Reports

What You Need to Know Sept 30 - Oct 1 2026

Posted Thursday, October 1, 2026: 12:00 PM Houston · 6:00 PM London · 1:00 AM Singapore (Friday, October 2)

SUPPLY & PROJECTS

Alaska LNG announced — Trump unveiled up to $200 billion of South Korean investment in US projects, including $54 billion for the 20 mtpa Alaska LNG project. Glenfarne, the lead developer and 75% owner, says it will now finalize the investment structure and the remaining steps toward a final investment decision. Read This: Glenfarne

What You Need to Know September 29–30

Builders and Suppliers Winning Work September 28–29, 2026

39 markers · 4 contractors named on awards in the window

Bullish price-pressure markers September 24–28, 2026

Bearish price-pressure markers September 24–28, 2026

1. Kpler showed no visible QatarEnergy-linked LNG transits through the Strait of Hormuz in August, and multiple laden Ras Laffan cargoes in September. At least four laden carriers exited the strait in the week to September 25. Read These: Reuters, Bloomberg, Stapczynski via X 2. Middle East crude exports

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What You Need to Know September 29–30

Builders and Suppliers Winning Work September 28–29, 2026

Bullish price-pressure markers September 24–28, 2026

Bearish price-pressure markers September 24–28, 2026