LNG Daily Dose

Reuters sources expect Qatar's new train ready for operation in November, with first LNG production in early 2027. Also: Qatari carriers in the Gulf, Norway's Hammerfest upgrade, Golar's conversion vessel and Shell's preliminary LNG outlook. CHAPTERS 00:00 Top story 00:20 Rundown 00:35 Market dashboard 00:45 Readiness before first LNG 02:16 Empty tankers wait as Hormuz risk rises 03:33 Hammerfest upgrade costs climb again 05:07 Golar buys a carrier for FLNG number four 06:21 Shell LNG outlook 07:21 Quick hits 07:44 What to watch 08:25 Sign-off SOURCES • BOE Report: https://boereport.com/2026/10/07/qatarenergys-lng-expansion-project-poised-to-start-operations-in-november-sources-say/ • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117402-qatar-s-first-north-field-east-lng-train-ready-to-start-up-in-november • gCaptain: https://gcaptain.com/qatar-brings-empty-lng-ships-into-gulf-in-potential-export-boost/ • Rigzone: https://www.rigzone.com/news/wire/qatar_brings_empty_lng_ships_into_gulf-07-oct-2026-184793-article/?rss=true • BOE Report: https://boereport.com/2026/10/07/europes-lng-demand-growing-fleet-size-to-pressure-shipping-rates-in-winter/ • Riviera Maritime Media: https://www.rivieramm.com/news-content-hub/latest-equinor-estimates-add-us1bn-to-proposed-cost-of-snohvit-future-lng-project-90209 • Natural Gas Intelligence: https://naturalgasintel.com/news/norways-hammerfest-lng-project-still-on-track-after-unforeseen-issues-inflate-costs/ • LNG Prime: https://lngprime.com/europe/equinor-says-hammerfest-lng-upgrade-costs-climb-further/198023/ • GlobeNewswire: https://rss.globenewswire.com/news-release/2026/10/07/3376548/0/en/golar-lng-acquires-conversion-vessel-for-4th-flng.html • Splash247: https://splash247.com/golar-picks-nyk-carrier-for-fourth-flng-conversion/ • LNG Prime: https://lngprime.com/asia/golar-buys-conversion-vessel-for-fourth-flng/198042/ • TradeWinds: https://www.tradewindsnews.com/gas/golar-names-lng-carrier-bought-for-its-fourth-flng-conversion/2-1-2055260 • Upstream: https://www.upstreamonline.com/rigs-and-vessels/golar-buys-carrier-to-convert-into-fourth-flng-vessel/2-1-2055301 • TradeWinds: https://www.tradewindsnews.com/gas/sector-surprises-as-owners-book-73-lng-newbuildings-in-first-nine-months-of-2026/2-1-2054472 • LNG Prime: https://lngprime.com/americas/cove-point-lng-to-resume-operations-after-maintenance/198030/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/TTF%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/JKM%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ%3DF/ • Equinor: https://www.equinor.com/news/20261007-updated-cost-estimate-snohvit-future • Shell: https://shell.gcs-web.com/news-releases/news-release-details/shell-third-quarter-2026-update-note FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/VW9vggMqJZE

Riviera Maritime Media reports the LNG carrier Maran Gas Mystras was struck by an unidentified projectile on October 5 while leaving the Strait of Hormuz, with an engine-room fire but no reported casualties. Also today: a new Busan ship manager takes on four ice-class carriers whose ownership now links to Novatek, MISC names its first new QatarEnergy charter, and a developer warns that rising US gas prices could erode American LNG's cost advantage. CHAPTERS 00:00 Top story 00:20 Rundown 00:32 Market dashboard 00:46 LNG carrier reported hit at Hormuz exit 02:46 New Busan manager takes on ice-class carriers 04:32 First of three Qatari charters named in Korea 05:36 Developer warns on rising US gas prices 06:57 Quick hits 07:36 What to watch 08:00 Sign-off SOURCES • Riviera Maritime Media: News Content Hub — https://www.rivieramm.com/news-content-hub/angelicoussis-owned-lng-carrier-reportedly-among-vessels-hit-in-hormuz-transit-90201 • TradeWinds: Maran Gas LNG carrier hit near — https://www.tradewindsnews.com/casualties/maran-gas-lng-carrier-hit-near-strait-of-hormuz-as-iran-piles-up-attacks/2-1-2054100 • gCaptain: South Korean Operator Emerges — https://gcaptain.com/south-korean-operator-emerges-as-new-force-in-arctic-lng-shipping/ • MISC: Thailib naming and entry — https://www.miscgroup.com/media/media-releases/thailib-marks-new-chapter-in-miscs-lng-partnership-with-qatarenergy • LNG Prime: MISC names QatarEnergy LNG — https://lngprime.com/asia/misc-names-qatarenergy-lng-carrier/197970/ • Offshore Energy: MISC and QatarEnergy name — https://offshore-energy.biz/2026/10/06/misc-and-qatarenergy-name-first-of-three-new-lng-vessels-for-greener-seas-era • Offshore Engineer Magazine: MISC Names First of Three LNG — https://www.oedigital.com/news/543491-misc-names-first-of-three-lng-carriers-for-qatarenergy • BOE Report: High gas prices could make US — https://boereport.com/2026/10/06/high-gas-prices-could-make-us-lng-uncompetitive-says-fulcrum-lng-chief/ • Lloyds Register: GasEntec FSRU concept AiP — https://www.lr.org/en/knowledge/press-room/press-listing/press-release/2026/lr-awards-approval-in-principle-to-gasentec-for-one-of-the-industrys-highest-capacity-fsru-concepts/ • Offshore Energy: GasEntec’s billion-cubic-feet — https://offshore-energy.biz/2026/10/06/gasentecs-billion-cubic-feet-fsru-concept-earns-go-ahead-from-lloyds-register • LNG Prime: GasEntec secures LR approval — https://lngprime.com/asia/gasentec-secures-lr-approval-for-fsru/197983/ • LNG Journal: GasEntec gets Approval — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117375-gasentec-gets-approval-in-principle-for-multi-mode-fsru-concept • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG%3DF/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/TTF%3DF/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/JKM%3DF/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ%3DF/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/oYGAPasRbFY

Hormuz LNG flows remain more than 75% below pre-war levels. CHAPTERS 00:00 Top story 00:20 Rundown 00:40 Hormuz LNG exits extend a shallow rebound 02:11 Seoul and Washington differ on Alaska LNG 03:56 ADNOC signs multi-year LNG deal with Thailand 05:16 Baker Hughes signs Venezuela gas framework 06:40 Quick hits 07:45 What to watch 08:14 Sign-off SOURCES • gCaptain: https://gcaptain.com/lng-trade-through-hormuz-extends-rebound-despite-shipping-risks/ • TradeWinds: https://www.tradewindsnews.com/gas/lng-carriers-score-highest-hormuz-transits-in-september-since-war-start/2-1-2053619 • Businesskorea: https://www.businesskorea.co.kr/news/articleView.html?idxno=278302 • Businesskorea: https://www.businesskorea.co.kr/news/articleView.html?idxno=278267 • Seoul Economic Daily: https://en.sedaily.com/international/2026/10/06/vance-says-us-and-korea-still-have-details-to-work-out-on • Seoul Economic Daily: https://en.sedaily.com/international/2026/10/06/alaska-lng-cost-fight-double-the-investment-65-percent • energynews.pro: https://energynews.pro/en/glenfarne-defends-alaska-lngs-competitiveness-amid-criticism-over-its-financing • ADNOC: https://adnoc.ae/en/news-and-media/press-releases/2026/adnoc-signs-agreement-with-gulf-group-to-supply-up-to-2-million-tonnes-of-lng-to-thailand • Offshore Engineer Magazine: https://www.oedigital.com/news/543451-adnoc-signs-multi-year-lng-supply-deal-with-thailand-s-gulf-group • LNG Prime: https://lngprime.com/asia/adnoc-gulf-seal-lng-supply-deal/197946/ • Upstream: https://www.upstreamonline.com/lng/adnoc-signs-gas-deal-with-leading-thai-player-in-push-to-expand-asian-footprint/2-1-2054013 • Baker Hughes via GlobeNewswire: https://www.globenewswire.com/news-release/2026/10/05/3374402/0/en/baker-hughes-signs-two-agreements-to-develop-venezuela-s-natural-gas-and-energy-infrastructure.html • Offshore Energy: https://offshore-energy.biz/2026/10/05/baker-hughes-helping-chart-a-course-for-lng-and-monetize-venezuelas-gas-reserves • Upstream: https://www.upstreamonline.com/production/baker-hughes-signs-deals-to-develop-venezuela-s-energy-infrastructure/2-1-2053868 • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Freeport-LNG-Ramps-Up-Gas-Intake-After-Train-2-Shutdown.html • LNG Prime: https://lngprime.com/americas/nfe-says-altamira-lng-offline-due-to-mechanical-issue/197938/ • rivieramm.com: https://www.rivieramm.com/news-content-hub/seatrium-wins-ninth-karpowership-fsru-conversion-90189 • Offshore Energy: https://offshore-energy.biz/2026/10/05/seatrium-picks-up-9th-fsru-conversion-job-with-karpowership • BOE Report: https://boereport.com/2026/10/05/lng-buyers-are-paying-25-28-mmbtu-without-flinching-petronas-says/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/TTF%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/JKM%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ%3DF/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/_OpQizK5Ch8

