1. US Supply Concentration Risk EU now sources 58% of LNG imports from US—4x 2021 levels. Competition chief Ribera and Energy Commissioner Jorgensen both flagged structural vulnerability, actively seeking Canadian, Qatari, and North African alternatives. 2. US Export Reliability During Weather Stress Winter Storm Heather removed 16% of US
EU eyes gas from Canada and Qatar to reduce reliance on U.S. LNG - Bloomberg Slovakia to Challenge EU Ban on Russian Pipeline, LNG Gas Imports - Reuters LNG Still Too Pricey for Indian Demand Boost, Top Importer Says - Bloomberg Shell's legal fight against Venture Global
European gas prices edge higher as US cold limits LNG supply - Reuters EU agrees on complete ban of Russian gas imports by 2027 - DW Historic natural gas freeze-offs as arctic weather drives production losses to near-record levels - Wood Mackenzie Canada to boost oil and gas exports to
Abu Dhabi's XRG raises stake in Rio Grande LNG project in Texas - The National India Bets on Cheaper LNG - OilPrice.com LNG Carrier ‘Alexey Kosygin’ Docks At Arctic LNG 2 Expanding Russia’s Shadow Fleet Capacity - gCaptain India wants Canada's resources as nations
January 18-24 2026 Scope: Global LNG — policy, supply, demand, pricing, infrastructure, contracting Method: An LLM operating with a LNG Engine + High-Agency Decision Overlay What This Report Shows This report identifies actors who imposed intent on the LNG market last week. These winners shaped flows, contracts, pricing power, or infrastructure outcomes
Earnings
This briefing was generated by a large language model operating through The LNG Intelligence Engine, which structures, weights, and synthesizes data using a signal-and-pressure framework. The LLM executes the analysis and narrative construction, while The Engine enforces market discipline, materiality thresholds, and LNG-specific judgment. Source: Baker Hughes Q4 & FY
Newsletter
Asia spot prices rise to nine-week top on lower winter temperatures - Reuters Europe’s Gas Storage Is Draining at the Fastest Pace in Five Years - OilPrice.com First LNG cargo from Santos Barossa gas project bound from Darwin to Japan - ABC Australia Shell considers exit from Argentina&
Venture Global Rises After Arbitration Win in Case Brought by Spain's Repsol - Reuters China Reports Record-High LNG Imports from Russia - OilPrice.com China’s Surprise Jump in Russian LNG Imports Signals More Demand - Bloomberg Santos sees output boost as Darwin LNG resumes and Pikka project
Global LNG supply set to jump in 2026, limiting prices and spurring demand - Reuters Japan's TEPCO restarts nuclear reactor for the first time since Fukushima - Reuters New transmission line will help boost major LNG project in northwest B.C.: minister - CBC Glenfarne Mulls Expanding Capacity
LNG Headline Newsletter
India signs $3 billion LNG agreement with UAE, vows to double trade, as U.S. deal remains elusive - CNBC Türkiye Plans to Resume Gas Imports from Turkmenistan in 2026 - Caspian News Europe's Selective Blindness on Gas - Clingendael NOVATEK Reports Preliminary Operating Data for 2025 -
Exclusive: Shell, Mitsubishi exploring sale options for their stakes in LNG Canada, sources say - Reuters China’s LNG imports fell to a three-year low in 2025 - Reuters EU Takes More than 200 Russian LNG Cargoes in 2025, Keeping Yamal’s Tanker Fleet Afloat - gCaptain EU Spent €7.
Japan's Mitsubishi to acquire shale gas assets in U.S. for $7.5 billion - CNBC Mitsubishi to buy Texas, Louisiana shale gas assets for $7.53 billion - Reuters Asia spot prices rise as cold weather forecasts lift demand - Reuters Europe gas surges 25% on week
Aramco-Backed MidOcean Is in Talks to Join Argentina LNG Project - Bloomberg Texas LNG Clears Final Commercial Hurdle as RWE SPA Targets FID Path for Early 2026 - LNG Global Saudi Aramco Signs Long-Term LNG Supply Agreement in Louisiana - OilPrice.com Woodside Sale and Purchase Agreement to supply LNG
Who * Texas LNG Brownsville LLC, a subsidiary of Glenfarne Group, LLC * RWE Supply & Trading, part of RWE * Key executives: * Vlad Bluzer, Partner at Glenfarne Group and Co-President of Texas LNG * Jacob Meins, Chief Commercial Officer Origination at RWE Supply & Trading What * A binding 20-year Sales and Purchase Agreement
U.S. EIA expects Henry Hub natural gas spot prices to fall slightly in 2026 before rising in 2027 - U.S. EIA Natural gas and LNG: Top 5 market drivers for 2026 - Kpler Carlyle Group Considers Equity in Ben Dell's Commonwealth LNG - Bloomberg CB&
15-year LNG offtake gig comes Engie’s way Offshore Energy - Offshore Energy Engie signs 15-year LNG deal to supply Thai power plants - Reuters Cheniere targets 10 bcf/d LNG throughput by end-2026 - Investors Hub U.S. EIA Short-Term Energy Outlook Release Date: January 13, 2026 Forecast Completed:
Please see LNG Headline Daily Newsletter Changes if you did not see it last week. LNG firm Venture Global lowers 2025 core profit forecast on lower prices - Reuters Delfin Midstream Extends Letter of Award with Samsung Heavy Industries and Executes Purchase Order with Siemens Energy - GlobeNewswire China’s
Asia spot prices slip on tepid demand - Reuters India's BPCL issues tender for LNG term contract - S&P Global US Developer Glenfarne Launches Financing for Texas LNG Project - Bloomberg U.S. Natural Gas Weekly Update for week ending January 7, 2026 - U.S.
Norway's oil and gas regulator says output will fall towards 2030 - Reuters Sumitomo’s energy arm may set up LNG trading desk in Singapore - Bloomberg The UAE’s $150 Billion Gas Bet Could Upend Global LNG Markets - OilPrice.com Glenfarne and Donlin Gold Sign Letter
Fluxys LNG - Regasification slots available on sale for Q2 2026 - Press Release Petrovietnam Gas awards first-ever LNG term contract to Shell - Reuters South Korean Shipbuilders Target LNG Carriers Amid Global Order Decline - The Chosun Daily Japan regulator says it may start Chubu Electric nuclear review from
Outlook 2026: The Americas forging the future of global LNG supply - Petroleum Economist Trump says the U.S. government may reimburse oil companies for rebuilding Venezuela's infrastructure - NBC News From Oil to LNG, Too Much Supply Is Still the Problem in 2026 - OilPrice.com The