Based on News of August 6, 2026 1 · Supply Disruption & Chokepoints Hormuz and Bab el-Mandeb traffic drops sharply on Houthi attack claims — Hormuz transits fell to 2 from 8; Bab el-Mandeb 1 from 20; Houthis claim tanker attacks. Prompt seaborne-supply and route risk intensify. ConocoPhillips says
North America US natural gas prices slide 2% to 14-week low on big storage build — Reuters PRICE SIGNAL · −2.2% to $2.629/mmBtu (14-wk low); EIA +33 Bcf storage (vs +31 poll, +13 YoY, +23 5-yr avg); total 3,117 Bcf, +6.7% vs 5-yr;
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North America Mexico's Sheinbaum weighs pilot fracking projects to boost gas production, sources say — Reuters POLICY CHANGE · Sheinbaum weighs pilot fracking in Coahuila & Tamaulipas; Pemex could start Sept 2026; Pemex gas output 4.869 Bcf/d; Eagle Ford 4.3 Bcf/d June Hedge Funds and other
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North America Coastal Bend LNG Initiates Formal Permitting and Consultation Process — Coastal Bend LNG Press Release CAPACITY PROGRESSING · FERC pre-filing initiated for Texas Gulf Coast export facility; 4 × 4.8 mtpa trains = 19.2 mtpa; Section 3 NGA filing early 2027; ConocoPhillips Optimized Cascade; KBR + Técnicas Reunidas FEED/EPC
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North America ★ US LNG exports stall in July despite higher LNG prices — Reuters OPERATIONAL DISRUPTIONS · US LNG exports 10.48 Mt July (↓ from 10.6 Mt June); Europe 4.76 Mt (~half), Asia 3.32 Mt; JKM $19.10/mmBtu, TTF $18.07/mmBtu
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General Market Update Seatrium 1H2026 Net Profit Grows 158% to S$373 Million, Marking Shift from Recovery to Value Creation - Press Release Golar LNG announces a new $600 million senior secured Revolving Credit Facility - Press Release
Based on July 29-30 2026 THE WORLD'S LARGEST LNG EXPORTER IS NOW A SPOT BUYER OF AMERICAN CARGOES QatarEnergy bought 33 US spot cargoes in 2026 versus four last year, reselling into Asia after declaring force majeure. Read This: OilPrice.com 28 of the 33 cargoes already
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General Market Update Pembina Pipeline Reports Results for the Second Quarter of 2026 - Press Release Shell plc Q2 2026 results - Press Release Shell profit more than doubles to $9.8 billion, second-highest on record, as Iran war lifts prices - Reuters Geopolitical Developments
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North America ★ Uniper and the Canadian project Ksi Lisims LNG sign landmark long-term LNG agreement — Uniper Press Release CONTRACT SECURED · SPA — Uniper to buy 2 Mtpa (~30 TWh/yr) FOB, destination-flexible, up to 20 yrs; first deliveries 2032; Ksi Lisims 12 Mtpa BC project; first major Canada–Germany
LNG Headline Newsletter
Project contracting signals in July 22–29, 2026 window. Direct Awards and Procurement Ksi Lisims feedgas package awarded — PRGT awarded Allseas the subsea pipeline installation package connecting Canadian gas supply to Ksi Lisims LNG, advancing a critical enabling-infrastructure scope toward construction. Read This: Western LNG Press Release CP2 liquefaction
July 28, 2026 LNG Headlines
July 27, 2026 LNG Headlines
July 24, 2026 LNG Headlines
July 23, 2026 LNG Headlines
July 22, 2026 LNG Headlines
July 21, 2026 LNG Headlines
CHOKEPOINT AND ROUTE FEASIBILITY 1. No LNG tankers have passed the Strait of Hormuz since July 16; the 10-day moving average of laden LNG transits fell to 0.2 cargoes per day by July 15 from roughly 0.8 in late June. Read This: Reuters 2. Thirty verified Hormuz
July 20, 2026 LNG Headlines
HORMUZ-DRIVEN PROCUREMENT SHIFTS Pakistan Spot Buying Wave — Pakistan plans up to six LNG cargoes for August and issued a July 17 tender for late-July delivery, taking July spot buying to at least four cargoes as Hormuz cuts Qatari flows. Read These: Bloomberg, OilPrice.com, Bloomberg China Diversifying from