Glenfarne defended Alaska LNG's economics in a Sunday email to Reuters, claiming a shipping-cost advantage over the Gulf Coast, while South Korea's trade ministry says no investment figure or decision has been finalized. Also in this edition: LNG traffic through the Strait of Hormuz keeps recovering but stays far below pre-war levels, Seatrium wins a ninth floating import unit conversion from Karpowership, plus brief reports on carrier ordering and scrapping. CHAPTERS 00:00 Top story 00:22 Rundown 00:42 Glenfarne defends Alaska LNG economics 03:29 Hormuz LNG transits extend rebound 04:45 Seatrium wins ninth Karpowership conversion 06:30 Quick hits 07:11 Quick hits 07:38 What to watch 08:13 Sign-off SOURCES • Reuters via AOL: https://www.aol.com/articles/alaska-lng-shipping-savings-justifies-195122000.html • Businesskorea: https://www.businesskorea.co.kr/news/articleView.html?idxno=278199 • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117355-seoul-rebukes-us-claims-of-committed-alaska-lng-investment • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117357-alaskan-lng-would-be-65-cheaper-than-coast-lng-glenfarne-says • BOE Report: https://boereport.com/2026/10/04/alaska-lng-shipping-savings-justifies-billions-in-investment-developer-says/ • Energy Connects: https://www.energyconnects.com/news/gas-lng/2026/october/lng-trade-through-hormuz-extends-rebound-despite-shipping-risks/ • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Hormuz-LNG-Flows-Still-Down-More-Than-75-Despite-Rebound.html • TradeWinds: https://www.tradewindsnews.com/gas/lng-carriers-score-highest-hormuz-transits-in-september-since-war-start/2-1-2053619 • PR Newswire: https://www.prnewswire.com/apac/news-releases/seatrium-and-karpowership-extend-collaboration-with-ninth-fsru-conversion-302897805.html • Offshore Energy: https://offshore-energy.biz/2026/10/05/seatrium-picks-up-9th-fsru-conversion-job-with-karpowership • LNG Prime: https://lngprime.com/asia/karpowership-awards-new-fsru-conversion-job-to-seatrium/197895/ • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117358-seatrium-bags-ninth-karpowership-fsru-conversion-lngt-akdeniz • Upstream: https://www.upstreamonline.com/lng/seatrium-wins-ninth-fsru-conversion-for-karpowership/2-1-2053524 • LNG Prime: https://lngprime.com/americas/nfe-says-altamira-lng-offline-due-to-mechanical-issue/197938/ • LNG Prime: https://lngprime.com/asia/adnoc-gulf-seal-lng-supply-deal/197946/ • Splash247: https://splash247.com/k-line-tied-to-494m-samsung-lng-carrier-pair/ • TradeWinds: https://www.tradewindsnews.com/gas/bw-lng-and-marubeni-opt-to-scrap-steamship-on-its-poor-tank-condition/2-1-2053482 • LNG Prime: https://lngprime.com/asia/pv-gas-seeks-spot-lng-shipment/197902/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/TTF%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/JKM%3DF/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ%3DF/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/25UchxTcG6w

Cheniere Marketing has signed a 22-year agreement to sell about 0.8 million tonnes of LNG a year to Petrobras, on a free-on-board basis, with price and start date undisclosed. Also: Coastal GasLink Phase 2 will proceed after its conditions were satisfied, OneSubsea takes the Rovuma LNG subsea award, and a reported $54 billion Korean funding figure for Alaska LNG awaits confirmation. CHAPTERS 00:00 Top story 00:20 Rundown 00:50 Cheniere sells 22 years of LNG to Petrobras 02:35 Coastal GasLink Phase 2 to proceed 03:56 OneSubsea wins Rovuma LNG subsea award 05:29 Reported Alaska LNG funding plan awaits confirmation 06:54 Kinetics plans Arctic Voyager conversion 08:18 What to watch 08:29 Sign-off SOURCES • Cheniere: Cheniere and Petrobras Sign — https://lngir.cheniere.com/news-events/press-releases/detail/346/cheniere-and-petrobras-sign-long-term-lng-sale-and-purchase • PR Newswire: Kinetics Expands Fleet — https://www.prnewswire.com/news-releases/kinetics-expands-fleet-with-acquisition-of-vessel-for-conversion-into-new-fsru-302893520.html • Offshore Energy: 22-year Cheniere-Petrobras LNG — https://offshore-energy.biz/2026/09/29/22-year-cheniere-petrobras-lng-pact-expands-energy-bridge-between-north-and-south-america • Energy-pedia: Mozambique: SLB OneSubsea — https://www.energy-pedia.com/article.aspx?articleid=205481 • BOE Report: Trump set to tout Korean — https://boereport.com/2026/09/29/trump-set-to-tout-korean-investment-in-alaska-lng-other-projects/ • GlobeNewswire: Coastal GasLink Phase 2 — https://www.globenewswire.com/news-release/2026/09/29/3370625/0/en/coastal-gaslink-phase-2-to-proceed-following-lng-canada-final-investment-decision.html • Offshore Engineer Magazine: ExxonMobil Turns — https://www.oedigital.com/news/543331-exxonmobil-turns-to-onesubsea-s-for-rovuma-lng-subsea-production-systems • businesskorea.co.kr: Trump Set to Unveil Korea’s — https://www.businesskorea.co.kr/news/articleView.html?idxno=277918 • Seoul Economic Daily: Trump May Tie Korea's U.S. — https://en.sedaily.com/international/2026/09/30/trump-to-unveil-korean-investment-plan-including-54-billion • Offshore Energy: Subsea production systems — https://offshore-energy.biz/2026/09/29/subsea-production-systems-for-mozambiques-deepwater-lng-project-ordered-from-onesubsea • businesskorea.co.kr: Steel Stocks Soar on $54 — https://www.businesskorea.co.kr/news/articleView.html?idxno=277902 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/GR00BIGTNFw

