1. A Cabinet-Level Infrastructure Decision * New Zealand’s Cabinet has made a definitive decision to proceed with an LNG import terminal * The decision is final and has been delegated to the Energy Minister for execution * Contracting is targeted for mid-2026, with operations expected in 2027 or early 2028 * The project
Japan's Mitsui close to stake in Qatar LNG project, sources say - Reuters Germany turns to Gulf energy as RWE signs provisional LNG deal with Adnoc - The National Record natural gas stock withdrawals during week ending January 30, 2026 - U.S. EIA Trinidad's Atlantic
EU Buyer
This analysis is based on a reading of Electricity 2026: Analysis and Forecast to 2030, the International Energy Agency’s annual outlook for global electricity systems and markets. Produced by an analytical operating system for LNG market intelligence. 1. Power demand growth is structurally back in Europe — gas demand volatility
Cheniere submits application to build massive LNG plant in Texas - Reuters Europe's Reliance on US, Russian LNG Climbs to Record Above 80% - Bloomberg Think tank touts Quebec LNG proposal as gateway to European market - National Post Russian LNG Carrier ‘Alexey Kosygin’ Makes First Delivery, Amid
Tight supply keeps global LNG market finely balanced in 2026, Eni says - Reuters Europe gas prices climb on lower wind and heightened geopolitical risk - Reuters One hurt when natural gas pipeline explodes in Cameron Parish - KPLC Commonwealth LNG Announces 20-Year LNG Sale and Gas Supply Agreements with
QatarEnergy signs 27-year LNG supply agreement with Japan's Jera - Reuters Türkiye will install two new FSRUs - CEENERGYNEWS Europe’s Russian Gas Ban Is Set to Trigger a New Wave of LNG Tanker Demand - OilPrice.com Russian Shadow Fleet LNG Carrier Diverts to Norway’s Arctic
Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030 - Reuters Greek joint venture will supply US LNG to Ukraine in March - Reuters LNG industry requires more than 650 ships by 2040 - gasworld Excelerate, India’s Invenire sign an agreement for Haldia LNG
Asia spot prices rise for third straight week on cold-weather demand - Reuters US share of Europe's LNG imports increased to 60% in January - Reuters Colombia’s Largest Pipeline Operator to Launch Global LNG Tender for New Import Terminal - Bloomberg Exxon CEO says first LNG at
Total Ends Five-Year Halt on $20 Billion Mozambique LNG Plan - Bloomberg Are Shell, Mitsubishi trying to pull out of LNG Canada? Probably not, analysts say - Financial Post Freezing Weather Forces the World’s Top LNG Exporter to Import Gas - OilPrice.com India's LNG demand set
LNG Headline Newsletter
1. US Supply Concentration Risk EU now sources 58% of LNG imports from US—4x 2021 levels. Competition chief Ribera and Energy Commissioner Jorgensen both flagged structural vulnerability, actively seeking Canadian, Qatari, and North African alternatives. 2. US Export Reliability During Weather Stress Winter Storm Heather removed 16% of US
EU eyes gas from Canada and Qatar to reduce reliance on U.S. LNG - Bloomberg Slovakia to Challenge EU Ban on Russian Pipeline, LNG Gas Imports - Reuters LNG Still Too Pricey for Indian Demand Boost, Top Importer Says - Bloomberg Shell's legal fight against Venture Global
European gas prices edge higher as US cold limits LNG supply - Reuters EU agrees on complete ban of Russian gas imports by 2027 - DW Historic natural gas freeze-offs as arctic weather drives production losses to near-record levels - Wood Mackenzie Canada to boost oil and gas exports to
Abu Dhabi's XRG raises stake in Rio Grande LNG project in Texas - The National India Bets on Cheaper LNG - OilPrice.com LNG Carrier ‘Alexey Kosygin’ Docks At Arctic LNG 2 Expanding Russia’s Shadow Fleet Capacity - gCaptain India wants Canada's resources as nations
January 18-24 2026 Scope: Global LNG — policy, supply, demand, pricing, infrastructure, contracting Method: An LLM operating with a LNG Engine + High-Agency Decision Overlay What This Report Shows This report identifies actors who imposed intent on the LNG market last week. These winners shaped flows, contracts, pricing power, or infrastructure outcomes
This briefing was generated by a large language model operating through The LNG Intelligence Engine, which structures, weights, and synthesizes data using a signal-and-pressure framework. The LLM executes the analysis and narrative construction, while The Engine enforces market discipline, materiality thresholds, and LNG-specific judgment. Source: Baker Hughes Q4 & FY
Asia spot prices rise to nine-week top on lower winter temperatures - Reuters Europe’s Gas Storage Is Draining at the Fastest Pace in Five Years - OilPrice.com First LNG cargo from Santos Barossa gas project bound from Darwin to Japan - ABC Australia Shell considers exit from Argentina&
Venture Global Rises After Arbitration Win in Case Brought by Spain's Repsol - Reuters China Reports Record-High LNG Imports from Russia - OilPrice.com China’s Surprise Jump in Russian LNG Imports Signals More Demand - Bloomberg Santos sees output boost as Darwin LNG resumes and Pikka project
Global LNG supply set to jump in 2026, limiting prices and spurring demand - Reuters Japan's TEPCO restarts nuclear reactor for the first time since Fukushima - Reuters New transmission line will help boost major LNG project in northwest B.C.: minister - CBC Glenfarne Mulls Expanding Capacity
India signs $3 billion LNG agreement with UAE, vows to double trade, as U.S. deal remains elusive - CNBC Türkiye Plans to Resume Gas Imports from Turkmenistan in 2026 - Caspian News Europe's Selective Blindness on Gas - Clingendael NOVATEK Reports Preliminary Operating Data for 2025 -
Exclusive: Shell, Mitsubishi exploring sale options for their stakes in LNG Canada, sources say - Reuters China’s LNG imports fell to a three-year low in 2025 - Reuters EU Takes More than 200 Russian LNG Cargoes in 2025, Keeping Yamal’s Tanker Fleet Afloat - gCaptain EU Spent €7.
Japan's Mitsubishi to acquire shale gas assets in U.S. for $7.5 billion - CNBC Mitsubishi to buy Texas, Louisiana shale gas assets for $7.53 billion - Reuters Asia spot prices rise as cold weather forecasts lift demand - Reuters Europe gas surges 25% on week