What You Need to Know Since the Last Newsletter Nov 11–12, 2026

SUPPLY & PROJECTS

• Canada’s LNG gap — Canada’s planned LNG facilities total just over 50 mtpa against Ottawa’s 100 mtpa goal, with permitting and pipeline costs as the constraint, S&P Global says. Read This: CBC
• Browse financing squeeze — Lending exclusions at major Australian banks could leave Woodside’s $30 billion Browse project short of backers, though an analyst points to Japanese and ADNOC funding. Read This: ABC Australia