Qatar extends its LNG force majeure into winter, with Edison told to expect no cargoes until December, while Reuters tracks some Qatar-linked carriers back outside Hormuz. Also: European prices climb with storage behind the seasonal norm, a new country-level analysis of the EU methane rule, and a Korean shipyard order for two LNG carriers. CHAPTERS 00:00 Top story 00:20 Rundown 00:48 Cargo cancellations and incomplete shipping data 03:10 Prices up, tanks behind schedule 04:35 Tracing where Europe's gas comes from 06:14 Two more LNG carriers on the book 07:24 Quick hits 08:31 What to watch 09:01 Sign-off SOURCES • The National: https://www.thenationalnews.com/business/energy/2026/09/28/qatar-extends-lng-force-majeure-as-hormuz-disruption-threatens-winter-supply/ • Reuters (AOL): https://www.aol.com/articles/qatar-not-deliver-gas-european-091646000.html • Marine Link: https://www.marinelink.com/news/qatarlinked-lng-tankers-resume-hormuz-543290 • Oilprice.com: https://oilprice.com/Latest-Energy-News/World-News/European-Gas-Prices-Rally-on-US-Iran-Stalemate.html • Reuters via MarketScreener: https://www.marketscreener.com/news/german-gas-supply-is-secure-despite-low-storage-levels-vng-chief-says-ce785adcdb81ff20 • CBC Globe (September 28): https://cbcglobe.com/en/articles/2026/09/28/breaking-hanwha-ocean-wins-680-billion-won-order-for-2-lng-c-64c5b880 • Yonhap via Korea Times (September 28): https://www.koreatimes.co.kr/business/companies/20260928/hanwha-ocean-wins-4996-mil-order-to-build-2-lng-carriers • Seoul Economic Daily: https://en.sedaily.com/finance/2026/09/28/hanwha-ocean-wins-two-lng-carrier-orders-lifting-september • Gas Outlook: https://gasoutlook.com/analysis/ample-lng-europe-under-methan-reguation/ • Data Desk: https://research.datadesk.eco/eumr-supply/profiles • LNG Industry: https://www.lngindustry.com/liquid-natural-gas/28092026/tecnimont-maire-signs-feed-contract-for-argent-lngs-export-facility/ • MAIRE (September 28): https://www.groupmaire.com/en/newsroom/press-releases/detail/tecnimont-maire-signs-front-end-engineering-design-contract-including-support-to-the-permitting-process-for-argent-lngs-export-facility-in-louisiana-usa-following-the-agreement-previously-announced-in-january/ • Oilprice.com: https://oilprice.com/Latest-Energy-News/World-News/TotalEnergies-Targets-3-Annual-Oil-and-Gas-Growth-Through-2030.html • TotalEnergies (September 28): https://totalenergies.com/newsroom/presentation-strategie-et-perspectives-2026-501175/?lang=eng • Amit Shah / PIB Delhi: https://amitshah.co.in/post/press/Union-Home-Minister-and-Minister-of-Cooperation-Shri-Amit-Shah-inaugurates-development-projects-worth-%E2%82%B91472-crore-and-flagged-off-the-countrys-first-LNGpowered-train-from-Sabarmati-Railway-St FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/0r-VkKi3itM

INPEX exercises a pre-emption right to take the 0.735 percent Ichthys LNG stake JERA had agreed to sell to MidOcean Energy, subject to Australian approval. Also: EIA says Henry Hub averaged $2.93 per MMBtu this summer despite record heat, the Netherlands asks the EU to phase out mandatory storage fill targets from winter 2028-29, and NYK names a new dual-fuel carrier for Cameron LNG service. CHAPTERS 00:00 Top story 00:18 Rundown 00:46 INPEX pre-empts JERA's Ichthys sale 02:13 Record heat, cheaper gas 03:24 Dutch push to end EU storage targets 05:15 New carrier named for Cameron LNG runs 06:27 Quick hits 07:23 What to watch 07:50 Sign-off SOURCES • Rigzone: INPEX Pre-Empts JERA's Sale — https://www.rigzone.com/news/inpex_preempts_jeras_sale_of_ichthys_lng_stake_to_midocean-25-sep-2026-184702-article/?rss=true • Offshore Energy: Inpex beefs up stake — https://www.offshore-energy.biz/inpex-beefs-up-stake-in-australian-lng-project/ • U.S. EIA: Henry Hub natural gas prices — https://www.eia.gov/todayinenergy/detail.php?id=68204 • OilPrice.com: Why Record Heat Failed to Lift — https://oilprice.com/Latest-Energy-News/World-News/Why-Record-Heat-Failed-to-Lift-US-Natural-Gas-Prices.html • Hellenic Shipping News: New LNG Carrier for Diamond — https://www.hellenicshippingnews.com/new-lng-carrier-for-diamond-global-energy-named-diamond-gas-nexus/ • Ship & Bunker: NYK Names LNG Dual-Fuel — https://shipandbunker.com/news/apac/107459-nyk-names-lng-dual-fuel-carrier-in-south-korea • NYK Line: New LNG Carrier for Diamond — https://www.nyk.com/english/news/2026/20260925_03.html • Dutch government letter to parliament, via VEMW: Strategisch gasbeleid, 25 — https://www.vemw.nl/l/library/download/urn:uuid:626c3b01-5e54-4da0-943b-39317383511f/2026-09-25+kamerbrief+strategisch+gasbeleid.pdf?format=save_to_disk • LNG Canada: Community Notification — https://www.lngcanada.ca/news/community-notification-planned-flaring-26/ • Energy Intelligence: Tariff Deal Could Restore — https://www.energyintel.com/000001a0-d8bf-da80-abf4-fdbfea920000 • TradeWinds: Hoegh Evi eyes FSRU — https://www.tradewindsnews.com/gas/hoegh-evi-eyes-fsru-newbuildings-alongside-conversions-as-costs-fall/2-1-2048426 • Natural Gas Intelligence: Global Energy Firms Target — https://naturalgasintel.com/news/global-energy-firms-target-venezuela-as-trinidad-lng-opportunity-grows/ • energynews.pro: INPEX Raises Its Stake — https://energynews.pro/en/inpex-raises-its-stake-in-the-ichthys-lng-project-to-68555 • Rigzone: Dutch to Ask EU to End — https://www.rigzone.com/news/wire/dutch_to_ask_eu_to_end_mandatory_gas_storage_targets-25-sep-2026-184701-article/?rss=true FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/NnhTrAjvJlI

Argentina LNG financing offer, Hormuz traffic and Bangladesh terminal costs. CHAPTERS 00:00 Top story 00:20 Rundown 00:30 Market dashboard 00:48 US bank offers to fund Argentina LNG 01:57 Qatar lifts tanker traffic through Hormuz 03:04 Bangladesh floating terminal deal questioned 05:26 Seven-vessel conversion programme ends 06:36 Quick hits 07:32 What to watch 07:48 Sign-off SOURCES LNG Prime: https://lngprime.com/americas/us-exim-to-back-ypfs-argentina-lng-project/197405/ Natural Gas Intelligence: https://naturalgasintel.com/news/latin-america-energy-sector-gains-momentum-with-us-backing-for-argentina-lng/ Rigzone: https://www.rigzone.com/news/wire/trump_backs_argentina_lng_project-24-sep-2026-184696-article/?rss=true Energy Intelligence: https://www.energyintel.com/000001a0-d4fb-dc35-abbc-ffff5d6f0000 LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117311-argentina-lng-may-get-up-to-6bn-in-us-project-finance Bloomberg: https://www.bloomberg.com/news/articles/2026-09-24/qatar-boosts-lng-traffic-through-hormuz-as-global-shortage-bites Rigzone: https://www.rigzone.com/news/wire/qatar_ramps_up_lng_shipping_via_hormuz-24-sep-2026-184690-article/?rss=true Upstream: https://www.upstreamonline.com/focus/qatar-s-lng-juggernaut-faces-its-biggest-test/2-1-2042121 Energy Intelligence: https://www.energyintel.com/000001a0-ce99-d288-a3fb-ee9bacda0000 Energy Intelligence: https://www.energyintel.com/000001a0-d3e3-d41d-abb8-fbff4d260000 Gas Outlook: https://gasoutlook.com/analysis/bangladesh-plan-for-expensive-lng-investment-draws-criticism/ PR Newswire: https://www.prnewswire.com/news-releases/seatrium-and-karpowership-mark-sailaway-of-lngt-turkiye--completion-of-seven-vessel-fsru-conversion-programme-302889268.html Offshore Energy: https://www.offshore-energy.biz/last-fsru-in-seven-vessel-conversion-program-boosts-karpowerships-lng-to-power-value-chain/ rivieramm.com: https://www.rivieramm.com/news-content-hub/karpowership-seatrium-mark-completion-of-seven-fsru-conversion-programme-90090 Natural Gas Intelligence: https://naturalgasintel.com/news/magnolia-lng-lands-extension-due-to-biden-era-project-delays/ LNG Prime: https://lngprime.com/americas/first-louisiana-lng-tank-taking-shape/197396/ Marine Link: https://www.marinelink.com/news/petronas-fleet-expands-new-chinabuilt-lng-543236 Container News: https://container-news.com/k-line-led-venture-takes-delivery-of-new-lng-carrier/ Hellenic Shipping News: https://www.hellenicshippingnews.com/new-lng-carrier-for-petronas-lng-ltd-puteri-kelantan-delivered/ Offshore Energy: https://www.offshore-energy.biz/petronas-expands-fleet-with-delivery-of-newbuilt-lng-carrier/ LNG Prime: https://lngprime.com/asia/russian-lng-production-up-13-7-percent-in-january-august/197374/ LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117312-us-china-trade-truce-extension-delays-lng-tariff-risk FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) · https://commons.wikimedia.org/wiki/File:Shahamah_LNG_carrier.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO Energy Rush: editor-supplied intro; synthetic ambient production music. LNG Daily Dose uses synthetic voices (Jessica Anne and Roger), AI-assisted research, automated quality checks and an editorial feedback window. Sources and limitations are linked above. Industry Dose is responsible for its content. Corrections: industrydose@gmail.com. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml Mon–Sat, 07:00 Central. #LNG #NaturalGas #EnergyMarkets LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Watch the video edition: https://youtu.be/fK9iAEoFHqA

