The Deal Sheet: Mergers and acquisitions, October 1–8, 2026
Mergers and acquisitions markers we have tracked October 1–8, 2026
8 deals · 12 markers
Mergers and acquisitions markers we have tracked October 1–8, 2026
8 deals · 12 markers
Political pressure is any force on the LNG market that comes from governments or state actors rather than from supply and demand. It is often the first pressure to appear moving cargoes, prices and contracts before the market itself has changed.
1. PHYSICAL SUPPLY CONTINUITY * Qatari supply stays out into winter · THREATENS — QatarEnergy's force majeure runs to November for long-term buyers in Asia and to December for Europe. JERA does not expect Qatari supply disruptions to end in time for winter 2026–27. Read This: Bloomberg * Some Qatari
INSTALLED BASE: RELIABILITY AND SERVICE * Fast LNG turbine failure · 8/10 REPORT — New Fortress Energy's Fast LNG unit off Altamira, Mexico, went offline after a gas-turbine issue and is expected back in service during the fourth quarter. Read This: New Fortress Energy * Freeport Train 2 compressor maintenance
Posted Monday, October 5, 2026: 8:30 PM Houston · 2:30 AM London (Tuesday, October 6) · 9:30 AM Singapore (Tuesday, October 6) SUPPLY & PROJECTS * JERA sees no Qatari return this winter — Qatar's force majeure runs to November for long-term buyers in Asia and to December