What to Watch
European Regulatory Friction Ahead of the Russian Gas Ban
European Regulatory Friction Ahead of the Russian Gas Ban
Shipping First LNG Tanker Breaks Hormuz Blockade - OilPrice.com Strait of Hormuz traffic remains tightly constrained - @Kpler via X Did an ADNOC gas tanker evade the Strait of Hormuz blockade? - Reuters When will Strait of Hormuz be ‘safe’ for commercial shipping again? - Al Jazeera
Focus: April 20 - April 27 2026 Near-Term Supply Entering Market * Golden Pass LNG (USA) — Train 1 shipped its first cargo on April 22 from Texas. Trains 2 and 3 remain under construction. Read This: U.S. EIA, Reuters, OilPrice.com * Golden Pass LNG (USA) — Full project capacity is 2.
Mergers and Acquisitions Shell to buy Canada’s ARC in output-boosting USD $16.4 billion deal - Reuters Shell Bets $16.4 Billion On Canadian Gas In Major LNG Growth Push - OilPrice.com Shell to buy Canada’s ARC Resources for $16.4 billion in push to boost output
BUYERS Pakistan secured one spot cargo from TotalEnergies for April 27–30 delivery, its first spot purchase in over two years, after receiving no cargoes loaded since February 28. Read This: Bloomberg ACER warned that if Qatari production stays offline through December 2026, a 26 bcm global shortfall could lift