U.S. Gulf Coast LNG Signal Brief — May 20, 2026

EU LNG Importer Entity Exposure — May 20, 2026

How each entity in the news of May 20, 2026 might read for the European utility procurement seat. Storage Compliance & Supply Security * SEFE — FAVORABLE. Repaid €300 million to Germany; total nearly €1 billion. Post-Russian-gas stabilization at a 200+ TWh/year supplier proceeding. (SEFE) * QatarEnergy — UNFAVORABLE. Force majeure up to

Role Signal Board — May 20, 2026

ORIGINATION Inpex reached Abadi LNG offtake agreements in principle with bp, PGN, PLN, and Shell Eastern Trading. Read This: Press Release SESA and SEFE signed eight-year LNG SPA for up to 2 mtpa starting 2027. Read This: Press Release PORTFOLIO Wood Mackenzie says more than 80 Mtpa LNG remains inaccessible

LNG Entity Watch — May 20, 2026

May 20, 2026

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EU LNG Importer Entity Exposure — May 19, 2026

Japan LNG Importer Entity Exposure — May 19, 2026

How each entity in the news of May 19, 2026 might read for the Japanese utility procurement seat. Supply Security & Portfolio Integrity * ConocoPhillips — FAVORABLE. NFE/NFS delays measured in months, not years; AXPO estimates six months to one year. (Reuters) * South Korea — FAVORABLE. Bilateral pact with Japan including LNG

Gulf Coast Exporter Entity Exposure — May 19, 2026

How each entity in the news of May 19, 2026 might read for the U.S. Gulf Coast LNG exporter's commercial position. Competitive Positioning * Woodside — FAVORABLE. Strike active at North West Shelf and Pluto; 19.2 mtpa at risk. Ichthys strike confirmed from May 27 compounds to 28.

Role Signal Board — May 19, 2026

ORIGINATION Equinor signed Eneco five-year Germany gas supply for roughly 0.2 bcm/year through 2030; February Netherlands deal adds 0.5 bcm/year. Read This: Reuters PORTFOLIO Qatar LNG lockout removed 20% of global supply; Asian spot LNG reached $17.80/MMBtu, 71% above pre-attack week. Read This: Reuters

LNG Entity Watch — May 19, 2026

May 19, 2026

Last Updated — Houston: Wednesday 10:44 CDT May 20, 2026 · London: Wednesday 16:44 BST May 20, 2026 · Singapore: Wednesday 23:44 SGT May 20, 2026 Imports & Demand Signals Middle East tensions have Asian gas buyers looking to Australia - Reuters Formentera sees Asian buyers seeking more Australian gas

EU LNG Importer Entity Exposure — May 18, 2026