 80 Mtpa LNG remains inaccessible and markets stay tight through summer 2027, even Quick Peace. Read This: Wood Mackenzie
PetroChina forecasts coal rock gas production reaching 30 bcm by 2035; China produced 4.2 bcm in 2025. Read This: Reuters
European Commission estimates Europe can cut gas consumption 15 bcm this year through energy efficiency. Read This: Reuters
PROCUREMENT
JERA asked to start Hawaii LNG import-facility regulatory proceedings after a decade of debate over the replacement concept. Read This: Energy Intelligence
Poland plans to offer Hungary US LNG via Gdansk from 2028; Hungary wants lower LNG prices and transit fees. Read This: CEENERGYNEWS
SHIPPING
Iran requires week-long IRGC vessel vetting through Hormuz; traffic fell below 60 ships versus 120–140 daily pre-war. Read This: Reuters
QatarEnergy delayed LNG carrier deliveries under charterparties, forcing owners to trade or relet newbuildings. Read This: TradeWinds
Shell Western LNG and AXPO Iberia received six-year LNG bunkering authorizations for Valencia, Sagunto, and Gandia. Read This: Press Release
GREENFIELD DEVELOPMENT
Cheniere Corpus Christi Stage 3 Train 6 produced first LNG; six of seven expansion trains are online. Read This: Reuters
Golar LNG plans fourth FLNG order within 2026 and booked long-lead items for the conversion job. Read This: TradeWinds
APA Group selected Worley for exclusive three-year gas transmission and storage engineering partnership across Australia. Read This: Press Release
CAPITAL & INVESTMENT
The Arab Energy Fund invested $120 million in MidOcean; MidOcean targets up to $2 billion equity raise. Read This: Press Release
QatarEnergy acquired 30% stakes in Uruguay OFF-2 and OFF-7 and 18% in OFF-4 from Shell subsidiary. Read This: Reuters
Golar LNG reported $106 million Q1 adjusted EBITDA and about $17 billion adjusted EBITDA backlog. Read This: Press Release
New Fortress Energy won High Court permission for creditor meetings under UK Restructuring Plan while retaining Shannon LNG. Read This: Business Post
RISK
QatarEnergy declared force majeure on some long-term LNG contracts for up to five years after Ras Laffan strikes. Read This: OilPrice.com
Energean cut 2026 production guidance and dividend after a 41-day shutdown of Israeli operations. Read This: Reuters
POLICY & REGULATION
Iran released a controlled-maritime-zone map for Hormuz and said transit requires authorization from a designated authority. Read This: Reuters
One Nation will propose replacing Australia’s PRRT with 10% wellhead royalty and Commonwealth co-investment in new developments. Read This: Sydney Morning Herald
SEFE repaid nearly €300 million to Germany, bringing total state-aid repayments since 2024 to nearly €1 billion. Read This: Press Release
LEGAL
QatarEnergy force majeure covers some long-term contracts for up to five years; full capacity restoration could take five years. Read This: OilPrice.com