The Capital Forward LNG News Read Aug 28 - Sep 3, 2026
Where LNG capital is flowing Aug 28 – Sep 3, 2026.
Where LNG capital is flowing Aug 28 – Sep 3, 2026.
North America Weekly average load in ERCOT continues near record high — U.S. EIA Woodside Energy non-binding Memorandum of Understanding with PEMEX — Press Release
THE BIG PICTURE * The Gulf supply rupture deepened rather than eased — Asian spot LNG hit its highest since 2022 as Qatar's force majeure ran into November and the US–Iran conflict was reported stalled, pushing the window's dominant driver further the wrong way for buyers. Read
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.
North America 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 Asia-Pacific Thailand bets on rooftop solar to guard against