FACT SHEET: Delivering on President Trump's Promise to Unleash Prosperity and Security for the United States and Venezuela — U.S. Department of Energy
Record U.S. gas output forces prices lower for longer — @JKempEnergy via X
Thailand bets on rooftop solar to guard against LNG price shocks — Reuters
Pakistan reissued its tender seeking a shipment for September — @SStapczynski via X
THE BIG PICTURE * Renewed U.S.–Iran fighting slams the Strait of Hormuz shut again. * Asian spot LNG jumps to a five-month high. * South Asian buyers priced out; Pakistan faces fresh blackouts. * Record U.S. exports * Buyers pivot to solar, pipelines and term deals to escape spot.
Lens: risk exposure · 112 markers · August 26–September 1, 2026
Which way the news is leaning delivered LNG prices, and where the weight sits.
North America U.S. LNG exports rose 23% in the first half of 2026 because of higher capacity — U.S. EIA European winter stockpiling lifts US LNG exports in August — Reuters The Americas' oil bonanza will outlast the Iran conflict — Reuters