THIS WEEK May 1 — Knutsen LNG France leadership change Jerome Balay takes presidency. Read This: TradeWinds NEAR-TERM: May 2026 Late April / Early May — Japan-Australia PM visit PM Takaichi in Australia as Canberra weighs gas reservation scheme and export tax changes. Japanese companies lobbying hard to protect LNG resale flexibility. Read
LNG Headlines
Last Updated — May 1, 2026 : Houston: Friday 11:14 CDT · London: Friday 17:14 BST · Singapore: Saturday 00:14 SGT May 2, 2026 LEADS Wall Street Giants Circle Shell's $15 Billion LNG Canada Stake — OilPrice.com Woodside struggles to sell LNG volumes at Louisiana LNG plant, sources say
GEOPOLITICAL & SUPPLY DISRUPTION SIGNALS Hormuz traffic averaged seven ships daily. Reuters reported at least six ships crossed in 24 hours, mainly through Iranian waters, versus 125–140 daily passages before the Iran war began February 28. Read This: Reuters Trump prepared extended Iran blockade. U.S. officials cited by
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Venture Global agreement with Aktor LNG USA for Albania. U.S. ambassador to Greece signed the deal; U.S. Energy Secretary Wright confirmed widening LNG cooperation with southern and eastern Europe alongside a U.S.-backed €1.5B Krk-to-Bosnia pipeline. Read This: Reuters EDF delayed Edison
LNG Headlines
Earnings Woodside Energy First Quarter 2026 Report - Press Release TotalEnergies Q1 profit buoyed by LNG production - gasworld Technip Energies trims 2026 outlook as Hormuz disruption delays revenue - Reuters TotalEnergies First Quarter 2026 Results - Press Release TotalEnergies Q1 FY2026 earnings call transcript - Yahoo Finance Government
LNG Headlines
Earnings BP First quarter 2026 results - Press Release BP profits more than double, beating expectations as Iran war boosts oil prices - CNBC Energy crunch pays off for BP with doubled Q1 2026 profits - Reuters BP ‘still growing’ its LNG portfolio, new deputy CEO Carol Howle says -
Focus: April 20 - April 27 2026 Near-Term Supply Entering Market * Golden Pass LNG (USA) — Train 1 shipped its first cargo on April 22 from Texas. Trains 2 and 3 remain under construction. Read This: U.S. EIA, Reuters, OilPrice.com * Golden Pass LNG (USA) — Full project capacity is 2.
LNG Headlines
Mergers and Acquisitions Shell to buy Canada’s ARC in output-boosting USD $16.4 billion deal - Reuters Shell Bets $16.4 Billion On Canadian Gas In Major LNG Growth Push - OilPrice.com Shell to buy Canada’s ARC Resources for $16.4 billion in push to boost output
BUYERS Pakistan secured one spot cargo from TotalEnergies for April 27–30 delivery, its first spot purchase in over two years, after receiving no cargoes loaded since February 28. Read This: Bloomberg ACER warned that if Qatari production stays offline through December 2026, a 26 bcm global shortfall could lift
LNG Headline Newsletter
Exports U.S. Natural Gas Imports and Exports Monthly February 2026 - U.S. Department of Energy U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf - The Wall Street Journal (Subscription) America’s bid for energy supremacy is being forged in war - Financial
Exports Golden Pass says first LNG export cargo has departed from Sabine Pass terminal - Reuters Russia's LNG Exports Sink Except at Far East Sakhalin-2 - Energy Intelligence (Subscription) US natgas futures at two-week high on cooler weather view, near-record LNG flows - Reuters First Golden Pass Cargo
LNG BUYERS (UTILITIES / NOCs) SECURITY OF SUPPLY RISK Pakistan has 5,500 MW of LNG-fired generation idle and has received no cargoes loaded after February 28. Read This: Arab News PROCUREMENT TIMING PRESSURE Bangladesh's RPGCL launched a fresh three-cargo spot tender amid ongoing Middle East supply disruptions. Read
GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April
Exports Golden Pass Ships First LNG Cargo From Texas Export Terminal - OilPrice.com Senate committee revises governor’s property tax bill for Alaska LNG project, proposing significantly more state revenue - Anchorage Daily News Energy secretary says Alaska LNG is his No. 1 infrastructure priority - Alaska Public Media
Exports Trump invokes emergency powers to bolster U.S. natural gas, LNG capacity - KTUU Trump Invokes Wartime Powers to Fund New Energy Projects - Bloomberg Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Natural Gas Transmission, Processing, Storage, and Liquefied Natural
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import
Structural & Forward-Looking Demand Shifts & Procurement The Iran conflict is cutting the long-term role of LNG in Asia — IEEFA How China Became Asia's Energy Middleman — The National Interest Demand for Colombia LNG Shipments Set to Surge Ahead of El Niño — Bloomberg