LNG
Commentators focused on disrupted LNG flows via Hormuz, shifting trade patterns, and project decisions. Anas Alhajji said Qatari LNG shipments have picked up with carriers crossing Hormuz, but volumes remain well below pre-crisis levels and Qatar extended LNG force majeure into November, with cancellations to Pakistan and Bangladesh 12827. Bloomberg flagged Europe pulling in more LNG amid critically low storage, with prices curbing demand in China, and seasonal storage economics being upended by a shift to LNG 4292320. Market voices debated U.S. LNG’s role as Asian buyers seek supply, while geopolitics (tariffs, Arctic routes) leave some flows unchanged or rerouted 5152430. Shell-led LNG Canada’s expansion and Mozambique LNG acceleration were highlighted as supply responses 171821.
From the window to Oct 4, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
10 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Walter Bloomberg 2 mentions
- Anas Alhajji 2 mentions
- Michael Every 2 mentions
- Jeffrey Currie ++ 1 mention
- Bloomberg 1 mention
- Mike McGlone 1 mention
- Matt Warder 1 mention
- Joe Aldina 1 mention
See what your own voices say about LNG, every morning.
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