Qatar has lifted LNG tanker traffic through the Strait of Hormuz to a two-month high, even as ADNOC studies a plant that would load outside the strait and buyers shop elsewhere. Also: Shell and partners are reported close to doubling LNG Canada, TotalEnergies sanctions the Ima gas field for Nigeria LNG's Train 7, and FortisBC breaks through on a nine-kilometre tunnel for the Woodfibre feed pipeline. CHAPTERS 00:00 Top story 00:20 Rundown 00:31 Market dashboard 00:49 More Qatari cargoes through Hormuz 02:13 LNG Canada doubling reported close 03:13 Ima field sanctioned for Nigeria LNG 04:47 Woodfibre pipeline tunnel breaks through 06:03 Quick hits 08:06 What to watch 08:18 Sign-off SOURCES • Bloomberg: Shell, Partners Poised — https://www.bloomberg.com/news/articles/2026-09-23/shell-partners-poised-to-approve-doubling-of-lng-canada-project • OilPrice.com: Hormuz Supply Crisis to Change — https://oilprice.com/Energy/Natural-Gas/Hormuz-Supply-Crisis-to-Change-LNG-Market-Forever.html • Upstream: Adnoc picks three for race — https://www.upstreamonline.com/field-development/adnoc-picks-three-for-race-to-design-lng-facility-bypassing-strait-of-hormuz/2-1-2048247 • Energy-pedia: Nigeria: TotalEnergies — https://www.energy-pedia.com/article.aspx?articleid=205409 • Offshore Energy: TotalEnergies greenlights gas — https://www.offshore-energy.biz/totalenergies-greenlights-gas-project-to-feed-one-third-of-nigeria-lng-train-expansion/ • LNG Journal: Argentina LNG may get up — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117311-argentina-lng-may-get-up-to-6bn-in-us-project-finance • Gas Outlook: Bangladesh plan for expensive — https://gasoutlook.com/analysis/bangladesh-plan-for-expensive-lng-investment-draws-criticism/ • Riviera Maritime Media: LR: 200,000-m3 a 'viable next — https://www.rivieramm.com/news-content-hub/lr-200000-m3-a-viable-next-step-for-global-lng-carrier-fleet-90089 • Woodfibre LNG: A Major Breakthrough! — https://woodfibrelng.ca/news/2026/09/23/a-major-breakthrough/ • LNG Prime: Russian LNG production up 13.7 — https://lngprime.com/asia/russian-lng-production-up-13-7-percent-in-january-august/197374/ • Marine Link: LR Study Identifies 200,000m³ — https://www.marinelink.com/news/lr-study-identifies-m-lng-carriers-viable-543213 • Bloomberg: Qatar Boosts LNG Traffic — https://www.bloomberg.com/news/articles/2026-09-24/qatar-boosts-lng-traffic-through-hormuz-as-global-shortage-bites • OilPrice.com: Southeast Asia Keeps Building — https://oilprice.com/Latest-Energy-News/World-News/Southeast-Asia-Keeps-Building-Gas-Plants-Despite-Hormuz-LNG-Shock.html • Upstream: TotalEnergies gives go-ahead — https://www.upstreamonline.com/lng/totalenergies-gives-go-ahead-to-nigeria-gas-project-after-years-on-backburner/2-1-2047814 • Bloomberg: Trump Backs Argentina’s — https://www.bloomberg.com/news/articles/2026-09-24/trump-backs-argentina-s-landmark-lng-project-in-win-for-milei FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/shFi6KR8qHg

QatarEnergy's chief executive says liquefaction trains damaged at Ras Laffan will take about three years to repair, keeping Gulf supply short. Also: LNG Canada partners weigh a Phase 2 decision as early as October, China Gas expands a Venture Global deal before Xi Jinping's Washington visit, and Chinese yards narrow Korea's lead in LNG carrier orders. CHAPTERS 00:00 Top story 00:21 Rundown 00:31 Market dashboard 00:50 Ras Laffan repairs measured in years 02:34 LNG Canada weighs doubling Kitimat 04:00 A Chinese deal ahead of the summit 05:07 China narrows Korea's lead in LNG carriers 06:27 Quick hits 07:34 What to watch 08:07 Sign-off SOURCES • Offshore Energy: QatarEnergy’s CEO: Repairs — https://www.offshore-energy.biz/qatarenergys-ceo-repairs-on-damaged-lng-trains-to-take-three-years/ • Energy Intelligence: Global LNG Prices Slump Amid — https://www.energyintel.com/000001a0-c871-dddc-afff-c9f7b0670000 • Rigzone: China Gas Raises LNG Order — https://www.rigzone.com/news/china_gas_raises_lng_order_from_venture_global_to_25_mmtpa-22-sep-2026-184673-article/?rss=true • OilPrice.com: Washington Needs This LNG Deal — https://oilprice.com/Energy/Natural-Gas/Washington-Needs-This-LNG-Deal-More-Than-Beijing-Does.html • LNG Prime: FortisBC gets environmental — https://lngprime.com/americas/fortisbc-gets-environmental-approval-for-tilbury-lng-expansion/197228/ • Natural Gas Intelligence: FortisBC Clears Environmental — https://naturalgasintel.com/news/fortisbc-clears-environmental-hurdle-for-tilbury-lng-expansion/ • LNG Industry: GTT Energy strengthens — https://www.lngindustry.com/liquid-natural-gas/22092026/gtt-energy-strengthens-offering-with-two-new-major-developments/ • energynews.pro: LNG Supply Diversification — https://energynews.pro/en/lng-supply-diversification-accelerates-after-strait-of-hormuz-trade-disruption • Energy Intelligence: Mideast War: Crude, Products — https://www.energyintel.com/000001a0-c472-d2ed-a3fe-ee7e20aa0000 • Energy Intelligence: Mideast War Pushes LNG — https://www.energyintel.com/000001a0-c82c-dda7-adb0-f96fdc100000 • LNG Prime: GasEntec, Samsung Heavy ink — https://lngprime.com/asia/gasentec-samsung-heavy-ink-small-scale-lng-pact/197276/ • Offshore Energy: South Korean players embark — https://www.offshore-energy.biz/south-korean-players-embark-on-small-scale-lng-commercialization-mission/ • LNG Prime: ExxonMobil’s PNG LNG hits — https://lngprime.com/australia-and-oceania/exxonmobils-png-lng-hits-production-milestone/197258/ • energynews.pro: LNG Canada Could Approve 14 — https://energynews.pro/en/lng-canada-could-approve-14-mtpa-expansion-as-early-as-october • BusinessKorea: LNG carrier orders and deliveries — https://www.businesskorea.co.kr/news/articleView.html?idxno=277572 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/ThOD-ZRjlpk

