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

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

Global Physical Energy Trader Signals : September 20–25, 2026

* Window: September 20–25, 2026. 91 markers. Signals * Iran says it can reopen the Strait of Hormuz within seven days if Washington eases military pressure and lifts the blockade on Iranian ports — one switch sitting under the whole basin spread structure. Read This: Reuters * Shell put the 36 million tonne

September 25, 2026 Headlines

North America US natgas prices fall 3.5% on lower demand forecasts ahead — Reuters Henry Hub natural gas prices this summer were 6% lower than last summer — U.S. EIA

Demand Signal Report September 17–24, 2026

LNG Signal Report — 8-Day Window Signal is the what of the news. The event itself (capacity, contract, price, demand, flow, policy, or corporate move) changing the market. Source set: 19 markers, September 17–24, 2026. Signal distribution: Demand Signal 100%. Asian demand hollowing on price — High spot prices are

September 24, 2026 Headlines

North America BP eyes Devon Energy asset amid renewed US M&A ambitions, sources say — Reuters U.S. Weekly Natural Gas Storage Report Supplement For week ending September 23, 2026 — U.S. EIA

LNG Pressure Report 72-Hour Window (Sept 20–23)

Pressure is the why behind the news. The underlying force (political, capital, supply, demand, counterparty, or execution) actually moving the market. Source set: 56 markers, September 20–23, 2026. Pressure distribution: Political 54% · Demand 20% · Capital 16% · Execution 7% · Supply 3%.

September 23, 2026 Headlines

North America Shell, Partners Poised to Approve Doubling of LNG Canada Project — Bloomberg Hope for progress after US, Iran hold first shuttle talks in months — Reuters

Key Facts: Global Physical Energy Merchant Persona Sep 16–22 2026

Data: 100 Markers, Sep 16–22 2026 Persona: Physical energy merchant reading flow, spread, freight, optionality PRIORITY U.S. cargoes — Two US LNG cargoes diverted from Europe amid a spot selloff — one to Brazil. Read This: @SStapczynski Asian arrivals — Asian LNG arrivals hit the weakest September since 2018, freeing spot