Reports
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
Reports
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
Reports
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
Reports
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
Reports
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
Reports
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
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Reports
39 markers · 4 contractors named on awards in the window
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LNG Headline Newsletter
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
* 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
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
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
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
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%.
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
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
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
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
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
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