Bloomberg reports that a second Pakistan-bound Qatari LNG cargo crossed the Strait of Hormuz after negotiated passage; its arrival was still expected in that report. Also: federal and provincial environmental decisions for FortisBC's Tilbury Phase 2 expansion, Chinese shipyards' recovery in LNG carrier orders, and Cove Point maintenance reducing Appalachian gas demand. CHAPTERS 00:00 Top story 00:19 Rundown 00:47 Hormuz passage, arranged one ship at a time 02:43 Ottawa and B.C. clear Tilbury Phase 2 04:08 Chinese yards claw back LNG carrier orders 05:41 Cove Point maintenance reduces Appalachian demand 06:43 Quick hits 07:41 What to watch 08:07 Sign-off SOURCES BOE Report: https://boereport.com/2026/09/21/feds-approve-fortisbcs-tilbury-lng-expansion-under-one-project-one-review/ LNG Prime: https://lngprime.com/americas/fortisbc-gets-environmental-approval-for-tilbury-lng-expansion/197228/ BOE Report: https://boereport.com/2026/09/21/tilbury-phase-2-lng-expansion-project-major-milestone-completed/ OilPrice.com: https://oilprice.com/Energy/Natural-Gas/Qatars-LNG-Loss-Revives-Projects-From-Argentina-to-Timor-Leste.html brecorder.com: https://www.brecorder.com/news/amp/40440621 Energy Intelligence: https://www.energyintel.com/000001a0-c474-d7f1-a1f0-c7f656a30000 LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117280-qatar-expects-first-nfe-lng-train-to-start-up-in-h1-2027 businesskorea.co.kr: https://www.businesskorea.co.kr/news/articleView.html?idxno=277572 Natural Gas Intelligence: https://naturalgasintel.com/news/appalachian-natural-gas-prices-hit-2-year-lows-as-cove-point-outage-begins/ Natural Gas Intelligence: https://naturalgasintel.com/news/physical-natural-gas-prices-peter-out-as-weather-cools-maintenance-trims-lng-volumes/ Natural Gas Intelligence: https://naturalgasintel.com/news/natural-gas-prices-sputter-as-consumers-idle-air-conditioners/ Hellenic Shipping News: https://www.hellenicshippingnews.com/european-gas-prices-rise-after-sharp-drop/ LNG Prime: https://lngprime.com/australia-and-oceania/exxonmobils-png-lng-hits-production-milestone/197258/ LNG Prime: https://lngprime.com/australia-and-oceania/australian-lng-export-revenue-up-in-august/197287/ BOE Report: https://boereport.com/2026/09/21/canada-sees-scope-for-france-lng-partnership-minister-says/ Upstream: https://www.upstreamonline.com/energy-security/orlen-to-supply-lng-to-ukraine-amid-tightening-market/2-1-2046443 Hellenic Shipping News: https://www.hellenicshippingnews.com/platts-to-increase-standard-ship-size-range-for-asia-pacific-lng-cargo-assessments/ Upstream: https://www.upstreamonline.com/lng/woodside-eyes-pre-emption-of-bp-s-browse-deal/2-1-2046862 ORLEN: https://www.orlen.pl/en/about-the-company/media/press-releases/current/2026/september-2026/ORLEN-and-Naftogaz-strengthen-strategic-cooperation- British Columbia government: https://news.gov.bc.ca/releases/2026ENV0038-001110 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/5J_szMnXcfs

Qatar's energy minister says the first train of the North Field East expansion will now start in the first half of 2027, after the prior 2026 expectation, with further trains tied to the Strait of Hormuz. Also: what a Trump-Xi meeting could mean for American LNG sales to China, a crew's unverified claim that hackers reached safety systems aboard an LNG carrier, and a Qatari cargo brought through Hormuz by arrangement with Iran. CHAPTERS 00:00 Top story 00:26 Rundown 00:58 Qatar's expansion start moves to 2027 02:23 American LNG back on the table with China 03:49 Crew alleges hack on LNG carrier 05:19 A cargo brokered through Hormuz 06:35 Quick hits 07:24 What to watch 07:58 Sign-off SOURCES • Energy Connects: Qatar’s Energy Chief Sees LNG — https://www.energyconnects.com/news/gas-lng/2026/september/qatar-s-energy-chief-sees-lng-expansion-startup-in-2027/ • BOE Report: QatarEnergy says Hormuz crisis — https://boereport.com/2026/09/20/qatarenergy-says-hormuz-crisis-may-delay-some-expansion-projects/ • Bloomberg: Qatar’s Energy Chief Sees LNG — https://www.bloomberg.com/news/articles/2026-09-20/qatar-energy-chief-al-kaabi-sees-lng-expansion-startup-in-2027 • Splash247: Crew claims hackers seized — https://splash247.com/crew-claims-hackers-seized-control-of-lng-carrier-safety-systems/ • Business Recorder: Vessels trickle through Strait — https://www.brecorder.com/news/40440462/vessels-trickle-through-strait-of-hormuz-as-mideast-tension-persists • Hellenic Shipping News: Hormuz oil flows hit 6-month — https://www.hellenicshippingnews.com/hormuz-oil-flows-hit-6-month-high-as-u-s-mine-clearance-pays-off-centcom-says/ • LNG Prime: Japan’s August LNG imports — https://lngprime.com/asia/japans-august-lng-imports-drop/197147/ • Energy Connects: Trump-Xi Talks Could Mean $6 — https://www.energyconnects.com/news/gas-lng/2026/september/trump-xi-talks-could-mean-6-billion-of-us-natural-gas-for-china/ • Energy Connects: Pakistan Secures Latest Qatar — https://www.energyconnects.com/news/gas-lng/2026/september/pakistan-secures-latest-qatar-lng-shipment-after-deal-with-iran/ • Bloomberg: Pakistan Secures Latest Qatar — https://www.bloomberg.com/news/articles/2026-09-21/pakistan-secures-latest-qatar-lng-shipment-after-deal-with-iran FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics. • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/se2jf7Hal20

At least two LNG carriers transited the Strait of Hormuz this week after months of near-total halt, while executives at Gastech in Bangkok described a winter of high prices and shrinking Asian demand. Also: an LNG carrier from Louisiana turned back after its crew reported a suspected cyberattack, and Maersk confirmed an order for 26 LNG dual-fuel container ships. CHAPTERS 00:00 Top story 00:20 Rundown 00:48 Cargoes edge back through Hormuz 02:25 Suspected cyberattack idles LNG cargo 03:51 Maersk orders 26 gas-fuelled ships 05:09 Asia's appetite is shrinking 06:31 Quick hits 07:25 What to watch 08:00 Sign-off SOURCES • gCaptain: More LNG Getting Through — https://gcaptain.com/more-lng-getting-through-hormuz-as-producers-push-for-transits/ • OilPrice.com: LNG Tankers Push Through — https://oilprice.com/Latest-Energy-News/World-News/LNG-Tankers-Push-Through-Hormuz-Again-as-Qatar-UAE-Fight-Supply-Crunch.html • Gas Outlook: Demand scenarios diverge — https://gasoutlook.com/analysis/demand-scenarios-diverge-at-gastech/ • TradeWinds: AP Moller-Maersk confirms — https://www.tradewindsnews.com/containers/ap-moller-maersk-confirms-order-for-26-large-container-ship-newbuildings/2-1-2046018 • BOE Report: US, China discuss cutting — https://boereport.com/2026/09/18/us-china-discuss-cutting-tariffs-on-us-lng-ahead-of-xi-visit/ • LNG Prime: Atlantic LNG rates continue — https://lngprime.com/asia/atlantic-lng-rates-continue-to-increase/197077/ • gCaptain: Another Tanker Suffers Failure — https://gcaptain.com/another-tanker-suffers-failure-as-crew-suspect-cyber-attack/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/j8CnuV-olqI

