LNG Headlines
North America Hope for progress after US, Iran hold first shuttle talks in months — Reuters US natgas prices hit 11-week high on cooler weather, lower output — Reuters
Reports
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
LNG Headlines
North America Ottawa fast-tracks $3.5-billion FortisBC LNG expansion on B.C. coast — Financial Post Abu Dhabi's XRG explores LNG Canada stake as partners weigh expansion — Bloomberg
Reports
Where money was committed, contracted, or announced in recent news. COMMITTED (5) Baker Hughes — no contract value disclosed for equipment and engineering, USA; Venture Global placed a binding award for 13 gas-turbine compression systems for the Cloud Connector feedgas pipeline (feeds the Plaquemines LNG system) and eight liquefaction modules
LNG Headlines
North America Tilbury LNG facility in Delta, B.C., gets greenlight for expansion — CBC Appalachian Natural Gas Prices Hit 2-Year Lows as Cove Point Outage Begins — Natural Gas Intelligence (Subscription) Canada sees scope for France LNG partnership, minister says — Reuters
Reports
HORMUZ TRAFFIC FELL BELOW A THIRD OF AVERAGE, THEN LNG VESSELS RETURNED, AS PANAMA SLOT FEES TOPPED $5 MILLION * Hormuz transits fell to three ships on Sept 16, from 12 a day earlier against a ~17 ten-day average. Read This: Reuters * Four vessels transited Hormuz on Sept 18 as
LNG Headlines
Europe EDF considers preferred equity to lure buyers to Edison stake, sources say — Reuters LNG Tanker With US Cargo Reported to Be Victim of Cyberattack — Bloomberg
Reports
Builders & suppliers winning work EPC, PMC, engineering and technology mandates. * Samsung E&A — Unveiled its LNG Module Package at Gastech 2026 a pre-engineered modular liquefaction system on Honeywell's AP-SMR process it says can cut total project duration by ~20% — a full-scale market entry
LNG Headlines
North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 16, 2026 — U.S. EIA Shell-led LNG Canada could approve Phase 2 expansion by early October, sources say — Reuters
LNG Headline Newsletter
North America National Fuel Gas explores options for $5 billion natural gas production business, sources say — Reuters Ksi Lisims lands third LNG supply deal, but a much bigger test lies ahead — Financial Post Video: US can meet Asia’s growing LNG needs by 2030, FERC chair says — CNA
FRONT 1 — GEOPOLITICS & SUPPLY SECURITY HORMUZ SHUT. NO DIPLOMATIC OFF-RAMP
North America Corpus Christi LNG expansion makes facility the second-largest in the United States — U.S. EIA LNG Buyers Look to US to Hedge Future Risk of Hormuz Disruption — Bloomberg Trafigura needs more LNG from United States, CEO says — Reuters
Pressure is the why behind the news. The underlying force (political, capital, supply, demand, counterparty, or execution) actually moving the market. Source set: 36 markers, September 11–14, 2026. Pressure distribution: Political 44% · Demand 25% · Capital 17% · Execution 8% · Supply 6%. Political Pressure — 16 markers (44%) Middle East drives the
North America Trump’s vision of Alaska as LNG superpower confronts an $80bn test — Financial Times (Subscription) ExxonMobil executive sees US accounting for 30% of global LNG market by 2030 — Reuters
LNG signals in recent news that may threaten Europe's gas security. Source set: 35 markers covering 28 developments — September 11, 2026. Europe gas price spikes to a multi-year high heading into winter - European benchmark gas futures are set to rise about 12% in the week of September
Buyers & importers Europe — squeezed. Benchmark TTF pushed above €80/MWh for the first time since early 2023 and headed for its biggest weekly gain since July (fifth straight weekly rise), with storage at a record low for the date. Read These: Bloomberg, @JKempEnergy via X Netherlands — easing its own
North America New Fortress Energy Inc. Successfully Completes Restructuring and Recapitalization Transaction & Capital Raise Participation — Press Release Canadian FLNG development eyes early 2028 FID — Upstream Online (Subscription)
Trajectory scorecard * Flow — SAME · Commodity transits stuck single-digit Sep 4 (4) to Sep 9 (7); 10-day average itself falling (~15 → 14); LNG exits near zero throughout, one visible Qatari exit Sep 7 not sustained. * Security — WORSE · US–Iran tanker-war strikes Sep 6; Iran attack on 10 ships
North America U.S. Weekly Natural Gas Storage Report Supplement For week ending September 9, 2026 — U.S. EIA Black Bayou Energy Hub Announces $1.6 Billion Louisiana Expansion Along Growing LNG Corridor — Press Release Argent LNG and CB&I MOU three storage tanks at proposed LNG export terminal
North America Cheniere's Corpus Christi Trains 8 and 9 project more than 50 percent complete — LNG Prime (Subscription) Enbridge names industry veteran Michele Harradence as successor to retiring CEO Ebel — Reuters Europe EU's Russian energy exit faltering, auditors say — Reuters
COMMITTED Shell — ~US$13.9 billion equity value (US$16.5 billion enterprise value) for its completed acquisition of Canada's ARC Resources, effective September 2, 2026; the deal adds ~370 kboe/d of gas and liquids that Shell says complements its LNG footprint, i.e. feeds integrated LNG-