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Daily LNG insights that matter. Sharp. Concise. Essential.

El Segundo, CA
Joined October 2009
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An LNG tanker was targeted in an attack, says India’s shipping minister 🇶🇦 ⚠️ LNG flows via Hormuz are near the highest level since the war began (but are still just 1/3rd of pre-war levels)
⚠️ IMPORTANT UPDATE ⚠️ On Oct 30, Marshall Islands flagged LNG carrier M/T AL MAYEDA, carrying 6 Indian seafarers, was targeted in a projectile attack in the Persian Gulf. All 6 Indian nationals, along with the entire 25-member crew, are completely safe. We are continuously monitoring the situation and remain in close contact with the ship management company to ensure the ongoing security and wellbeing of our seafarers.
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Bloomberg - A delegation from Qatar arrived in Tehran on Friday for talks with senior Iranian officials, according to Iranian state media. Qatar is a main mediator in efforts to avert fresh fighting between the US and Iran. bloomberg.com/news/articles/…?
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LNG Global retweeted
US LNG production is going nowhere but sideways. While Golden Pass and Corpus Christi LNG continue to ramp up, they are doing so at a slower rate than some might have assumed. At this rate, LNG feedgas demand could be down Y/Y in November. @ColumbiaUEnergy
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Bloomberg - ExxonMobil Holdings Corp. increased its stake in the planned Rovuma liquefied natural gas project in Mozambique following a swap with Eni SpA. ExxonMobil Holdings Corp. boosted its stake in the project to 50%, up from its previous stake of 25%, according to Chief Financial Officer Neil Hansen. bloomberg.com/news/articles/…
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Reuters - The German government on Friday pushed back against accusations from Italy that it failed to fill its gas stores ahead ​of winter in order to reduce costs for its ‌gas import companies to prepare them for privatization, calling such claims "unfounded". reuters.com/business/energy/…
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LNG shipments through Hormuz are still just 30% of pre-war levels 🚢⚠️ LNG flows remained resilient in October despite attacks on ships in the strait. LNG exports have failed to recover as quickly as oil shipments through the waterway, which are almost back to pre-war levels
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Reuters - China is set to cede its position as the world's largest liquefied natural gas importer ​to Japan this year, say analysts, as forecasts of a ‌mild winter and the energy shock from the war in the Middle East curb demand, underscoring the persistent weakness in one of the world's largest markets - reuters.com/business/energy/…
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Bloomberg - Bangladesh in Talks to Buy More American Gas, Says US Ambassador Bangladesh is poised to sign deals to buy more US liquefied natural gas as the Trump administration pushes to expand energy exports, says the American ambassador to the country. bloomberg.com/news/articles/…
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LNG Global retweeted
The Qataris are not panicking, but they see the writing on the wall. Their ability to bend the will of the LNG market is gone and to stay relevent, they're going to need to warehouse non-Qatari LNG as much as possible. Otherwise, they move from queen to pawn. @ColumbiaUEnergy
Reuters - QatarEnergy is buying long-term supplies of liquefied natural gas from the US and other ​producers as part of a trading strategy designed to generate revenue if exports through the Strait of Hormuz are disrupted in the future, CEO Saad Sherida Al-Kaabi told Reuters on Thursday. reuters.com/business/energy/…
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Thirty-seven LNG vessels left U.S. ports for the week ending October 28, up two vessels from the previous week. Nine vessels departed from Sabine Pass, eight from Plaquemines, seven from Corpus Christi, four each from Cameron and Freeport, three from Calcasieu Pass, and two from Cove Point. The LNG-carrying capacity of vessels departing U.S. ports was 142 Bcf, up 7 Bcf from the previous week.
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SEFE Securing Energy for Europe has signed a new gas supply contract with Trafigura. Under the agreement, Trafigura will supply SEFE with 30 TWh of natural gas annually over a five-year period beginning 1 November 2026, representing a total volume of 150 TWh. - sefe.eu/en/media/newsroom/pr…
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Reuters - QatarEnergy is buying long-term supplies of liquefied natural gas from the US and other ​producers as part of a trading strategy designed to generate revenue if exports through the Strait of Hormuz are disrupted in the future, CEO Saad Sherida Al-Kaabi told Reuters on Thursday. reuters.com/business/energy/…
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LNG Global retweeted
October injections have been fairly healthy given the time of year. Overall storage climbed to 75% capacity this month. It will enter November at its lowest level since 2013. It's even lower than 2021, which Russia stopped injecting into its European storage. @ColumbiaUEnergy
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LNG imports make up increasing share of Colombia’s natural gas supply. LNG imports accounted for a record 31% of Colombia’s monthly natural gas supply in July 2026 eia.gov/todayinenergy/detail…
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Press Release - Cheniere Reports Third Quarter 2026 Results, Raises Full Year 2026 Financial Guidance, and Increases Quarterly Dividend by Over 12% - lngir.cheniere.com/news-even…
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