Wood Mackenzie estimates roughly $5.8 billion to repair this year's strikes on Qatar's North Field and Iran's South Pars, with about 17 percent of Qatar's LNG export capacity offline as Europe enters winter with storage near 69 percent. Also: sanctioned ships carry the last power modules toward Arctic LNG 2, LNG Canada's partners weigh a Phase 2 decision, and Commonwealth LNG's developer proposes nearly doubling planned capacity. CHAPTERS 00:00 Top story 00:21 Rundown 00:32 Market dashboard 00:42 Lost supply, empty tanks, softer Asia 02:27 Last power modules head for the Arctic 03:46 LNG Canada weighs doubling Kitimat 05:05 Commonwealth LNG plans a second build 06:18 Quick hits 07:32 What to watch 08:04 Sign-off SOURCES • Hydrocarbon Engineering: Wood Mackenzie: what next — https://www.hydrocarbonengineering.com/gas-processing/17092026/wood-mackenzie-what-next-for-qatar-iran-and-the-worlds-largest-gas-field/ • BOE Report: Global LNG prices could spike — https://boereport.com/2026/09/16/global-lng-prices-could-spike-this-winter-on-low-european-gas-stocks/ • LNG Journal: Asian LNG demand falls off — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117265-asian-lng-demand-falls-off-a-cliff-as-china-delays-restocking • gCaptain: Exclusive: Sanctioned Ships — https://gcaptain.com/exclusive-china-sends-key-arctic-lng-2-modules-to-russia-to-complete-train-2/ • Offshore Energy: Expansion move puts US LNG — https://www.offshore-energy.biz/expansion-move-puts-us-lng-project-on-path-for-almost-twofold-capacity-boost/ • LNG Industry: Caturus to nearly double — https://www.lngindustry.com/liquefaction/17092026/caturus-to-nearly-double-planned-commonwealth-lng/ • Splash247: Exmar lands 10-year Abidjan — https://splash247.com/exmar-lands-10-year-abidjan-fsru-deal/ • LNG Prime: Exmar seals Ivory Coast FSRU — https://lngprime.com/africa/exmar-seals-ivory-coast-fsru-deal/196981/ • energynews.pro: LNG Market Threatened — https://energynews.pro/en/lng-market-threatened-by-european-gas-storage-levels-at-687 • BOE Report: Shell-led LNG Canada could — https://boereport.com/2026/09/17/shell-led-lng-canada-could-approve-phase-2-expansion-by-early-october-sources-say/ • Hydrocarbon Engineering: Caturus to nearly double — https://www.hydrocarbonengineering.com/gas-processing/17092026/caturus-to-nearly-double-planned-commonwealth-lng-capacity/ • Offshore Energy: Decade-long Côte d’Ivoire FSRU — https://www.offshore-energy.biz/decade-long-cote-divoire-fsru-deals-expand-exmars-west-african-lng-footprint/ • LNG Industry: Major LNG shipping firms — https://www.lngindustry.com/lng-shipping/17092026/major-lng-shipping-firms-launch-trial-to-validate-continuous-emissions-measurement-technology/ • LNG Journal: LNG shipping firms to trial — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117266-lng-shipping-firms-to-trial-emissions-measurement-technology FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/HbxMvyiaxBE

Asian LNG imports are tracking toward the weakest September in eight years as spot prices stay near records, while Europe picks up the cargoes Asia declines. Also today: sanctioned heavy-lift ships carrying the final power modules toward Russia's Arctic LNG 2, a five-train expansion plan at Commonwealth LNG in Louisiana, and Exmar's ten-year floating import terminal deal in Ivory Coast. CHAPTERS 00:00 Top story 00:20 Rundown 00:32 Market dashboard 00:43 Record prices ration Asian demand 02:22 Sanctioned ships carry Arctic modules 03:37 Commonwealth LNG plans five more trains 04:52 Exmar revives Abidjan import plan 05:58 Quick hits 07:06 What to watch 07:40 Sign-off SOURCES • BOE Report: LNG spot price surge deters — https://boereport.com/2026/09/16/lng-spot-price-surge-deters-asian-buyers-but-saves-europe-russell/ • OilPrice.com: LNG Prices Could Jump Further — https://oilprice.com/Latest-Energy-News/World-News/LNG-Prices-Could-Jump-Further-as-Hormuz-Supply-Crunch-Persists.html • Bloomberg: Jera Sees LNG Spot Prices — https://www.bloomberg.com/news/videos/2026-09-17/jera-sees-lng-spot-prices-rising-ahead-of-winter • LNG Journal: Asian LNG demand falls off — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117265-asian-lng-demand-falls-off-a-cliff-as-china-delays-restocking • Hydrocarbon Engineering: Wood Mackenzie: what next — https://www.hydrocarbonengineering.com/gas-processing/17092026/wood-mackenzie-what-next-for-qatar-iran-and-the-worlds-largest-gas-field/ • gCaptain: Exclusive: China Sends Key — https://gcaptain.com/exclusive-china-sends-key-arctic-lng-2-modules-to-russia-to-complete-train-2/ • LNG Industry: Caturus to nearly double — https://www.lngindustry.com/liquefaction/17092026/caturus-to-nearly-double-planned-commonwealth-lng/ • Rigzone: Kimmeridge, Mubadala to Nearly — https://www.rigzone.com/news/kimmeridge_mubadala_to_nearly_double_commonwealth_lng_capacity-16-sep-2026-184634-article/?rss=true • Natural Gas Intelligence: Caturus Nearly Doubles — https://naturalgasintel.com/news/caturus-nearly-doubles-commonwealth-lng-capacity-plans-in-5-train-expansion/ • Splash247: Exmar lands 10-year Abidjan — https://splash247.com/exmar-lands-10-year-abidjan-fsru-deal/ • Offshore Energy: Decade-long Côte d’Ivoire FSRU — https://www.offshore-energy.biz/decade-long-cote-divoire-fsru-deals-expand-exmars-west-african-lng-footprint/ • LNG Prime: Exmar seals Ivory Coast FSRU — https://lngprime.com/africa/exmar-seals-ivory-coast-fsru-deal/196981/ • OilPrice.com: Soaring LNG Prices Push Asian — https://oilprice.com/Latest-Energy-News/World-News/Soaring-LNG-Prices-Push-Asian-Demand-Toward-Second-Annual-Decline.html • Hydrocarbon Engineering: Caturus to nearly double — https://www.hydrocarbonengineering.com/gas-processing/17092026/caturus-to-nearly-double-planned-commonwealth-lng-capacity/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #Gastech2026 #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/TqqgYmXRNPA

Gastech week in Bangkok produced long-term LNG supply agreements involving Brazil, Korea, Greece and Ukraine, while prompt cargo prices in Asia and Europe reached multiyear highs. We also cover Commonwealth LNG's plan for a second phase in Louisiana, three concept approvals for future gas carriers and bunker ships, and the EIA's confirmation that Corpus Christi is now the second-largest US export plant. CHAPTERS 00:00 Top story 00:24 Rundown 00:43 A week of long-term LNG deals 02:27 Spot LNG at multiyear highs 03:47 Commonwealth LNG plans phase two 04:50 Sails, batteries and dual-cargo bunkering 06:04 Quick hits 07:05 What to watch 07:38 Sign-off SOURCES • PR Newswire: Hanwha Power Obtains ABS — https://www.prnewswire.com/news-releases/hanwha-power-obtains-abs-approval-in-principle-for-22-000-cbm-lng-bunkering-vessel-concept-design-302878737.html • LNG Prime: Sempra Infrastructure — https://lngprime.com/americas/sempra-infrastructure-petrobras-ink-20-year-port-arthur-lng-spa/196839/ • Energy-pedia: Petrobras signs long-term — https://www.energy-pedia.com/article.aspx?articleid=205313 • Upstream: Petrobras strikes 20-year LNG — https://www.upstreamonline.com/lng/petrobras-strikes-20-year-lng-deal-with-sempra/2-1-2043850 • Energy Intelligence: Sempra Agrees to Supply US LNG — https://www.energyintel.com/000001a0-a575-d6e5-aba7-a7ff4a500000 • Natural Gas Intelligence: Ksi Lisims Builds Commercial — https://naturalgasintel.com/news/ksi-lisims-builds-commercial-momentum-with-20-year-santos-lng-deal/ • LNG Industry: MET Group and Shell sign new — https://www.lngindustry.com/liquid-natural-gas/15092026/met-group-and-shell-sign-new-agreement-for-us-lng-supply/ • LNG Journal: Europe’s ‘bet on the weather’ — https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117244-europe-s-bet-on-the-weather-proves-risky-poten-partners-warn • RBN Energy: U.S. LNG Terminals Increase — https://rbnenergy.com/daily-posts/analyst-insight/us-lng-terminals-increase-toward-winter-levels • Bloomberg: Commonwealth LNG Plans — https://www.bloomberg.com/news/articles/2026-09-15/commonwealth-lng-plans-expansion-that-will-nearly-double-export-capacity • gCaptain: WindWings Eyed — https://gcaptain.com/windwings-eyed-for-next-generation-hd-hyundai-lng-carrier/ • Ship & Bunker: KR, HD Hyundai, BAR — https://shipandbunker.com/news/world/365192-kr-hd-hyundai-bar-technologies-and-liberian-registry-to-develop-wind-assisted-lng-carrier • Splash247: LNG carriers to get the hybrid — https://splash247.com/lng-carriers-to-get-the-hybrid-electric-propulsion-treatment/ • U.S. EIA: Corpus Christi LNG expansion — https://www.eia.gov/todayinenergy/detail.php?id=68144 • Energy-pedia: Santos strengthens global LNG — https://www.energy-pedia.com/article.aspx?articleid=205302 • LNG Prime: Australia’s Santos strengthens — https://lngprime.com/asia/australias-santos-strengthens-lng-portfolio-with-new-deals/196847/ • LNG Industry: METLEN and PETRONAS enter LNG — https://www.lngindustry.com/liquid-natural-gas/15092026/metlen-and-petronas-enter-lng-supply-agreement/ FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/ySPhe4jOUMM

