What to Watch
European Regulatory Friction Ahead of the Russian Gas Ban
European Regulatory Friction Ahead of the Russian Gas Ban
Venture Global Announces Final Investment Decision and Financial Close for Phase 2 of CP2 LNG - Press Release China receives eighth LNG cargo from Russia's sanctioned Arctic LNG 2 this year - Reuters FERC Approves Construction of Rio Grande LNG Trains 4 and 5 - Pipeline & Gas
US eyes Hormuz escorts by April as Trump downplays oil spike - Bloomberg EIG’s MidOcean Energy to Acquire Additional Gorgon LNG Interest from JERA; Parties Explore Strategic Alliance - MidOcean Energy US may loosen Jones Act shipping rules to combat fuel price spike - Reuters "Oil and Gas
Bottom line The clearest quiet beneficiaries were holders of prompt, uncommitted LNG outside the disrupted Qatar/Hormuz chain. This market did not reward scale in the abstract. It rewarded deliverability, flexibility, and non-Gulf optionality after the system lost all three.