A daily role-routed LNG signal board that shows originators, traders, procurement desks, shippers, developers, investors, risk teams, and policy readers which source-backed facts changed their decisions today.
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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
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ORIGINATION Equinor signed Eneco five-year Germany gas supply for roughly 0.2 bcm/year through 2030; February Netherlands deal adds 0.5 bcm/year. Read This: Reuters PORTFOLIO Qatar LNG lockout removed 20% of global supply; Asian spot LNG reached $17.80/MMBtu, 71% above pre-attack week. Read This: Reuters
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ORIGINATION Alaska LNG signed 30-year gas supply deal with ConocoPhillips for North Slope Phase One; now has agreements with all major producers for FID. Read This: Reuters BOTAŞ–Argent LNG signed MOU for US-origin LNG delivery into Türkiye including onward transmission into neighboring markets. Read This: Press Release Karpowership signed
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ORIGINATION Commonwealth LNG FID: $13B, 9.5 mtpa, Cameron Parish; $9.75B financing closed; offtake with EQT, Glencore, Mercuria, PETRONAS, Aramco Trading. Read This: Reuters Technip Energies received Full Notice To Proceed on Commonwealth EPC — six SnapLNG trains, contract above €1B revenue. Read This: Press Release ADNOC signed strategic agreements
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ORIGINATION Venture Global pricing unsold 2026 cargoes at $9.50-$10.50/mmBtu liquefaction fee — double last year; 3+ mtpa new SPAs since war began. Read This: Reuters Chiyoda eyeing EPC for QatarEnergy's 12.8 mtpa damaged trains; process early stage; Honeywell sole-source heat exchangers 4-5 year lead.
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ORIGINATION QatarEnergy al-Kaabi: no further Hormuz LNG exports planned; exceptions possible for customers willing to engage Iranian authorities directly. Read This: @cm_energyintel Petronas signed 20-year charter with MISC for five newbuild 174,000 cbm LNG carriers; delivery 2029-2030, Hudong-Zhonghua construction. Read This: Splash NGSA projects US LNG exports at
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ORIGINATION Venture Global signed 5-year SPAs with TotalEnergies (0.85 mtpa) and upsized Vitol to 1.7 mtpa; total post-war deals exceed 3 mtpa. Read This: Reuters Bulgargaz selected Shell for 1M MWh US-origin LNG cargo via Turkey; arrival end of May for summer supply. Read This: Reuters Santos approved
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ORIGINATION Pakistan cancelled May spot tenders after contracted Qatar cargoes arrived covering monthly needs. Read This: Bloom Pakistan Worley and Baker Hughes signed MOU to deploy NMBL modular LNG technology across EPCM/EPCI project delivery. Read This: Press Release India declined Russian sanctioned LNG; Kunpeng tanker diverted near Singapore after