Director @flexlngltd🚢 PT Law Prof ⚖️ Gov Body @GastechEvent, Author “Energy for the 21st Century: Opportunities & Challenges for LNG.” 📕 #USLNG 🇺🇸
California, USA
Joined August 2011
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💰 Big oil cashes in from conflict in the Middle East. ExxonMobil $XOM, Shell, Chevron $CVX, TotalEnergies and $BP collectively earned more than $75bn in adjusted profits in the first half of the year, up 75% from what they earned in the same period of 2025, while their free cash flow has nearly doubled. 💵
How will Big Oil spend its $32bn Iran war windfall? ft.trib.al/ARHa3u9
📣 Mega gas merger! @EQTCorp is acquiring @Range_Resources “creating America's only vertically integrated natural gas producer, built to power America's AI revolution, manufacturing growth and energy future.”
Two Appalachian energy pioneers. One American natural gas champion.
EQT is acquiring Range Resources, creating America's only vertically integrated natural gas producer, built to power America's AI revolution, manufacturing growth and energy future.
Learn more ir.eqt.com/investor-relation…
Click here for important information about forward-looking statements and other disclosures. s205.q4cdn.com/630272887/fil…
⚖️ Mecuria legal case kicked off today and “the outcome has major implications for the forward freight agreement (FFA) market and long-term charters linked to the TD3C.
It is also very important for the Breakwave Tanker Shipping ETF $BWET, which buys near-dated FFAs, 90% weighted to the TD3C and is up an astounding 13,250% . 🚀
Very ‘inside baseball’ even for #shipping, but Mercuria case RE: TD3C #tankers index could have major market implications. Here is coverage of opening arguments, free to read. Gist is: you can question Mercuria’s motives, but it has some juicy evidence: tinyurl.com/5yceun7m
🇺🇸 Nice shoutout to @Cheniere and the recent event in Lake Charles @AmericasGas as well as USLNG.💪
🇺🇸@EnergyUnderSec at Cheneire, the world’s largest producer and exporter of LNG:
“Energy is not a sector of the economy, it is THE sector of the economy…Louisiana is the epicenter for LNG."
🇨🇦🇩🇪 Ksi Lisims LNG converts its HOA with Germany's SEFE into a binding
1-mtpa SPA.
🇨🇦🇩🇪 Ksi Lisims LNG has flipped its HOA with Germany's SEFE into a 1-mtpa SPA
More details at lnkd.in/p/djRkAq4Q
#LNG #ONGT #NatGas #Shale #OOTT #BritishColumbia #Canada
🚢 $BWET heads up - this is an interesting case! Mercuria is not seeking damages but “declaratory relief” that would require the Baltic to suspend the TD3C benchmark and render publications of the rate since early March invalid. 👀👀👀👀👀👀
And the lawsuits have begun. Can't wait to see the "witness list".
"Case will test the Baltic Exchange’s decision to keep publishing price estimates for shipping oil through the Strait of Hormuz during the war."
@BurggrabenH
ft.com/content/eedb7159-65df…
📣 Great chart in this @zerohedge article showing UNcontracted USLNG capacity by project. 👀 🇶🇦 🤝 🇺🇸🤝🇶🇦
Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire zerohedge.com/commodities/se…
🇶🇦 🇺🇸 QatarEnergy is in talks with Woodside Energy to buy up to 3 mpta of USLNG from Woodside’s Louisiana LNG plant under construction, three people with knowledge of the negotiations told Reuters. 👀
reuters.com/business/energy/…
📣 🇺🇸🇶🇦 Is another QatarEnergy-USLNG deal in the works? 🤔
Reuters reports QatarEnergy is in advanced talks with @Venture_Global for a long-term supply deal for at least 3 MPTA. 👀
Reuters - QatarEnergy is in advanced talks with Venture Global for a long-term supply deal to buy at least 3 million metric tons of LNG per year, three people with knowledge of the negotiations told Reuters reuters.com/business/energy/…
📣 This is the big LNG news of the day @qatarenergy signs long-term agreements to purchase 4 MTPA of USLNG from @Cheniere through 2054. 🚢
QatarEnergy signs long-term agreements to purchase 4 MTPA of U.S. LNG from Cheniere through 2054
#QatarEnergy #YourEnergyTransitionPartner #Qatar
📣 USLNG exporter @Cheniere signs deal to supply @qatarenergy with LNG as Qatar’s production remains disrupted by the Iran War and Strait of Hormuz. 🚢
Cheniere is pleased to announce long-term sale and purchase agreements (SPAs) with QatarEnergy. Cheniere will supply QatarEnergy with a total of up to 4 MTPA of LNG. Details: lngir.cheniere.com/news-even…
🇺🇸 US Port of Corpus Christi in Texas reported a 46.2% year-on-year increase in LNG volumes in the third quarter.
The US Port of Corpus Christi in Texas reported a 46.2 percent year-on-year increase in liquefied natural gas (#LNG) volumes in the third quarter. #lngprime lngprime.com/americas/port-o…
🇷🇺 The return of more Russian pipeline gas is a political non-starter for the EU. The return of more Russian pipeline gas would be a commercial disaster for USLNG exports.🇺🇸
The return of more Russian pipeline gas is a political non-starter for the EU.
The return of more Russian pipeline gas would be a commercial distaster for US LNG exports.
That's two formidable blockades are aligned.
My colleagues frame the issue. @ColumbiaUEnergy
📣 @GastechEvent Co-Chairman Paul Sullivan: Alaska LNG Has Never Been Better Positioned or More Necessary. “With renewed commitment to advancing the project, there is good reason to believe @alaskalng is better positioned today than at any point in its history, and I have witnessed its history over my 38 years in our industry.” 👏
prn.to/4shhzNP
🇫🇷 🇶🇦 France secured some LNG supplies from Qatar for winter.
France will get the equivalent of 2 TWh of LNG per month during the winter from Qatar, Macron said, as part of agreements reached in Doha. That’s about two LNG cargoes/month. 🚢
France secured some LNG supplies from Qatar for winter
🇫🇷 🤝 🇶🇦
🚢 France will get the equivalent of 2 TWh of LNG per month during the winter from Qatar, Macron said, as part of agreements reached in Doha
👉 That’s about two LNG cargoes/month
bloomberg.com/news/articles/…
📣 LNG prices rise to a 4-year high, above $30 per mBtu, but US/Canadian natgas prices remain at ~$3 per mBtu. 👀 The American heavy industry (chemical/fertilizer) is enjoying a huge feedstock cost advantage. 👀👀👀
🇪🇺 European natgas prices are currently 10x higher than the United States. This is a big arb window for USLNG exports! 🚢
🇶🇦 Qatari LNG shipment is continuing its journey through the Red Sea to a European customer. 🇪🇺
🇶🇦 Qatar LNG cargo makes rare Red Sea journey. 👀
A carrier loaded with Qatari LNG is sailing north through the Red Sea, potentially speeding up delivery to European customers with a rare transit through waters vulnerable to renewed attacks from Houthi rebels bloomberg.com/news/articles/…
🇺🇸 USLNG exports on track to jump to new all-time high of 20 BCF/d for today, up +3.3 BCF/d vs 2025 and topping previous high of 19.5 BCF/d from January 12, 2026. #Natgas
Woah. It’s only early-cycle data, but LNG export demand is on track to jump to a new all-time high of 20.0 BCF/day for today, up +3.3 BCF/d vs 2025 and easily topping to previous high of 19.5 BCF/ d from January 12, 2026. #Natgas
