This Week's Main Drivers: Natural gas and LNG markets navigated a mix of bullish supply disruptions and easing geopolitical risks this week. The biggest headline came from the Middle East as Iran-related negotiations moved toward a tentative agreement and shipping traffic through the Strait of Hormuz resumed normal operations after recent disruptions. The reduced geopolitical risk premium weighed on global gas prices. In the U.S., LNG demand strengthened as Golden Pass LNG co

Source: Delfin LNG The U.S. LNG industry reached another major milestone this month as Delfin LNG announced a Final Investment Decision (FID) on Delfin FLNG 1, the first floating LNG export facility ever sanctioned in the United States. Located approximately 40 miles offshore Louisiana, the project represents a new chapter in LNG infrastructure development. Instead of constructing a traditional onshore liquefaction terminal, Delfin will utilize floating LNG (FLNG) technology

Source: EIA This Week Global LNG markets remained highly geopolitical this week as traders assessed whether the Iran conflict has truly ended — and who ultimately controls regional security going forward. The reopening of the Strait of Hormuz became a central focus, with ADNOC successfully moving a second LNG tanker through the corridor, helping calm immediate supply fears while raising new questions around future pipeline and export infrastructure investments designed to byp