The Deal Sheet: Mergers and acquisitions, October 1–8, 2026

Mergers and acquisitions markers we have tracked October 1–8, 2026 8 deals · 12 markers

Political Pressure Themes October 1–7, 2026

Political pressure is any force on the LNG market that comes from governments or state actors rather than from supply and demand. It is often the first pressure to appear moving cargoes, prices and contracts before the market itself has changed.

Japan National Energy-Security Analyst read (September 30 – October 6, 2026)

1. PHYSICAL SUPPLY CONTINUITY * Qatari supply stays out into winter · THREATENS — QatarEnergy's force majeure runs to November for long-term buyers in Asia and to December for Europe. JERA does not expect Qatari supply disruptions to end in time for winter 2026–27. Read This: Bloomberg * Some Qatari

LNG Equipment and Aftermarket Major read (September 30 – October 6, 2026)

INSTALLED BASE: RELIABILITY AND SERVICE * Fast LNG turbine failure · 8/10 REPORT — New Fortress Energy's Fast LNG unit off Altamira, Mexico, went offline after a gas-turbine issue and is expected back in service during the fourth quarter. Read This: New Fortress Energy * Freeport Train 2 compressor maintenance

What You Need to Know Oct 2 - Oct 5 2026

Posted Monday, October 5, 2026: 8:30 PM Houston · 2:30 AM London (Tuesday, October 6) · 9:30 AM Singapore (Tuesday, October 6) SUPPLY & PROJECTS * JERA sees no Qatari return this winter — Qatar's force majeure runs to November for long-term buyers in Asia and to December

What You Need to Know - LNG Equipment and Aftermarket Major read (September 28 – October 2, 2026)

FIDS & EQUIPMENT ROUNDS * LNG Canada Phase 2 sanctioned · 9/10 ALERT — The partners took the final investment decision on two liquefaction trains, an LNG storage tank, a condensate tank, a loading berth, and expanded utility and process systems at Kitimat. Read This: LNG Canada * Module fabrication goes to COOEC

What You Need to Know Oct 1 - Oct 2 2026

Updated Friday, October 2, 2026: 11:00 AM Houston · 5:00 PM London · 12:00 AM Singapore (Saturday, October 3) SUPPLY & PROJECTS * LNG Canada sources modules from China — LNG Canada says Phase 2 of its C$33 billion Kitimat expansion will use modules fabricated by China Offshore Oil Engineering

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