Bloomberg reports Oman's call for alternative LNG routes and Chevron Australia's forecast of elevated prices. Also: Baker Hughes equipment orders for the Plaquemines expansion and the announced commissioning of all-steel LNG storage tanks at Ilijan. Individual forecasts and contractor claims remain attributed. CHAPTERS 00:00 Top story 00:16 Rundown 00:39 Buyers and producers assess route disruption 02:59 Equipment orders for the Plaquemines expansion 05:09 All-steel storage tanks in service at Ilijan 07:03 Quick hits 07:25 What to watch 07:45 Sign-off SOURCES • GlobeNewswire: Baker Hughes and Venture — https://www.globenewswire.com/news-release/2026/09/13/3360667/0/en/baker-hughes-and-venture-global-advance-next-phase-of-u-s-gas-infrastructure-growth.html • PR Newswire: CB&I AND AG&P INDUSTRIAL — https://www.prnewswire.com/news-releases/cbi-and-agp-industrial-achieve-first-of-its-kind-milestone-with-all-steel-full-containment-lng-tanks-in-the-philippines-302874479.html • Bloomberg: Oman Calls for Alternative LNG — https://www.bloomberg.com/news/articles/2026-09-14/oman-calls-for-alternative-lng-routes-that-can-bypass-hormuz • Financial Times: How high might natural gas — https://www.ft.com/content/639b4d2a-30c7-473c-a3ec-1fe96a7a7ac7?syn-25a6b1a6=1 • IEA: September10 background: coal — https://www.iea.org/news/global-coal-demand-set-to-increase-this-year-amid-middle-east-conflict • Oman LNG: Operator plant location — https://www.omanlng.co.om/en/OmanLNGInBrief/Pages/oman-lng-in-brief.aspx • Upstream: Baker Hughes secures major gas — https://www.upstreamonline.com/field-development/baker-hughes-secures-major-gas-infrastructure-contracts-from-leading-us-operator/2-1-2042932 • TradeWinds: LNG supply unlikely to catch — https://www.tradewindsnews.com/gas/lng-supply-unlikely-to-catch-up-with-sector-s-fleet-growth-until-late-2028-vortexa-says/2-1-2042913 • LNG Prime: Cove Point LNG to start annual — https://lngprime.com/americas/cove-point-lng-to-start-annual-maintenance/196730/ • Bloomberg: Chevron Australia Sees LNG — https://www.bloomberg.com/news/articles/2026-09-14/chevron-australia-sees-lng-prices-staying-high-for-six-months • Bloomberg: James Danly: US Expanding LNG — https://www.bloomberg.com/news/videos/2026-09-14/james-danly-us-expanding-lng-exports-to-lower-prices-video • Bloomberg: Pakistan's GasPort on LNG — https://www.bloomberg.com/news/videos/2026-09-14/pakistan-s-gasport-on-lng-outlook-amid-hormuz-closure-video • Upstream: Wood wins $200 million prize — https://www.upstreamonline.com/lng/wood-wins-200-million-prize-for-exxonmobil-lng-project/2-1-2042794 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Video by Luke Nomad on Pexels · https://www.pexels.com/video/compressor-station-from-birds-eye-view-12043107/ • Video by Luke Nomad on Pexels · https://www.pexels.com/video/drone-footage-of-compressor-station-12043091/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/V6CU6R44XEw

Gas prices rise ahead of Gastech in Bangkok. Also: Europe's Yamal LNG trade, Golden Pass commissioning, preliminary Rovuma work, shipping and contracts. CHAPTERS 00:00 Top story 00:18 Rundown 00:40 Gastech faces disrupted supply and weaker demand 01:58 EU spending on Yamal cargoes passes last year's total 03:47 Golden Pass starts slowly as US exports rise 05:09 Rovuma advances preliminary offshore work 06:41 Quick hits 07:45 What to watch 08:09 Sign-off SOURCES • ExxonMobil: https://corporate.exxonmobil.com/locations/mozambique/mozambique-newsroom/exxonmobil-mozambique-ltd-and-area-4-coventures-select-rovuma-lng-epc-contractor-service-providers • Saipem: https://www.saipem.com/en/media/press-releases/2026-09-10/saipem-and-jan-de-nul-signed-letter-intent-rovuma-lng-offshore • Council of the European Union: https://www.consilium.europa.eu/en/press/press-releases/2026/01/26/russian-gas-imports-council-gives-final-greenlight-to-a-stepwise-ban/ • Urgewald: https://www.urgewald.org/en/media/eus-russian-arctic-lng-bill-reaches-eu73-billion-just-over-eight-months-exceeding-2025-total • European Commission: https://energy.ec.europa.eu/news/gas-coordination-group-no-immediate-security-supply-risk-2026-09-03_en • MOL: https://www.mol.co.jp/en/pr/2024/24114.html • SEA-LNG: https://sea-lng.org/2026/09/sea-lng-calls-on-eu-to-protect-the-mass-balance-pathway/ • Gas Outlook: https://gasoutlook.com/analysis/gastech-2026-convenes-during-historic-crisis/ • Bloomberg: https://www.bloomberg.com/news/articles/2026-09-11/netherlands-cuts-gas-storage-target-in-attempt-to-ease-prices • gCaptain: https://gcaptain.com/eu-imports-more-yamal-lng-as-russian-arctic-trade-tilts-toward-europe/ • TradeWinds: https://www.tradewindsnews.com/law/procopiou-hunts-for-new-insurance-for-russia-linked-lng-fleet/2-1-2042737 • Natural Gas Intelligence: https://naturalgasintel.com/news/disappointing-golden-pass-lng-ramp-trims-winter-natural-gas-demand-outlook/ • Natural Gas Intelligence: https://naturalgasintel.com/news/us-lng-feedgas-demand-climbs-to-strongest-level-since-spring/ • LNG Prime: https://lngprime.com/americas/us-weekly-lng-exports-rise-to-36-shipments/196624/ • Natural Gas Intelligence: https://naturalgasintel.com/news/shoulder-season-steals-natural-gas-futures-3-momentum/ • Natural Gas Intelligence: https://naturalgasintel.com/news/winter-premiums-persist-in-midwest-despite-ample-natural-gas-storage/ • Energy Intelligence: https://www.energyintel.com/000001a0-880f-dc6f-a7b6-bbff16130000 • LNG Prime: https://lngprime.com/asia/hanwha-ocean-launches-singapores-first-fsru/196617/ • TradeWinds: https://www.tradewindsnews.com/gas/hanwha-ocean-claims-world-first-with-singapore-s-supersize-maiden-fsru/2-1-2042328 • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117229-ignitis-to-sign-long-term-lng-supply-agreement-with-eqt • LNG Journal: https://lngjournal.com/index.php/latest-news-mainmenu-47/item/117227-bangladesh-agrees-to-buy-totalenergies-lng • Upstream: https://www.upstreamonline.com/lng/petronas-jogmec-lng-deal-bolsters-japan-s-energy-security/2-1-2042796 • LNG Prime: https://lngprime.com/americas/atlantic-spot-lng-rates-rise-to-20000-per-day/196640/ • Energy Intelligence: https://www.energyintel.com/000001a0-82bd-d3d0-afe9-cfbd1b910000 FOOTAGE & IMAGES • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/bEtFKnLlNAk

