Source: EIA This Week's Main Drivers: EIA Storage: +80 BCF vs. +75 BCF last year and +77 BCF five-year average. South Central led inventory additions. EU enters winter with storage approximately 75% full. Qatar extends Force Majeure through year-end 2026 for Edison (Italy) and Pakistan. US warns Iran strikes could resume after midterm elections. EQT acquires Range Resources in an all-stock deal valued at approximately $50 billion. Freeport LNG feedgas demand gyrates for a sec

Source: EIA This Week's Main Drivers: EIA NG Storage: +64 BCF vs. +56 BCF last year and +80 BCF for the 5-year average. The injection was larger than last year but still below the seasonal norm. China has urged its “Big 3” energy companies—CNOOC, PetroChina and Sinopec—to halt or reduce LNG resales through the winter, potentially tightening global spot LNG availability. LNG Canada reached FID on Phase 2, doubling planned capacity from 14 to 28 MTPA and reinforcing Canada’s ro

Source: Mexico Pacific LNG North America is in the midst of the largest LNG infrastructure expansion in its history. More than 20 Bcf/d of new export capacity is under construction or advancing toward final investment decisions across the United States, Canada, and Mexico. Yet the story isn't simply about new liquefaction trains. It's about execution. Projects that were once expected to arrive in 2025 and early 2026 are increasingly shifting into late 2026 and 2027 as develop