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GNL GLOBAL

@gnlglobal

6th International GNL GLOBAL Forum 2026, 19 - 21 Oct 2026.

Intercontinental Santiago Katılım Şubat 2015
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
The first LNG tanker is now attempting to pass through the Strait of Hormuz since the Iran war began.. and it isnt carrying a cargo 🚢⚠️ The Sohar LNG ship changed its destination to Oman's export plant. The empty vessel had been circling in the Persian Gulf for the past month
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Jack Prandelli
Jack Prandelli@jackprandelli·
Shell's biggest money maker isn't oil anymore It's LNG. And the heart of that business just got bombed. Shell is the world's largest LNG trader. Its Integrated Gas segment made $8B in 2025 bigger than its entire Upstream oil business. And the single most important piece of that portfolio? 🇶🇦 Qatar • Stake in Qatargas 4 , 7.8 mtpa capacity • Partner in North Field East expansion • Partner in North Field South • 2.4 million tonnes delivered to Japan Shell already lost Sakhalin-2 when Russia invaded. It spent years rebuilding around Qatar as the anchor. But that anchor just got hit. LNG Canada shipped its first cargo in 2025. Trinidad & Tobago is still in the mix. Kazakhstan continues. But nothing replaces Qatar scale and reliability overnight. In a world where the Middle East is no longer a safe haven where does the world's largest LNG trader find its next anchor? 💡 Subscribe to my newsletter for daily energy & geopolitics breakdowns and do not miss my latest article on LNG: themerchantsnews.substack.com/p/who-controls…
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
The world's biggest LNG plant in Qatar wont be able to quickly restart even after the Iran war ends🇶🇦⚠️ Two of the plant's trains were damaged, and need new gas turbines to power LNG refrigeration compressors. Delivery will take 2-4 years due to a massive backlog, Rystad says
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GNL GLOBAL
GNL GLOBAL@gnlglobal·
🚀 Today, we officially launch the 6th INTERNATIONAL GNLGLOBAL FORUM 2026. In a time of increasing global uncertainty, spaces for informed, strategic energy dialogue are not just relevant — they are essential.📍October 19–21, 2026 | Santiago, Chile 🇨🇱. gnlglobal.com/6th-internatio…
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GNL GLOBAL
GNL GLOBAL@gnlglobal·
Precios del GNL caen desde su máximo en nueve semanas debido a la débil demanda y un buen almacenamiento #gnl #asia #europa #lng #fletes #https://gnlglobal.com/precios-del-gnl-caen-desde-su-maximo-en-nueve-semanas-debido-a-la-debil-demanda-y-un-buen-almacenamiento/
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
Bart, I don’t want to alarm you but US natural gas futures just hit $7/mmbtu Prices are up nearly 40% today (!!!) #natgas
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