Week of Oct 14–20, 2026 - The Global Energy Merchant persona is a composite, unnamed physical trading house that profits from regional, timing and freight differences rather than from price direction.
THEME 1: GULF LNG IS OUT FOR LONGER (Markers cited: 17) * Damage is measured in years * Iranian strikes destroyed two Ras Laffan cold boxes. QatarEnergy’s al-Kaabi estimated 3–5 years to full repair. Reuters * Qataris said Ras Laffan would take at least three years to return to full
Who Had a Good LNG Week: Companies, Oct 11–16, 2026
News of October 14-15, 2026
Who is paying to keep gas supply secure, how much and when from news of Oct 13–14, 2026.