What You Need to Know Sept 30 - Oct 1 2026

Posted Thursday, October 1, 2026: 8:30 PM Houston · 2:30 AM London (Friday, October 2) · 9:30 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
• Alaska LNG's cost — Glenfarne estimates Alaska LNG at $44.5–54.5 billion, about $2.2–2.7 billion per mtpa of capacity. US projects approved since Russia's invasion of Ukraine averaged about $1 billion per mtpa or less. Read This: Reuters