A newly named LNG carrier brings wind assistance closer to service, Saipem outlines conditional early work in Mozambique, and a report describes two hulls sold for scrap. Also: a planned Lithuanian supply deal and a Woodside leadership change. Watch the video edition: https://youtu.be/RKEdVUS0is8 LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Episodes undergo automated quality checks and are available for editorial feedback before scheduled release. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Sources: - Mitsui O.S.K. Lines: World's first LNG Carrier Equipped with Wind Challenger https://www.mol.co.jp/en/pr/2026/26044.html - The Maritime Executive: First LNG Carrier with Two Wind Sails Named Ahead of Commissioning https://maritime-executive.com/article/first-lng-carrier-with-two-wind-sails-named-ahead-of-commissioning - LNG Industry: MOL holds naming ceremony for wind-powered LNG carrier https://www.lngindustry.com/lng-shipping/10092026/mol-holds-naming-ceremony-for-wind-powered-lng-carrier/ - LNG Prime: MOL names first LNG carrier equipped with sails https://lngprime.com/vessels/mol-names-first-lng-carrier-equipped-with-sails/196611/ - TradeWinds: First wind-assisted LNG carrier named ahead of delivery to charterer Chevron https://www.tradewindsnews.com/gas/first-wind-assisted-lng-carrier-named-ahead-of-delivery-to-charterer-chevron/2-1-2041566 - Hellenic Shipping News: World’s first LNG Carrier Equipped with Wind Challenger- Scheduled for Delivery Under a Long-Term Charter to Chevron in Late September https://www.hellenicshippingnews.com/worlds-first-lng-carrier-equipped-with-wind-challenger-scheduled-for-delivery-under-a-long-term-charter-to-chevron-in-late-september/ - Saipem: Saipem and Jan De Nul signed a Letter of Intent for Rovuma LNG offshore project in Mozambique https://www.saipem.com/en/media/press-releases/2026-09-10/saipem-and-jan-de-nul-signed-letter-intent-rovuma-lng-offshore - Energy-pedia: Mozambique: Saipem and Jan De Nul sign Letter of Intent for Rovuma LNG offshore project in Mozambique https://www.energy-pedia.com/article.aspx?articleid=205264 - World Oil: Saipem, Jan De Nul advance 18-well Rovuma LNG offshore development https://www.worldoil.com/news/2026/9/10/saipem-jan-de-nul-advance-18-well-rovuma-lng-offshore-development/ - Upstream: Saipem wins landmark subsea contract on ExxonMobil's huge Rovuma LNG project https://www.upstreamonline.com/lng/saipem-wins-landmark-subsea-contract-on-exxonmobils-huge-rovuma-lng-project/2-1-2042036 - Offshore Magazine: ExxonMobil awards Saipem-Jan De Nul preliminary offshore work for Rovuma LNG https://www.offshore-mag.com/subsea/news/55404138/saipem-exxonmobil-awards-saipem-jan-de-nul-preliminary-offshore-work-for-rovuma-lng - Splash247: New Fortress scraps former Seadrill semisub pair after FLNG plans fade https://splash247.com/new-fortress-scraps-former-seadrill-semisub-pair-after-flng-plans-fade/ - Offshore Magazine: New Fortress Energy sells former Seadrill semisubs for scrap https://www.offshore-mag.com/special-reports/news/55404295/new-fortress-energy-sells-former-seadrill-semisubs-for-scrap - LNG Industry: Ignitis to enter into a long-term LNG purchase agreement https://www.lngindustry.com/liquid-natural-gas/10092026/ignitis-to-enter-into-a-long-term-lng-purchase-agreement/ - LNG Prime: Lithuania’s Ignitis to sign long-term LNG supply deal with EQT https://lngprime.com/americas/lithuanias-ignitis-to-sign-long-term-lng-supply-deal-with-eqt/196562/ - Energy-pedia: Woodside Executive Vice President and Chief Operating Officer International Daniel Kalms has announced his intention to leave Woodside Energy https://www.energy-pedia.com/article.aspx?articleid=205248 - LNG Prime: Daniel Kalms leaves Woodside https://lngprime.com/americas/daniel-kalms-leaves-woodside/196559/

Australia's ministers released a draft bill that would let the government reserve up to 20 percent of gas exports for the domestic market, with comments closing September 24. Also: a non-binding study for an LNG import gateway in Albania, the first cargo voyage of a carrier from a private Chinese yard, and containerized LNG replacing diesel on a Bahamas island. CHAPTERS 00:00 Top story 00:14 Rundown 00:31 Australia drafts a gas reservation bill 02:03 Albania studies an LNG gateway 03:32 A first cargo for a new builder 04:42 LNG in boxes for a Bahamas island 05:42 Quick hits 06:30 What to watch 06:59 Sign-off SOURCES • Australian ministers: Australia releases gas — https://www.minister.industry.gov.au/t-ayres/media/securing-more-affordable-gas-australians • Australian energy department: Gas market review and reforms — https://www.dcceew.gov.au/energy/markets/gas-markets/gas-market-review-reforms • Australian consultation record: Earlier gas reservation design — https://consult.dcceew.gov.au/domestic-gas-reservation-scheme-draft-design-framework • Australian industry department: Domestic Gas Reservation Bill — https://www.industry.gov.au/news/domestic-gas-reservation-bill-have-your-say • Argent LNG: Argent and Albania agree — https://www.einpresswire.com/article/940576504/argent-lng-and-the-government-of-albania-sign-mou-to-develop-lng-terminal-supporting-w-balkans-energy-security-ukraine • World Oil: Albanian LNG terminal remains — https://www.worldoil.com/news/2026/9/9/argent-lng-albania-sign-mou-for-5-mmtpa-lng-terminal/ • iMarine: Yangze LNG 01 completes — https://www.imarinenews.com/38862.html • LNG Prime: Yangzijiang carrier completes — https://lngprime.com/asia/yangzijiangs-first-lng-carrier-wraps-up-maiden-voyage/196573/ • Sawgrass LNG and Power: Sawgrass starts LNG deliveries — https://www.prnewswire.com/news-releases/sawgrass-lng--power-begins-supplying-lng-to-walkers-cay-expanding-bahamas-presence-302873792.html • Energy-pedia citing Woodside: Woodside international — https://www.energy-pedia.com/article.aspx?articleid=205248 • LNG Prime: Sawgrass expands Bahamas — https://lngprime.com/americas/sawgrass-expands-bahamas-lng-operations/196554/ • LNG Prime: Ignitis plans LNG contract — https://lngprime.com/americas/lithuanias-ignitis-to-sign-long-term-lng-supply-deal-with-eqt/196562/ FOOTAGE & IMAGES • Graphics: Industry Dose original source-linked graphics. • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/a-gas-stove-burner-in-the-dark-14441758/ • Photo by JerzyGórecki on Pixabay · https://pixabay.com/photos/gazoport-gas-cylinders-poland-2639720/ • Video by Engin Akyurt on Pexels · https://www.pexels.com/video/natural-gas-production-facility-26736801/ • Negishi LNG Terminal 01.jpg by Σ64, Wikimedia Commons, CC BY 3.0 (https://creativecommons.org/licenses/by/3.0) · https://commons.wikimedia.org/wiki/File:Negishi_LNG_Terminal_01.jpg • Shahamah LNG carrier.jpg by 青空白帆, Wikimedia Commons, CC BY 2.1 jp (https://creativecommons.org/licenses/by/2.1/jp/deed.en) · https://commons.wikimedia.org/wiki/File:Shahamah_LNG_carrier.jpg • LNG Carrier DSME.jpg by Towel401 at English Wikipedia, Wikimedia Commons, Public domain · https://commons.wikimedia.org/wiki/File:LNG_Carrier_DSME.jpg • LNG Carrier Fuji Lng.jpg by Ken Hodge, Wikimedia Commons, CC BY 2.0 (https://creativecommons.org/licenses/by/2.0) · https://commons.wikimedia.org/wiki/File:LNG_Carrier_Fuji_Lng.jpg AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT LNG Daily Dose is an Industry Dose production presented by synthetic voices (Jessica Anne and Roger), researched with AI tools and written from the linked sources. Every episode is edited and approved before publication by an industry specialist. Corrections: industrydose@gmail.com. Industry Dose is responsible for its content. It is news reporting, not investment advice. Podcast: https://llbu.github.io/industry-dose/podcast/lng/feed.xml LNG Daily Dose is an Industry Dose series and publishes every morning at 05:30 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #LNG #NaturalGas #EnergyMarkets Watch the video edition: https://youtu.be/k6X2vVj_5Ew